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《大行報告》花旗升時代電氣(03898.HK)評級至「買入」 目標價上調至37.5元
花旗發表報告指,時代電氣(03898.HK)第二季業績表現穩固,將2023和2024財年盈利預測分別上調11%和20%。目標價由35元上調至37.5元。報告解釋,時代電氣(主要經營鐵路設備業務、能源半導體及新能源車驅動裝置「E-Axle」)本年至今股價累跌約30%,以市盈率計估值與同業中國中車(01766.HK)(主要經營鐵路設備業務)相若,意味市場或低估時代電氣能源半導體業務,因此將時代電氣評級由「中性」上調至「買入」,料以現價計有約40%上行空間。 對於公司會否潛在分拆半導體業務IPO,花旗指無法證實該計劃是否屬實或計劃的時間表。但如果屬實,IPO將推動時代電氣股價上漲,類似於2021年9月時代電氣(688187.SH)A股上市股價走勢。
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