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《大行報告》大和一舉升中航科工(02357.HK)評級至「買入」 目標價大升80%至9元
阿思達克 01-22 12:19
大和發表研究報告,升中航科工(02357.HK)投資評級,由「持有」連升兩級至「買入」,並考慮業務前景改善及潛在A股上市,收窄綜合企業估值折讓,由60%收窄至40%,目標價相應由5元大升80%至9元;考慮附屬業績強勁,上調2020至2022年每股盈測介乎13%至22%。

報告稱,去年首三季其旗下三家上市附屬經調整純利按年升26%至67%,受惠飛機交付增加、下游需求及資產重組。整體而言,管理層料去年第四季盈利增速與去年第二至三季相若。

大和稱,其管理層對「十四五」持樂觀態度,料期內業務板塊增長優於同業,增長率穩定。此外,其母企中國航空工業集團約30%的資產重組尚未完成。

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