《大行報告》瑞信上調中鐵(00390.HK)目標價至6.43元 評級「跑贏大市」
瑞信發表報告,中鐵(00390.HK)目標價由5.91元上調至6.43元,評級維持「跑贏大市」。同時將2022年至2024年的每股盈測提高4%至9%。
瑞信指,中鐵首季收入和淨利潤表現都好過該行預期。該行認爲中鐵的估值將進一步上升,因過去兩年建築商的評級下降主要與對中國基礎設施增長的擔憂有關。中國近期已表示要加強基礎設施建設,或將爲整個行業於未來帶來重新評級,而中鐵的盈利能力較強,應能成爲主要受惠者。
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