港股异动|获券商看好中烟香港涨4.6%
格隆汇7月19日丨中烟香港(6055.HK)现涨4.64%,报17.6港元,暂成交5965万,最新总市值122亿港元。
国泰君安研报指,公司作为中烟旗下唯一的国际业务平台,拥有烟草类产品进出口的独家经营权,在所从事业务领域没有任何竞争对手,充分受益于中烟整合海外资源及大力推广新型烟草制品的趋势。考虑到标的具备高度稀缺性、独家经营地位带来高议价能力、HNB新型烟草制品放量可期,预计2019-2021年营业收入分别为76.00、78.26、80.52亿港元,归母净利润3.44、3.62、3.80亿港元,对应EPS0.52、0.54、0.57港元。给予目标价21.51港元,对应2019年41PE倍,首次覆盖给予“增持”评级。
此外,据格隆汇勾股大数据通过内部港股通实时监测模型计算,中烟香港9月可能被纳入港股通名单。
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