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郭思治: 可考慮分階段買入眾誠能源(02337.HK)
阿思達克 11-30 09:46
香港股票分析師協會副主席郭思治稱,受新冠疫苗的樂觀消息支撐,市場憧憬經濟復甦推升原油需求,加上有指油組及盟友(OPEC+)傾向將明年1月增產200萬桶的計劃至少推遲三個月以支撐油價,油價自4月期油價一度跌至負值以來逐步回穩,自年中起大致反覆橫行,本月更自逾五個月低位回升,近日再站於每桶40美元樓上。

眾誠能源(02337.HK)與中國森田企業集團有限公司訂立戰略合作框架協議,擬就石油及天 然氣零售及批發的運輸及存儲進行戰略合作,以利用雙方各自的資源及專業優勢加強 競爭力,以及於能源相關行業開拓市場。森田集團從事包括石油、天然氣的投資開發、生產銷售和國際貿易。眾誠能源於2018年透過收購捷利物流將業務擴展至了能源運輸服務。截至目前,捷利物流及其附屬公司共擁有及管理擁有超過100輛危險品運輸車的車隊,包括石油運輸以及燃氣運輸車輛。同時,捷利物流還為長春伊通河管理及營運石油運輸車輛,並就其業務向長春依通河及其附屬公司租用燃氣運輸車輛。

此外,眾誠能源亦於今年8月完成收購六十多個加油站,加速公司進入加油站、石油批發等領域,冀將公司定位為以加油/加氣/充電站為主,並以其他能源及新能源為輔的專業化、科技型零售服務商,相信市場憧憬經濟復甦推升原油需求,利好公司的未來業務(包括零售和批發)。

公司預計在2020年底約管理及經營100個加油及/加氣網路(目前上市範圍);2021年底約200-250個,重點併購內部和部分外部打包項目,部分聯營站(品牌加盟/託管站),至2023年底前希望達到有400-500個(打包收購項目50%,聯營站50%);目標在未來3-5年管理及經營1,000個加油/加氣/充電站網路。

主席分別在11月4日買入58.9萬股,均價6.09元及11月5日買入77.3萬股,均價6.32元,反映主席看好公司未來發展。現時眾誠能源股價為8元,可考慮分階段買入,作長線持有。(筆者為證監會持牌人)~

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