《大行報告》大和下調中集安瑞科(03899.HK)目標價至4.9元 評級「買入」
大和發表報告指,受新型肺炎疫情影響,中集安瑞科(03899.HK)的化學及液體食物設備業務的表現料較預期為差。該行估計,集團上半年的收入將按年下跌20%,其中化學設備銷售按年跌35%,液體食物設備銷售則跌30%,但內需推動的能源設備按年可維持增長。
大和維持中集安瑞科股份「買入」 評級,目標價由5.4元降至4.9元,並調低集團今年至2022年的每股盈利預測13%至14%,以反映疫情導致封城,對液體食品項目的全球貿易、工程、採購和建築服務的長期影響。
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