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《大行報告》花旗升中國重汽(03808.HK)評級至「買入」 降濰柴(02338.HK)目標價至11.3元
花旗發表報告指,中國重汽(03808.HK)早前發盈警,料上半年稅後淨利潤按年跌62%至68%,即11.59億至13.77億元人民幣,低於該行及市場預期,主要受到經濟放緩及因內地疫情反覆以致物流中斷等因素影響。該行將其在2022至2024年純利預測下調21%至27%。由於花旗料板塊自今年下半年起逐漸復甦,上調重汽估值基礎,由預測今年市盈率5.5倍上調至7.4倍,予其目標價由12.5元下調至11.3元;考慮該股股價過度調整,將重汽評級由「中性」上調至「買入」。 該行亦表示,濰柴動力(02338.HK)早前預告今年上半年稅後淨利潤按年跌60%至65%,至介乎22.51億至25.73億元人民幣,低於該行預期,惟基本上符合市場預期;該行將其在2022至2024年純利預測下調12%至13%,並將其目標價由11.6元下調至11.3元,維持其評級為「中性」。
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