《大行報告》富瑞上調中國重汽(03808.HK)目標價至18.5元 評級「買入」
富瑞發表報告指,與中國重汽(03808.HK)進行了非交易路演。中國重汽認為溫和增長將持續,預計明年HDT(重型卡車)銷量將達到100萬輛,出口銷量將保持在20萬輛以上的水平。
該行將中國重汽今明兩年盈利預測分別上調至39億元和53億元人民幣,以反映更樂觀的銷售額和利潤率前景。基於2024年8倍市盈率預測,上調對中國重汽H股目標價由15.39元升至18.5元。富瑞重申「買入」評級,是該行在 HDT領域首選。
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