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港股異動丨上海電氣漲6.52% 花旗時隔7年升評級至買入
格隆匯 04-28 14:53
格隆匯4月28日丨上海電氣(2727.HK)漲6.52%,報2.45港元,總市值371億港元。花旗發表研究報告指,取消自2013年以來一直給予上海電氣(2727.HK)沽售評級,將評級上調至“買入”,並提高利潤預期,因該公司轉型接近結束,並將目標價上調12%,至2.8港元;另外又維持其A股的“沽售”評級,目標價上調至4.4元人民幣。花旗指,上海電氣目前是花旗在中國熱電設備領域的首選股,該公司從疲弱的燃煤業務中獲得利潤的比例在行業裏最低。另外,新冠疫情對該公司的影響有限,除了一些國內項目延遲外,其兩個最大的海外項目基本按計劃推進。該行續指,在上海電氣發佈2019年業績,同時預測今年收入增長10%之後,該行對其2021年底之前的淨利潤預期提高11-21%。
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