Market Brief

The articles are produced in Chinese only.

Author

伍洛桓先生(Gary Ng)
經理

畢業於美國加州大學聖地牙哥分校。對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
36533000

中國交通建設股份有限公司 (1800.HK)

Thursday, August 17, 2017 Views7700

主要從事基建建設、基建設計、疏浚、裝備製造及其他業務。

 

基本資料 :

現價 : $10.32
市值 : 1669億
市賬率 : 0.94倍
市盈率 : 8.8倍
周息率 : 2.12%
52週高/低 : $11.74 / $8.09
10天/50天/250天平均價 : $10.30/ $10.50 / $8.22

 

主要股東 :

中國交通建設集團有限公司 (A股63.84%)

Merrill Lynch & Co., Inc.  (H股 11.86%)

Blackrock Inc.  (H股 7.06%)

 

 

評論:

集團剛公佈2017年上半年,集團新簽合同金額為人民幣4,312.40億元,同比增長51.95%。其中基建建設業務、基建設計業務、疏浚業務、裝備製造業務和其他業務分別簽訂合同金額為人民幣3,763.77億元、人民幣160.24億元、人民幣261.43億元、人民幣99.37億元和人民幣27.59億元。各業務來自於海外地區的新簽合同額為人民幣1,402.52億元,約佔集團新簽合同額的32.52%。預料集團將配合國家「一帶一路」之政策,發展更多海外投資項目,鞏固集團「走出去」企業領頭地位。

 

 

建議買入價: $10.20

目標價: $11.50

止蝕價: $9.75

 

註:本人伍洛桓為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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