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匯豐證券:下調中國中車(1766.HK)目標價至6港元 評級“買入”
格隆匯 06-30 11:07

匯豐證券發表研究報告,將中國中車(1766.HK)目標價由7.8港元下調23%至6港元,維持“買入”評級。

該行表示,兩個重要的新訂單公告可能是其股價下跌的催化劑。首先,中國國家鐵路集團表示,招標137組時速250公里復興號動車組,數量超過預期;潛力合同價值約160億元人民幣(下同)。其次,公司宣佈第二季度授予的訂單,包括247億元的主要動車組維修合同。

該行認為,公共衞生事件阻礙了訂單流,並且現在是其改善的轉折點。該行將每股盈利預期小幅下降反映出預計今年較低的貨車和客車需求。

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