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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

中交建 01800.HK 手頭訂單充裕

Thursday, October 04, 2018 Views2525

中文建截至 6 月底止上半年業績,營業收入 2,075.86 億人民幣,按年增加 16.1%,錄得純利 82.57 億元,增長
4.9%,每股盈利 46 分。期內,新簽合同 4,287.68 億元,增長 1.7%。 6  月止,未完成合同金額 1.55 萬億元。

中交建上半年的業績合符市場預期,新訂單撇除馬來西亞項目後升 1.7% ,而大量在手訂單(按年升
16%)及充足的資本開支線(按年升7.7%)意味下半年新訂單將會加速。另外,公司毛利率增加 0.4% 至
12.7%,主因高利潤項目增加足以抵銷原材料成本上漲。

於貿易戰環境下,中央目前積極推動基建投資拉動下滑經濟,在積極的財政政策環境下,項目不斷上馬,下半年收入及盈利亦可望大幅提升。


買賣策略
買入: $7.8-8  收集     目標價: $9      止蝕價: $7.5


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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