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《大行報告》瑞銀上調中鐵(00390.HK)目標價至6.8元 評級「買入」
瑞銀發表報告指,中國中鐵(00390.HK)本月中公布以110億人民幣收購雲南省滇中引水工程33.54%股權。認為此收購項目將為集團帶來收益,不過尚未被市場認可,收益包括增加對雲南省基礎設施項目的敞口和擴張水利市場。該行指,由於潛在的毛利率擴張和更好的流動性,中國中鐵現在值得高於其國有企業同行的溢價,因此將其目標價由5.4元上調至6.8元,並維持「買入」評級。 該行指,中國中鐵優於市場預期的基礎設施固定資產投資增長,和房託產品實質性進展,將成為其股價潛在催化劑。
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