《大行報告》瑞信首予海天國際(01882.HK)「跑贏大市」評級 目標價34.21元
瑞信發表報告,首予海天國際(01882.HK),予其股份「跑贏大市」評級,目標價34.21元,此相當預測今年市盈率18倍。該行表示,集團為內地最大的塑膠注射成型機生產商,市場佔有率達40%,大幅領先同業,預期集團的主導地位最少在未來五年不會受到挑戰。
該行預期,海天國際旗下塑膠注射成型機穩固的需求將在今年持續,主要是受到製造業固定資產投資復甦推動,特別是汽車及家電行業。更長期而言,相信塑膠產品需求及海天的全球擴展會進一步提升。
瑞信估計,海天國際2020年至2022年的收入將分別增長11%、19%及10%,純利則上升23%、19%及8%。
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