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《大行報告》摩通升濰柴動力(02338.HK)目標價至22元 上調盈測
摩通維持對濰柴動力(02338.HK)「增持」投資評級,目標價上調至22元,並維持該股為中國建築設備股及重型卡車股首選。 該行指,濰柴動力H股及A股股價自去年大幅跑贏國指及滬深300指數,受益於市場上調對其盈利預測共識35%,以及市盈率由去年初的8倍升至目前中周期市盈率水平帶來的價值重估。該行認為,中國去年重型卡車銷售因出口推動勝預期被市場所忽略,而受益於預期更新需求,預期行業需求將在今年進入多年上升周期。 該行認為,在有利背景下,濰柴動力主要產品市佔率將加快增長,在利潤率持續擴張下見到盈利超預期的空間。該行上調公司今明兩年盈利預測20%,最新預測高於市場共識12%。
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