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《大行報告》花旗:中國建築國際(03311.HK)專注住房及基建業務 重申「買入」看15元
花旗發表報告指,中國建築國際(03311.HK)股價上周五(7日)下跌6%,或與美國國防部發表在美直接或間接營運的中國軍事公司最新名單有關,其中包括「China State Construction Group Co.」,但集團的英文名稱是「China State Construction International Holdings Limited」。 該行認為,通常美國制裁/限制僅與引用的確實實體名稱有關,因此上述引用的名稱很可能並非指中國建築國際。而集團的業務主要集中在內地的公共住房和基礎設施,以及香港/澳門的基建、公屋和賭場項目。 另外,花旗預料集團未來催化劑包括港府即將於10月19日公布《施政報告》,料將更強調MiC(模塊集成建築)用於基建和房屋,以及10月25日公布的第三季經營業績。花旗重申對中國建築國際股份「買入」評級,目標價15元。
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