《大行報告》大摩相信中國中車(01766.HK)股價60日內將升 評級「增持」
摩根士丹利發表研究報告,預期中國中車(01766.HK)股價未來60日將上升,料發生此概率達80%,指出17組共172個單位的復興號動車組於3月22日開始競標,項目相當於21.5套標準動車組,總價值約40億元人民幣,預計鐵路機車及鐵路貨車的新訂單將在短期內回升,而中國中車將主要受惠。
大摩又預計,中國中車受惠於城市鐵路和風電業務的強勁增長,去年第四季交付情況恢復勝於預期,去年業績表現料向好,予目標價6元及「增持」評級。
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