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大行評級|大摩:濰柴動力策略及營運有良好基礎 估值亦吸引
濰柴動力董事長譚旭光因年齡原因而辭任,執行董事馬常海已獲委任為董事長,昨日(12日)起生效。摩根士丹利發表報吿指,市場對相關消息應有輕微負面影響,但提供建倉機會,因為公司策略及營運有良好基礎,估值亦吸引。濰柴H股現價相當於今年預測市盈率8.5倍、明年7倍,該行預期今明兩年純利按年各增長25%,公司總市值1100億元,去年底持約500億元淨現金,估計今明兩年自由現金流各200億元。
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