《大行報告》富瑞上調時代電氣(03898.HK)目標價至40元 評級「買入」
富瑞發表報告指,時代電氣(03898.HK)上半年營業額和淨利潤均按年增長30%以上,主要由於新興產業設備業務的營業收入按年增長超過100%,以及成本節約。該行預計,隨著6月份開始的動車組(MU)招標,下半年鐵路業務收入增長將復甦。
考慮到產能提升,該行對時代電氣IGBT業務收入增長前景保持樂觀。該行維持其H股「買入」評級,認為上半年業績勝預期,可能會改善市場對其營業額增長和利潤率前景的看法。H股目標價由37元升至40元。
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