《大行報告》瑞信上調中鐵建(01186.HK)目標價至9.24元 評級「跑贏大市」
瑞信發表報告,將中鐵建(01186.HK)2021年至2023年的每股盈測上調6%至9%,以反映更高的收入預測。H股目標價由8.49港元上調至9.24港元,維持「跑贏大市」評級。展望未來,由於中國已將政策基調轉向強調投資以穩定經濟,瑞信認為中鐵建將在下半年保持強勁增長。
瑞信指,中鐵建上半年收入和凈利潤分別為4,885億人民幣和123億人民幣,分別按年增長31.7%和32.1%。第二季度收入按季增長9%,低於季節性增長,主要由於材料成本上升情況下,施工步伐放緩。上半年建築業收入按年增長30%,高於該行預期。
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