You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》瑞银上调中车时代电气(03898.HK)目标价至37.4元 评级「中性」
阿思达克 04-26 09:53
瑞银发表研究报告指,考虑到内地交通量复苏缓慢,将中车时代电气(03898.HK)核心业务电动车组(EMU)及机车销售需求预期降低,相应将公司2021至2023年每股盈利预测下调17%至18%。

瑞银预测,受惠於电动车渗透率提高,用於电动车的绝缘栅双极电晶体(IGBT)的业务收入增长将加快,但由於产品发展较预期慢,预期该业务在2025年前难以达到收支平衡。

该行预期,疫情因素将持续影响今年高铁电力转换系统的需求,估计明年将出现复苏,高铁交通量将增长40%至21亿人次,但较预期慢,低於2019年的24亿人次。瑞银基於电力半导体业务成为公司长期增长动力,将目标价由25元, 大幅上调至37.4元,评级「中性」。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account