该行表示，偏好恒立液压(601100.SH)及浙江鼎力(603338.SH)，目标价分别由63元人民币及58元人民币，同样上调至69元人民币，皆予“增持”评级。另将三一重工(600031.SH)目标价由14元人民币上调至20元人民币，维持“与大市同步”评级。该行因为较强的基本面而更看好恒立液压。Morgan Stanley is more bullish on Jiangsu Hengli Hydraulic due to its strong fundamentals.
Finance and Economics Intelligence APP learned that Morgan Stanley released a research report stating that the target price of Zoomlion (01157) was raised from 3.9 Hong Kong dollars to 5 Hong Kong dollars, maintaining a "market performance" rating.
The report mentions that most domestic construction machinery enterprises' sales in the third quarter met expectations, coupled with steady overseas gross profit growth and local loss narrowing, leading to some improvements. However, caution is maintained regarding the mainland cycle and continued destocking overseas in the fourth quarter. Different companies' operations will be the main differentiating factor.
The bank expressed a preference for Jiangsu Hengli Hydraulic (601100.SH) and Zhejiang Dingli Machinery (603338.SH), with target prices raised from 63 RMB and 58 RMB to 69 RMB respectively, both maintaining a "shareholding" rating. They also raised the target price of Sany Heavy Industry (600031.SH) from 14 RMB to 20 RMB, maintaining a "market performance" rating. The bank is more bullish on Jiangsu Hengli Hydraulic due to its strong fundamentals.