郭思治: 可考虑分阶段买入众诚能源(02337.HK)
香港股票分析师协会副主席郭思治称,受新冠疫苗的乐观消息支撑,市场憧憬经济复苏推升原油需求,加上有指油组及盟友(OPEC+)倾向将明年1月增产200万桶的计划至少推迟三个月以支撑油价,油价自4月期油价一度跌至负值以来逐步回稳,自年中起大致反覆横行,本月更自逾五个月低位回升,近日再站於每桶40美元楼上。
众诚能源(02337.HK)与中国森田企业集团有限公司订立战略合作框架协议,拟就石油及天 然气零售及批发的运输及存储进行战略合作,以利用双方各自的资源及专业优势加强 竞争力,以及於能源相关行业开拓市场。森田集团从事包括石油、天然气的投资开发、生产销售和国际贸易。众诚能源於2018年透过收购捷利物流将业务扩展至了能源运输服务。截至目前,捷利物流及其附属公司共拥有及管理拥有超过100辆危险品运输车的车队,包括石油运输以及燃气运输车辆。同时,捷利物流还为长春伊通河管理及营运石油运输车辆,并就其业务向长春依通河及其附属公司租用燃气运输车辆。
此外,众诚能源亦於今年8月完成收购六十多个加油站,加速公司进入加油站、石油批发等领域,冀将公司定位为以加油/加气/充电站为主,并以其他能源及新能源为辅的专业化、科技型零售服务商,相信市场憧憬经济复苏推升原油需求,利好公司的未来业务(包括零售和批发)。
公司预计在2020年底约管理及经营100个加油及/加气网路(目前上市范围);2021年底约200-250个,重点并购内部和部分外部打包项目,部分联营站(品牌加盟/托管站),至2023年底前希望达到有400-500个(打包收购项目50%,联营站50%);目标在未来3-5年管理及经营1,000个加油/加气/充电站网路。
主席分别在11月4日买入58.9万股,均价6.09元及11月5日买入77.3万股,均价6.32元,反映主席看好公司未来发展。现时众诚能源股价为8元,可考虑分阶段买入,作长线持有。(笔者为证监会持牌人)~
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