《大行報告》富瑞下調中車(01766.HK)目標價至2.79元 降中國通號(03969.HK)評級至「持有」
富瑞發表報告指,內地鐵路相關股份今年上半年業績參差,其中設備供應商如時代電氣(03898.HK)、鐵建裝備(01786.HK)及中國通號(03969.HK)表現優於該行預期,至於中國中車(01766.HK)則遜預期,主要由於內地鐵路投資延遲,上半年爲2,850億元人民幣,按年下跌5%,僅佔該行全年預測41%。
該行表示,對於錄得虧損的鐵路營運商,由於內地下半年料仍會堅持疫情清零政策,預期只會有甚少可推動有關企業轉盈的催化劑,但設備供應商則估計可見覆蘇,主因其發展電動車及太陽能等新業務。
鐵路行業中,富瑞看好設備供應商,時代電氣仍爲首選,評級「買入」。至於中車股份目標價3.4元降至2.79元,評級維持「持有」;中國通號目標價由3.4元下調至2.59元,評級由「買入」降至「持有」。
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.