大行評級|美銀:上調中國建築國際目標價至13.3港元 上調每股盈利預測
美銀證券報吿指,中國建築國際中期收入按年升12%,中期淨利潤按年升12.7%,符合該行預期。公司宣派中期息每股33港仙,按年升20%,派息率30.4%,按年升1.8個百分點。管理層增加派息指引,由約三成調整至最少三成,並擬維持或增加全年派息比率,去年為30.8%。該行又指,公司新訂單按年升29%至1250億港元,為全年目標六成,主要受香港多個巨型環保項目推動訂單增長支撐,內地及澳門訂單亦按年升17%及7 %。該行上調中國建築國際明年及2026年每股盈利預測1%至2%,目標價相應由11.7港元上調至13.3港元,目標預測市盈率5.7倍不變,為歷史平均值,重申“買入”評級。
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