大摩:下調中國中車(1766.HK)目標價至7港元 評級“增持”
大摩發佈報告稱,將中國中車(1766.HK)目標價由8港元降至7港元,以反映公共衞生事件影響交付,致使首季盈利下跌55%-65%至6.23億至8.01億元人民幣。
因此,該行下調集團今明兩年純利預期9%及4%,但相信交付量可在第二季起加快,同時城際列車收入預計可繼續在未來3年每年出現20%增長,而需求會延至2022年復甦,2022年盈利預期相應調升5%,給予“增持”評級。

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