《大行報告》花旗上調通用電氣(GE.US)目標價至135美元 評級「買入」
花旗發表報告指,通用電氣(GE.US)第二季業績表現強勁,加上上調2023年的展望,認為其在市場預期高企下,執行力理想,航空復甦將支持其持續增長。該行又認為,電力公司穩定的營收及盈利能力反映業務整體營運狀況健康,又相信集團在分拆Vernova前的行動可能會受到投資者的好評。
該行表示,隨著全球航空航天終端市場的持續復甦和良好的盈利可見性,認為集團有能力在今年餘下時間及明年推動穩健的營收和盈利增長。目前,集團預計其航空航天業務的有機收入將錄得高雙位數至20%的增長。該行預期,航空航天需求持續強勁復甦,加上供應鏈狀況逐步改善可能是相對可持續的利好因素。雖然預計集團的可再生能源投資組合在短期內仍面臨挑戰,但認為虧損收窄和缺乏增量阻力令人鼓舞,表明該公司的業務扭虧為盈計劃基本按預期進行。
該行將集團目標價由126美元上調至135美元,評級「買入」。
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