《大行報告》花旗升中集安瑞科(03899.HK)評級至「買入」 目標價上調至13.1元
花旗發表研究報告指,中集安瑞科(03899.HK)首九個月收入增長維持強勁,按年升46%,快過該行原先全財年增長31%的預測。報告稱,公司自公布中期業績以來,股價累計回調約15%,相信主要因市場憂慮液化天然氣價格上升,限制其清潔能源板塊新訂單增長。不過,該行商品團隊預期因供應缺口收窄,亞洲液化天然氣價格在冬季後將大幅回落。該行料公司在2022財年清潔能源業務新訂單將恢復增長。由於積存訂單組合改善,料毛利率可溫和擴張,投資評級由「中性」升至「買入」,目標價上調至13.1元,以反映2022財年盈測上調。
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