You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞信:中鐵(00390.HK)首季新增訂單按年升84%創歷史新高 料可獲重估
瑞信發表報告指,中國中鐵(00390.HK)今年首季新訂單錄6,060億元人民幣,按年增長84%,爲首季新訂單額歷史新高,佔中鐵集團2022年度新訂單目標的20.7%左右,對比過往首季對全年新訂單貢獻約爲12%至14%。 該行表示,中國中鐵期內基礎設施建設新訂單增長94%,主要受市政項目推動;鐵路業務保持穩定,增長8%;高速公路新訂單則升增加148%。 瑞信指出,中鐵新訂單增長遠高於預期,在宏觀疲軟的情況下,中國當局對基建的刺激措施,以及中國中鐵表現都令人感到滿意,相信公司今年第二季新訂單表現亦可強於預期,在政策支持下預期中國中鐵可獲進一步重新評估。 瑞信稱,中鐵近期宣佈A股回購計劃,表明管理層對長期增長潛力充滿信心,認爲目前中鐵估值不高,給予「跑贏大市」評級,中國中鐵H股目標價爲5.91元,對應今年每股盈利預測約4倍。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account