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《大行報告》花旗降濰柴動力(02338.HK)評級至「中性」 目標價下調至21元
阿思達克 08-31 12:31
花旗發表報告,預計濰柴動力(02338.HK)2021年至2023年重型卡車(HDT)行業將繼續處於下行週期,將目標價由21.88元下調至21元。雖然濰柴仍然是行業中表現出色的公司,但大多數正面因素似乎已反映股價上,鑒於卡車行業前景惡化,將該股評級由「買入」下調至「中性」。 花旗指,濰柴上半年業績強勁,營業額按年增長34%至1,264億元人民幣(下同),純利按年增長37%至64.32億元。不包括一次性項目,核心凈利潤按年增長39%至59.71億元。該行預計其第二季營業額按年增長10%至609.17億元,凈利潤按年增長18%至30.88億元,符合該行及市場預期。
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