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《大行報告》高盛升中國重汽(03808.HK)評級至「買入」 目標價上調至27.56元
高盛發表研究報告,指出根據中汽協數據,中國重汽(03808.HK)於1月份的市場份額爲29%,是內地最大重型汽車製造商,該股目前市值約爲320億元,其核心重型車業務市值10億元。此外,公司過去一年派息24億元人民幣,而過去五年累計派息68億元人民幣,意味着其股息率達7%。公司已於過去九年保持正自由現金流。 該行預期,公司收入將於2022年重新加速,主要由於建築需求刺激帶動,以及排放標準升級的新週期所影響,預期有關發展將推動公司估值,目標價由20.3元上調至27.56元,評級由「中性」升至「買入」。
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