摩根大通发表报告表示，中国建筑国际(03311.HK) 股价今年累升35%，跑赢中国工程与建筑同业及相关指数。该股目前股价与该行目标价相符，为明年预测市账率0.8倍及市盈率5.3倍，两者分别高于五年平均，但同时有5厘股息率。
该行认为，中国建筑国际估值不昂贵，且在股本回报率及经营现金流缓慢改善下，估值逐步修复的故事仍然继续。但该股欠缺短期催化剂，香港特区政府《施政报告》在公共开支方面带来的惊喜有限，因此下调对该股投资评级，由“增持”降至“中性”，目标价维持12.1元。
该行又指，在同业中对中铁(00390.HK) 维持“增持”评级，基于股价落后及其财务表现，有力在今年余下时间追落后。该行目前予该股的目标价为4.8元。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-24 16:25。)
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