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《大行報告》瑞銀上調中國建築(03311.HK)目標價至8.6元 評級「買入」
瑞銀髮表報告,將中國建築(03311.HK)股份目標價由6.8元升至8.6元,評級維持「買入」,並假設其於內地有更高的新合約及收入增長,調升集團今年至2023年每股盈利預測7%至23%。 該行同時假設中國建築的盈利年均複合增長率,會由2018年至2020年的4%,加快至今年至2023年的17%。至於淨負債則料會下降,且經營現金流估計會於2023年轉正,相信市場未完全反映此等因素。 瑞銀認爲,集團的正面催化劑包括今年第三季的新合約增長,及房屋預製件組合方面的十四五規劃。
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