《大行報告》大摩相信中車時代電氣(03898.HK)未來60天股價將上升
摩根士丹利發表技術意見報告,相信中車時代電氣(03898.HK)未來60天股價將上升,料發生此概率逾80%,予其「增持」評級及目標價41元。
該行指,中車時代電氣計劃到上海科創板上市,相信對其H股影響正面,並估計其A股發行價將可較H股之前收市價高出38%,並相信公司與投資者關係可望改善。該行指,中車時代電氣藉融資可鞏固其牽引系統的領導地位,及提升新業務盈利表現,並相信來自高鐵及電力動車組(EMU)訂單加快交付,料可支持今年第四季至明年的盈利錄強勁增長。
大摩亦指,中車時代電氣現估值僅相當預測明年市盈率7.3倍,已處自2014年以來的歷史低位。
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