《大行报告》汇丰研究上调中集安瑞科(03899.HK)目标价至8.5元 评级「买入」
汇丰研究发表的报告指,中集安瑞科(03899.HK)今年以来股价已升46%,而投资者对其清洁能源分部看法亦越趋乐观,认为透过两家合营扩张氢业务长远属利好,将目标价由6.4元升至8.5元,调整後目标价较市场预期6.9元,高23.2%,评级维持「买入」,认为长远增长有助支撑股价。
该行指出公司业务策略围绕三大领域,其中最大的是清洁能源,公司亦正研究包括生物医药、环保及危险废物处理等的新机遇,相信经过新冠疫情的影响後,其2021年经营盈利能力将有改善。
该行指出内地正研究氢能源作为主要能源,内地最大的氢生产商中石化(00386.HK)亦开始透过太阳能及风能建立绿色氢产能,同时计划未来五年建逾1,000个氢气站。该行相信中集安瑞科将受惠氢市场增长等。
该行将公司2021-23年收入预测升1%、5%及11%,经营溢利预测则升5%、2%及12%,净利预测升7%、3%及14%,估计各个分部复苏将加快。(el/u) ~
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