《大行报告》摩通上调中联重科(01157.HK)目标价至15..7元 评级「增持」
摩通发表研究报告,调整中联重科(01157.HK)模型,反映最新的表现情况,调升2021至22年盈利预期5%至8%,并计入2023年数字,升目标价至15.7元,维持「增持」评级。
该行指,公司股价自3月起跌约20%,主因对本地钢价近期急升或影响其利润率,但相信行业前景乐观,认为跌市是买入机会。
该行表示,预期公司首季的强劲增长动力,将持续至第二季,特别是起重机和混凝土机械。虽然近期原材料成本价格上升,但公司的批量采购和长期合约下料毛利率不会受到影响,公司亦有能力提价;出口亦於首季反弹,而公司开始推行海外扩张计划。
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