《大行報告》大摩下調海螺創業(00586.HK)目標價至45.22元 評級「增持」
摩根士丹利發表報告指,海螺創業(00586.HK)在今年上半年收集了約18萬噸危險廢物,按年上升75%。而危廢處理量亦由今年4月及5月的超過3萬噸,加快至6月的逾4萬噸。
該行預期,集團今年上半年核心盈利可按年增長27%至5.45億元人民幣,主要由於危險及固體廢物協同處理按年升55%至1.9億元人民幣,及廢物轉化能源按年升19%至3.05億元人民幣。
大摩維持海螺創業股份「增持」評級,但目標價由47.85元降至45.22元。該行認為,集團估值吸引,目前相當於今明兩年市盈率分別7.4倍及7.1倍,均低於海螺水泥(00914.HK)的7.9倍。
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