大行評級|大和:下調中聯重科目標價至5.9港元 下調2024至26年每股盈測
大和發表報吿指出,預期中聯重科第二季應占溢利按年增長12%,經調整利潤按年增長33%,另對其今年每股盈測下調19%,主要由於春節後國內上半年的需求低於預期等。但該行對公司2025至2026年毛利率預測上調各約1個百分點,認為新的先進起重機工廠可能在今年底投產,提升對其起重機業務的海外毛利率預測。該行將中聯重科2024至2026年的每股盈利預測下調6%至19%,對其評級由“跑贏大市”上調至“買入”,目標價由6.8港元下調至5.9港元,看好公司在2024至2026年的表現跑贏同業。該行認為公司股價近期下跌,或是由於市場對美國總統候選人特朗普如在11月初勝出,中美貿易緊張局勢可能升級的憂慮所推動,但公司來自美國及歐洲的收入佔比少於7%,意味着任何潛在的關税上調影響均有限。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.