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《大行报告》大摩相信中车时代电气(03898.HK)未来60天股价将上升
阿思达克 10-06 10:10
摩根士丹利发表技术意见报告,相信中车时代电气(03898.HK)未来60天股价将上升,料发生此概率逾80%,予其「增持」评级及目标价41元。

该行指,中车时代电气计划到上海科创板上市,相信对其H股影响正面,并估计其A股发行价将可较H股之前收市价高出38%,并相信公司与投资者关系可望改善。该行指,中车时代电气藉融资可巩固其牵引系统的领导地位,及提升新业务盈利表现,并相信来自高铁及电力动车组(EMU)订单加快交付,料可支持今年第四季至明年的盈利录强劲增长。

大摩亦指,中车时代电气现估值仅相当预测明年市盈率7.3倍,已处自2014年以来的历史低位。

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