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大行評級|大摩:時代電氣次季初步業績勝預期 予其目標價35港元

摩根士丹利發表報吿指,時代電氣第二季度初步業績好過市場預期,純利按年升31%至9.39億元,超出該行估算15%,上半年純利相當於該行全年預測的41%,相比以往五年平均佔比為35%。大摩認為盈利增長主要因為動車交付增加,以及新業務穩定增長,在行業上升週期下,預期今年鐵路設備業務增長穩健,下半年主要焦點為新動車及維修合約競投,以及動車晶片模組IGBT產能增加的進度。

大摩對該公司持“增持”評級,目標價為35港元。

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