《大行》摩通降中国建筑(03311.HK)评级至“中性” 中铁(00390.HK)表现落后评级“增持”

阿斯达克财经10-25

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，...

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