《大行報告》摩通上調中聯重科(01157.HK)目標價至15..7元 評級「增持」
摩通發表研究報告,調整中聯重科(01157.HK)模型,反映最新的表現情況,調升2021至22年盈利預期5%至8%,並計入2023年數字,升目標價至15.7元,維持「增持」評級。
該行指,公司股價自3月起跌約20%,主因對本地鋼價近期急升或影響其利潤率,但相信行業前景樂觀,認為跌市是買入機會。
該行表示,預期公司首季的強勁增長動力,將持續至第二季,特別是起重機和混凝土機械。雖然近期原材料成本價格上升,但公司的批量採購和長期合約下料毛利率不會受到影響,公司亦有能力提價;出口亦於首季反彈,而公司開始推行海外擴張計劃。
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