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郭思治: 众诚能源(02337.HK)并购後发展惹憧憬 上望7.6至8.2元
阿思达克 10-22 10:58
香港股票分析师协会副主席郭思治称,众诚能源(02337.HK)去年底以6.5亿港元收购恒永环球投资有限公司,以进入加油站、石油批发等领域,将公司定位为加油、加气、充电站为主,以其他能源及新能源为辅的专业化科技型零售服务商。随着完成收购,公司现已增加67座加油站,覆盖中国东北部主要城市,包括吉林省、辽宁省及黑龙江省等。另外,公司目前共营运29座加气站,其中包括22座压缩天然气,3座液化石油气及4座混合加气站。

公司预计在2020年底约管理及经营100个加油及加气网络,至2021年底将增到200至250个,到2023年底前希望达到400至500个,而目标在未来35年管理及经营1000个加油、加气、充电站网络。目前公司已发出超过75万张会员卡,并有超过170万名用户登记成为微信公众号会员,此数据库该可为公司制定更高质量的营销计划和拓展其他新业务的机会。

假设合并後,按2019年的业绩计,众诚能源赚3,500万元人民币,而恒永环球投资有限公司去年溢利为1.02亿元人民币,相信该可带动全年业绩向好。目前公司仍会物色新业务,即公司未来将会有颇大的发展空间。据联交所披露,大股东於完成收购後以约5.18元前後增持644万股,反映大股东对公司有信心。另外,需留意的是,现时介乎10亿元至50亿元市值的能源公司,合理市盈率该为18倍左右。以众诚能源现价在6元计,配合完成收购後,按市盈率约18倍计,目标可上望7.6元至8.2元。

(笔者为证监会持牌人)~

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