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大和:下調中鐵(0390.HK)目標價至5.5港元 首5月收入正增長
格隆匯 07-02 13:10

大和發表研究報告指,中國中鐵(0390.HK)管理層表示,今年首5月新簽訂單錄雙位數增長,而隨著4月復工,首5月收入轉為正增長,維持全年收入目標為按年高單位數增長,並將持續降低資產負債率水平,重申其買入評級,惟目標價由5.7港元下調至5.5港元。

該行續指,管理層計劃把旗下的中鐵高鐵電氣裝備到上海證券交易所科創板上市,預期2021年至2022年期間將有更多投資項目刺激公司的營運業務,亦料今年物業銷售強勁,該行將2020-22年核心每股盈利預測調升1%,以反映較高的增長假設。

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