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《大行報告》匯豐研究下調中國建築國際(03311.HK)目標價至12.3元 評級「買入」
阿思達克 03-28 11:00
匯豐研究發表研究報告指出,中國建築國際(03311.HK)去年下半年的業績符合預期,稅後純利按年增長5%,收入按年增長19%,抵銷來自共同控制實體及聯營的利潤貢獻按年跌74%。公司重申其2022財年新定單目標約1,600億元,以及來自共同控制實體及聯營的穩定利潤貢獻。 該行指出,中國建築國際的組裝合成建築法業務及建築光伏一體化業務是兩大具競爭力的產品,有助公司由承包商轉型為製造商,維持對其「買入」評級,目標價由12.6元降至12.3元。該行將今明財年的盈利預測下調8-9%,主要是因為降低了共同控制實體和聯營公司的投資收入預期。
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