摩根大通发表报告,上调中集安瑞科(03899.HK) 估值基础,以预测2026至27年合并市盈率计,目标市盈率由原先13.5倍升至15倍,与历史均值一致,目标价相应由12元升至14元,予“增持”评级,并认为该股是宏观环境不确定下相对防守性的选择。虽然该行将2026年净利润预测下调9%,以反映天然气市场收紧及中东局势不稳,对化工品及传统清洁燃料储运需求造成的短期干扰,但认为公司涉及能源安全及国防相关...
Source Link摩根大通发表报告,上调中集安瑞科(03899.HK) 估值基础,以预测2026至27年合并市盈率计,目标市盈率由原先13.5倍升至15倍,与历史均值一致,目标价相应由12元升至14元,予“增持”评级,并认为该股是宏观环境不确定下相对防守性的选择。虽然该行将2026年净利润预测下调9%,以反映天然气市场收紧及中东局势不稳,对化工品及传统清洁燃料储运需求造成的短期干扰,但认为公司涉及能源安全及国防相关...
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