《大行报告》瑞银上调龙工(03339.HK)目标价至3.16元 评级「中性」
瑞银发表研究报告,指龙工(03339.HK)去年纯利增19%,剔除来自财富管理的投资收入,经常性盈利亦高於预期11%,收入升10%,同样胜预期。
该行指,去年毛利跌0.6个百分点,海外收入升40%,主因一带一路国家和新兴市场需求增长。公司今年首季表现强劲,四项主要的产品类别销售增长表现良好,管理层指今年辆式装载机维持市场首位,叉车可录双位数增长,海外市场亦预期有50%以上增长。
该行升今明两年盈利预期分别12%及11%,目标价由2.9元升至3.16元,评级维持「中性」。
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