瑞信：重申时代电气(03898)“中性”评级 目标价降至28港元
瑞信发布研究报告称，重申时代电气(03898)“中性”评级，上调2022-24年度每股盈利预测2%/3%/2%，目标价由33.4港元降至28港元，以反映下调其铁路业务的预期及IGBT预测上升被较低的倍数所抵销等因素。
报告提到，首季销售和净利润同比分别增长22%/31%，高于市场预期增长12%/18%，强劲销售是由新兴设备业务所带动。受疫情影响，预计第二条IGBT生产线的利用率可能保持在80%，与去年底相似。而首季铁路设备销售转为增长3%，是铁路设备需求潜在改善的早期迹象，但可能是由地铁业务驱动。
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