《大行報告》大摩相信中鐵建(01186.HK)股價60日內將升 評級「增持」
摩根士丹利發表技術意見報告,相信中國鐵建(01186.HK)股價60日內將上升,料發生概率爲80%以上,評級「增持」,目標價10.06元。
大摩指,市場對中國政府在基礎設施資本支出方面的積極基調反應良好,反映投資者對今年增長趨於穩定的預期,以及一些關鍵基礎設施項目新開工加速。該行認爲,內地正進行逆週期的寬鬆政策,預計2022年交通固定資產投資(FAI)增長較2021年的2%增速加快,中國鐵建將能因此受惠。
該行指,中鐵建現價爲2022年預測市盈率約2倍,在每年10%至15%的盈利增長預估下,估值非常具吸引力。
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