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《大行報告》摩通上調中鐵建(01186.HK)及中鐵(00390.HK)目標價 為行業首選
阿思達克 04-17 09:56
摩通發表研究報告,升中鐵(00390.HK)和中鐵建(01186.HK)盈利預期6-11%。其中,中鐵建雖然受高基數和新冠肺炎疫情影響,但首季錄強勁的新增訂單數字,按年升14%。相信在中國政府加強基建投資和寬鬆的政策下,將有利基建業。

中鐵去年業績亦比預期強勁,該行相信市場將重估中鐵的價值。目前該行對中鐵的預測高於其他券商10-15%,對中鐵建預測則高出15-18%。因公司基本面強勁,認為目前估值吸引。摩通將兩公司列行業首選,予「增持」評級,中鐵目標價由8.5元升至9.1元,中鐵建目標價由14元升至14.9元。

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