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《大行报告》瑞银下调中国中车(01766.HK)目标价至5.1元 评级「买入」
阿思达克 05-03 10:47
瑞银发表研究报告,指中国中车(01766.HK)首季收入和利润分别增24%及79%,符初步业绩预期,毛利为21.2%,大致相若,因应汇兑亏损减少,令财务开支跌75%,经营现金流录净流出129亿元人民币,较去年90亿元更多。

该行指,收入增长主因新业务表现强劲,来自相关部份的收入增73%至156亿元人民币,并首次超越铁路设备收入。公司维持盈利指引,认为海外订单可维持在60亿美元水平。该行降2021至23年盈利预期15至16%,以反映收入预期减少,以及毛利下降,目标价由5.6元降至5.1元,评级「买入」。

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