宏信建发:低估值高空作业平台租赁龙头 海外布局打造成长新动能

天风证券
21 Feb

建筑设备租赁市场龙头企业,首次覆盖给予“买入”评级公司背靠大股东远东宏信,作为国内最大的设备运营服务商,截至24Q3高空作业平台设备保有量21.48 万台。公司的核心逻辑有三点,一是加大海外业务扩张将设备转移至高回报地区;二是国内高空作业平台竞争格局已基本稳固,国内高空作业平台租金或迎来涨价阶段;三是轻资产模式持续巩固龙头规模优势。我们预测宏信建发24-26 年归母净利润为9/10.4/12.2 ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10