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德銀:通用電氣今年迄今飆近70% 預料仍有25%上升空間
阿思達克 09-28 23:42
德銀指通用電氣(GE.US)今年屬於輝煌的一年,2023年迄今股價飆升近70%,或有望實現自1972年以來最大的年度升幅,德銀重申通用電氣「買入」評級,目標價141美元,即有25%上升空間,指通用電氣未來收獲將更多。 分析師Scott Deuschle稱讚通用電氣擁有一個充滿催化劑的前景,令人振奮,主要是其航空航天領域作為一個獨立的業務,其交易價格可以高於同業,歸功於通用電氣於該市場擁有領先純業務的地位,和較高自由現金流轉換率,料經歷今年初迄今大幅上升之後,該股仍有望跑贏大市。 Scott Deuschle稱,通用電氣航空航太公司以對技術進行再投資,並增加其市場份額,提高通用電氣的競爭實力,並提高業務的終端價值。
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