《大行報告》瑞銀首予東嶽集團(00189.HK)「買入」評級 目標價14元
瑞銀首予東嶽集團(00189.HK)「買入」評級,給予目標價14元。該行認爲東嶽股價自2021年9月起調整超過60%,在盈利結構改善後,指公司股價爲2022年市盈率預測6倍,較同業平均13倍至18倍爲低,認爲東嶽被低估。
瑞銀稱,市場忽略了其收益結構的潛在改善,估計PVDF(聚偏氟乙烯)業務於2022年及以後淨利潤貢獻將增加至50%以上。該行預期燃料電池能源汽車(FCEV)安裝量可推動PEM(質子交換膜)銷售,意味PEM銷售在2021-30年年複合增長率達75%。
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