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《大行》建銀國際:中船防務(00317.HK)新船訂單儲備強勁 目標價23.7元
阿思達克 07-31 10:37
建銀國際研究報告指,基於造船業利潤的季節性因素,加上毛利率假設較先前預期更樂觀,將中船防務(00317.HK)2025至27年淨利潤預測上調24%至32%。預計附屬公司黃埔文沖目前持有約540億元人民幣的新船訂單儲備,將支持2025至27年盈利年均複合增長率達70%。 該行對中船防務目標價為23.7元,以反映公司盈利能見度提升及貿易緊張局勢緩和。另考慮到公司強勁的盈利增長前景,該行認為公司估值具吸引力,重申對其「跑贏大市」評級。
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