《大行報告》大摩升重汽(03808.HK)評級至「與大市同步」 上調目標價至22元
摩根士丹利發表研究報告,指中國重汽(03808.HK)去年多賺88%至65億元人民幣,相等於去年下半年錄得3倍以上增長,表現勝預期,當中重型和輕型貨車分別錄60%的增長,同時成本亦見減少,而其附屬濟南卡車(000951.SZ)去年盈利亦錄50-70%增長。
該行指,中國重汽去年大致跑贏市場,公司在內地重型和輕型貨車市佔率分別增長至18%及7.8%,各升1.8及2.7個百分點,公司今年將針對液化天然氣之重型貨車。
大摩表示,決定上調對重汽目標價由15元升至22元,評級由「減持」升至「與大市同步」。
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