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《大行报告》高盛上调潍柴动力(02338.HK)目标价至32.5元 评级「买入」
阿思达克 02-25 09:59
高盛发表报告指,撇除其持股的凯傲集团(Kion),潍柴动力(02338.HK)估值相当於去年市盈率17倍,市价对自由现金流比率则为10倍,为市场上最具吸引力的中国行业龙头之一。

该行表示,潍柴的盈利增长前景吸引,其中集团在中国提升排放要求期间已扩大技术上的领先,市场占有率由2016年的27%,提升至去年的34%,预期2025年会进一步加快至44%。在内地VI发动机推出,及海外市场复苏等催化剂推动下,高盛相信该股可成引人注意的投资。

高盛上调潍柴动力H股目标价55%至32.5元,评级维持「买入」,并调升集团2020年至2023年盈利预测最多15%,以反映新排放标准推出後的市占增加。

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