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《大行》瑞銀升哈爾濱電氣(01133.HK)目標價至18元 評級「買入」
阿思達克 09-17 10:05
瑞銀發表報告,將哈爾濱電氣(01133.HK)納入亞太區其關鍵推薦名單,評級「買入」,將目標價由9.6元升至18元,並將其2025至27年每股盈利預測上調27%至31%。 該行預期,哈爾濱電氣2024至29年每股盈利年均複合增長率達27%,料2025至27年股息率分別為5.9%、8.7%及10.2%,派息率預測由原來的34%、35%及36%,上調至41%、50%及50%;估計2025至27年收入增長加速,各升5%、5%及7%。儘管對其毛利率預測基本保持不變,但收入改善和成本控制的增強促使該行將公司淨利潤率預測從2024年的4%,上調至2025至2027年的6%至7%。 此外,該行相信該股份有機會被納入南向通標的,加上內地核電審批周期持續強勁,或帶來進一步上行空間。
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