《大行報告》大摩下調中車(01766.HK)目標價至4.5元 評級「增持」
摩根士丹利發表報告,下調中國中車(01766.HK)今年至2024年各年純利預測分別5%、10%及12%,以反映去年實際財務表現、在疫情下內地機車車輛招標較預期慢,及產品組合出現毛利侵蝕。
大摩因此下調中車股份目標價,由5元降至4.5元,評級維持「增持」,認為去年是鐵路投資和設備採購的底部,預期集團由今年下半年開始會進入上升軌道。
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