《大行報告》中信證券升東嶽(00189.HK)目標價至19元 評級「買入」
中信證券發表研報,指東嶽集團(00189.HK)受惠新能源市場蓬勃發展,去年純利升近1.7倍至20.75億元人民幣。公司核心產品PVDF及其上遊R142b供不應求,價格大幅上行,同時有機硅板塊也受益於海外訂單轉型國內。
報告稱,公司擴產計劃持續落地,積極佈局氫能業務,在氟、硅、膜、氫四個方面持續發力,開拓進取穩固行業龍頭地位。信證看好東嶽長期發展佈局,考慮到新增產能放量,上調公司2022至2023年淨利潤預測,由原先15.77億及17.27億元人民幣,上調至分別38.42億及43.45億元人民幣,新增2024年淨利潤預測46.21億元人民幣。目標價由10.2元大幅上調至19元,維持「買入」評級。
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