A股異動丨克來機電大漲7.47% 可轉債獲證監會批覆 券商看多
格隆匯11月28日丨克來機電(603960.SH)大漲7.47%,報29.35元,總市值51.6億元。克來機電於11月22日公告,,公司可轉債申請獲得證監會批覆,核准公司發行1.8億元公司可轉債,限期6年。根據公告,本次募投項目預計實施達產後年均可實現銷售收入 2億元,税後內部收益率(IRR)16.60%,税後動態投資回收期為 6.94年(含建設期),其中第一至三年生產符合分別為 60%、80%、100%,將顯著厚增公司訂單業績。安信證券隨後發佈研報稱,公司作為汽車電子裝備領域龍頭,下游景氣且競爭格局優秀,享受工程師紅利,逐步蠶食國外對手市佔率,成長持續穩健,長期看好公司發展。從並表口徑,預計2019-2021年公司淨利潤分別為1.17、1.57、2.19億元,對應 EPS分別為0.66、0.89、1.25元。維持買入-A 評級,給予6個月目標價35.6元,相當於 2020年 40倍市盈率。
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