《大行報告》美銀證券升濰柴動力(02338.HK)目標價至14.8元 評級「買入」
美銀證券發表研究報告,上調濰柴動力(02338.HK)H股目標價,由13.2元上調至14.8元,評級維持「買入」。
該行指,濰柴與陝西重型汽車及中國重汽(03808.HK)開發新能源重型卡車,公司亦計劃今年增加在天然氣重型車市佔20%至25%。考慮去年業績及公司今年業績指引,該行上調對該股目標價,並視濰柴受惠內地重型卡車市場復甦的主要受惠者,亦預期其叉式起重車生產商Kion盈利率改善。
該行亦引述管理層指,濰柴去年在重型卡車市佔升1.2個百分點至11.9%,今年料錄2,000億元人民幣銷售。引擎業務方面,除重型卡車引擎銷售復甦,亦對大型發動機銷售看法正面。
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