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《大行報告》摩通上調中聯重科(01157.HK)及濰柴(02338.HK)目標價
阿思達克 07-13 09:49
摩根大通發表報告指,今年6月內地挖掘機和重型卡車行業再次錄得亮眼增長,整體行業銷售分別按年上升63%及59%,表現均優於市場預期。

該行表示,傳統上第三季為機械銷售的淡季,雖然預期按年仍可有正增長,但料挖掘機和重型卡車銷售按月計會有顯著放緩。

摩通上調對挖掘機和重型卡車銷售今年全年的銷售預測,由於受政策刺激的基建業務較多,該行偏好建築機械多於重型卡車。摩通上調中聯重科(01157.HK)股份目標價,由7.4元升至9.3元,評級維持「增持」。濰柴(02338.HK)目標價亦由16.2元升至17元,評級維持「中性」,今明兩年盈利預測調升6%至9%。

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