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

中國中鐵股份有限公司 (0390.HK)

Friday, November 17, 2017 Views6398

主要從事基建建設、勘察設計與諮詢服務、工程設備和零部件製造、房地產開發以及其他業務。

 

基本資料 :

現價 : $5.87
市值 : 2155億
市賬率 : 0.94


市盈率 : 9.64


周息率 : 1.71%
52週高/低 : $7.71 / $5.82
10天/50天/250天平均價 : $6.01/ $6.41 / $6.56

 

主要股東 :

中國鐵路工程總公司 (A股65.79%)

Blackrock Inc. (H股 8.93%)

全國社會保障基金理事會 (H股 7.91%)

J.P. Morgan Chase & Co. (H股5.77%)

 

評論:

集團公佈截至2017年9月,集團營業額上升6.5%至人民幣4,702.77億元,股東應佔溢利增長19.4%至人民幣110.36億元。期內新簽合同額為人民幣8,980億,增長23.7%。未完成合同額人民幣23,216.9億元,較去年底增長13.9%。其中,基建建設業務人民幣19,185億元,勘察設計與諮詢服務業務人民幣344.2億元,工程設備和零部件製造業務人民幣324.2億元,分別較去年底增長15.7%、28.8%及18.4%。 預料集團能夠受惠國家「一帶一路」之政策,承建國家重點工程,並不斷擴大集團的經營領域和經營範圍。

 

建議買入價: $5.80

目標價: $6.50

止蝕價: $5.50


 

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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