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野村:升中聯重科(1157.HK)目標至6.1港元 料今年盈利增雙位數
格隆匯 05-04 16:00

野村發表研究報告預測,中聯重科(1157.HK)今年盈利將可錄得雙位數增長,但應收帳期延長,卻成隱憂,上調該公司今年及明年盈利預測各14%,H股目標價亦由6港元輕微調升至6.1港元,但投資評級維持“中性”。

野村上調中聯重科的盈利預測,主要因為該公司首季盈利理想,估計在多項基建項目上馬以及收緊環保要求下,公司今年餘下時間將受惠於強勁的需求,相信新冠疫情無損公司增長,惟應收帳期延長,卻反映壞帳風險上升,同時,中聯重科去年不派息,也揭示了現金轉換週期延長的問題。公司管理層預期,第二季業務表現繼續強勁。

中聯重科上週公佈,截至今年3月底止首季純利10.26億人民幣,按年升2.39%,每股盈利0.14元人民幣。

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