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《大行報告》瑞銀下調濰柴(02338.HK)目標價至23.4元 評級「買入」
阿思達克 04-01 10:41
瑞銀發表研究報告指,濰柴(02338.HK)去年第四季盈利為21億元人民幣,遜預期,主因部份客戶延期購買,令公司入賬收入延遲,海外收入亦被匯兌與一次性員工開支所拖累。因歐美疫情,亦令公司來自KION的貢獻由2019年12億元人民幣,降至4億元人民幣,但在手訂單快速增加,今年盈利貢獻亦迅速復甦。

該行指,公司目前正推進A股配股計劃,未分派去年盈利,沒有派發末期股息,全年派息比率維持在13%。公司指,將考慮配售完成後派發盈利。瑞銀維持濰柴「買入」評級,目標價由24.3元降至23.4元。

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