《大行報告》美銀證券微升時代電氣(03898.HK)目標價至40.9元 第三季業績勝預期
美銀證券發表報告指,時代電氣(03898.HK)第三季業績勝預期。軌道交通電氣設備和鐵路工程機械收入按年分別增14%和62%,至分別23.67億和4.01億元人民幣。首三季來自維修和維護的收入按年增長超過 50%至8.5億元人民幣。管理層預計,早前中鐵總的動車組招標訂單將於年內全部確認,並預計公司維修保養收入將在未來幾年呈上升趨勢。
美銀證券將時代電氣2023至2025年各年盈測分別升4%、升0%及降3%,以反映最新財務數據,並以其鐵路設備和新興設備業務預測明年市盈率各11倍和26倍為估值基礎,將H股目標價由40.4元微升至40.9元,重申「買入」評級。
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