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《大行報告》摩通下調時代電氣(03898.HK)目標價至57元 評級「增持」
摩根大通發表報告指,對時代電氣(03898.HK)今明兩年利潤預測大致上維持不變,並指管理層整體上對於今年起展望感樂觀。 該行指,即使中鐵總(CRC)缺乏明確的採購目標,但繼續看好時代電氣軌道交通業務的前景;至於在新興設備業務方面,該行認為汽車類別的功率半導體器件(IGBT)銷售仍是主要推動增長的引擎,並透過加快進口替代,以抵銷新能源汽車的需求疲軟。 摩通將其目標價由67元下調至57元,維持其評級為「增持」。
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