《大行報告》野村升中聯重科(01157.HK)評級至「買入」 目標價上調至9.8元
野村發表報告指,中聯重科(01157.HK)發盈喜,預期今年上半年純利介乎38億元至42億元人民幣,按年增長48%至63%。根據管理層,上半年業績表現強勁主要由於基建項目的需求穩固,加上市佔率持續增長,特別是混凝土泵、塔式起重機和履帶起重機,而且使用物聯網降低了銷售及市場推廣開支。
野村上調中聯重科評級,由「中性」升至「買入」,目標價由7.8元上調至9.8元,指集團上半年盈喜代表業績大幅優於該行及市場預期,相信任何市場的盈利預測上調,都可能是股價的催化劑。
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