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富瑞:升中重汽(3808.HK)目標價至31.3港元 評級買入
格隆匯 09-02 13:01

富瑞發表研究報告指,中國重汽(3808.HK)將繼續在內地重型卡車(HDT)業務方面的繼續獲得市佔率,因其在LNG方面及高端產品的領先技術,將今財年及明財年盈利預測分別上調5%及11%,並將目標價由28.1港元升至31.3港元,重申買入評級。

該行表示,預期未來2-3年HDT的需求會保持穩定,銷量維持逾100萬部,亦指隨著疫情的影響,料第二季的海外需求將轉移至下半年,將於下半年的需求將較上半年為高,分別上調2020財年收入和盈利預測15%及6%。

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