You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和上調中鐵建(01186.HK)目標價至10.5元 評級「買入」
阿思達克 05-04 10:48
大和發表的研究報告指,中國鐵建(01186.HK)公布首季業績後舉行了分析員會議,總體而言管理層估計儘管海外方面具不確定性,但內地政策刺激包括是地方政府專項債以及信貸環境改善等,均有助支撐公司在內地的擴張,公司大致維持對今年的新訂單及收入目標,特別是留意到在西安地區及舊改方面有很大的增長潛力。大和將公司2020-21年每股盈測降2-6%,以反映今年首季業績及增長預測等的影響,重申對公司「買入」評級,目標價由10.3元升至10.5元。

該行指出首季中鐵建淨利按年跌24%至29.7億元人民幣(下同),主要因為期內收入按年跌8%,毛利率亦收窄1.2個百分點,期內經營現金流為負424億元,而到首季末資產負債比率為75.9%。

雖然面對疫情爆發,但公司仍預期全年新訂單目標為2,800億元,按年增4%,公司對海外項目的安全及衛生標準等均有信心,而現時公司僅有數個項目是受疫情影響要停工,故該行估計海外市場的不確定性對公司今年收入增長影響有限。(el/k) ~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account