《大行报告》汇丰研究下调中国建筑国际(03311.HK)目标价至12.3元 评级「买入」
汇丰研究发表研究报告指出,中国建筑国际(03311.HK)去年下半年的业绩符合预期,税後纯利按年增长5%,收入按年增长19%,抵销来自共同控制实体及联营的利润贡献按年跌74%。公司重申其2022财年新定单目标约1,600亿元,以及来自共同控制实体及联营的稳定利润贡献。
该行指出,中国建筑国际的组装合成建筑法业务及建筑光伏一体化业务是两大具竞争力的产品,有助公司由承包商转型为制造商,维持对其「买入」评级,目标价由12.6元降至12.3元。该行将今明财年的盈利预测下调8-9%,主要是因为降低了共同控制实体和联营公司的投资收入预期。
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