《大行》大摩降中铁(00390.HK)目标价至5.6元 下调盈测

阿斯达克财经
11 Nov 2024

摩根士丹利发表报告,将中国中铁(00390.HK) 2024至2026年财年收入预测分别下调8%、10%及11%,以计及今年以来的建筑活动低于预期,以及毛利率被稍为侵蚀。净利润预测相应分别下调11%、12%及14%至320亿、340亿及350亿人民币。
大摩对中铁评级为“增持”,目标价由6.2元下调至5.6元,相信公司将受惠于5年期10万亿人民币的地方政府债务互换计划,加上应收账款周转及营运现金流改善,将可能触发进一步的重新评级。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-08 16:25。)



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