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《大行報告》美銀證券升通用電氣(GE.US)目標價至175美元 評級「買入」
阿思達克 03-08 09:47
美銀證券發表報告指出,早前參與GE Vernova的投資者日,GE Vernova對明年經調整EBITDA和自由現金流的指引,高過該行原預期,且公司抓住不斷增長的電氣化需求定位為當日的亮點。而GE Vernova的主要挑戰仍然是離岸風電業務虧損(去年虧損11億美元),惟管理層預期今明兩年虧損將有所收窄。 該行提及,通用電氣(GE.US)計劃於4月2日分拆GE Vernova上市,另重申對通用電氣的「買入」評級,目標價由162美元上調至175美元。
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