《大行報告》摩通下調中車(01766.HK)目標價至6.9元 降時代電氣(03898.HK)目標價至67元
摩通發表研究報告指,中車時代電氣(03898.HK)及中國中車(01766.HK)今年至今表現跑贏大市,主要因新的增長動力帶動重估,當中包括IGBT、時代電氣的半導體、中國中車的新能源行業等。不過,因中國鐵路總公司招標活動減少,盈利有下行預期,降中國中車盈利預測9%,降時代電氣盈利預測15%。
該行預期,中鐵總的招標活動自8月底起開始加速,以應對第四季的產煤活動增長。
該行降兩股目標價,其中中車由7.3元降至6.9元,時代電氣由70元降至67元,兩者評級均為「增持」。
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