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《大行報告》高盛降中國中車(01766.HK)評級至「沽售」 目標價下調至2.9元
高盛發表報告指,中國中車(01766.HK)今年第三季收入、經營利潤及純利分別爲490億元、26億元及25億元人民幣,按年下跌13%、27%及20%,較該行預期分別低出9%、18%及11%。 該行表示,最新需求數據顯示,年初至今內地鐵路旅客量與2019年同期比較仍跌27%,相信鐵路設備板塊的復甦之路依然未明。而中國中車H股股價年初至今已上升43%,對比MSCI中國爲下跌7%,高盛認爲股份跑贏的水平並不合理,因集團的基本面未見有改善情況。 高盛將中國中車H股評級由「中性」降至「沽售」,目標價由3元下調至2.9元,並調低集團今年至2025年每股盈利預測1%至6%,以反映第三季業績的毛利受壓。
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