匯川技術 (300124.CH): 新能源及軌交業務再次出發 July 6, 2018

投資概要

新能源客車業務波動影響了公司去年業績,但我們預計2018 年中國的工控行業高增長 勢頭有望繼續,公司的工業自動化業務有望繼續快速增長,同時軌交業務將進入集中 兌現期。我們預計公司2018/2019 年的每股盈利分別為0.8,0.97 元人民幣,小幅調整 目標價至32.55 人民幣元對應2018/2019 年40.5/33.5 倍預計市盈率,給予增持評級。(現價截至7 月4 日)

Valuation trend

9

About the author

Profile photo of Zhang Jing

Zhang Jing
Phillip Securities (HK)

Bachelor Degree in Tongji University of Engineering; Master Degree in East China Normal University of finance. Currently covering the automobile and air sectors. She has years of experience in investment research and is good at combining analysis for the companies with industry prospects.

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