Market Brief

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Author

王富榮先生 (Chris Wong)
高級交易員

現任職輝立交易員,對投資大中小型股票均經驗豐富,亦擅於以窩輪、牛熊證操作。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
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3925 9289

中國中鐵 00390.HK 中標多項工程

Tuesday, December 18, 2018 Views1175

中國中鐵今年首 9 個月的營業收入,按年升 5% 至 4,934.25 億元 (人民幣),純利升 18.2% 至 130.45
億元。單計第三季度,集團營業總收入 1,796.65 億元,按年升 4.3%,純利升 4.9% 至 34.92 億元。

今年首 9 個月,基建合同按年增加 1.6% 至 7,700 億元,其中「市政及其他」新簽合同按年升 12.6% 至 4,951.3
億元,而「鐵路」業務新簽合同則下跌 5.9% 至 1,342.6 億元。今年 9 月底,集團未完成合同額 28,387 億元,按年增長
10.4%。

集團近來中標國內 20 項重大工程,以及 2 項海外重大工程,中標價合計約 247.97  億元,約佔公司 2017 年營業收入 3.59%。

鐵路基建板塊於內地經濟下行壓力下,持續擔當拉動角色。中央在基建投資增長於 2012
年開始下行,在今年去杆桿下,更跌至極低水平,因此未來有頗大空間從新透過提升基建開支提振經濟。



買賣策略
買入: $6.7-7 收集     目標價: $8.5      止蝕價: $6.4



本人王富榮為證監會持牌人士。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證券的所有相關財務權益。

 

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