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《大行報告》匯豐研究上調中集安瑞科(03899.HK)目標價至8.5元 評級「買入」
阿思達克 05-24 10:18
匯豐研究發表的報告指,中集安瑞科(03899.HK)今年以來股價已升46%,而投資者對其清潔能源分部看法亦越趨樂觀,認為透過兩家合營擴張氫業務長遠屬利好,將目標價由6.4元升至8.5元,調整後目標價較市場預期6.9元,高23.2%,評級維持「買入」,認為長遠增長有助支撐股價。

該行指出公司業務策略圍繞三大領域,其中最大的是清潔能源,公司亦正研究包括生物醫藥、環保及危險廢物處理等的新機遇,相信經過新冠疫情的影響後,其2021年經營盈利能力將有改善。

該行指出內地正研究氫能源作為主要能源,內地最大的氫生產商中石化(00386.HK)亦開始透過太陽能及風能建立綠色氫產能,同時計劃未來五年建逾1,000個氫氣站。該行相信中集安瑞科將受惠氫市場增長等。

該行將公司2021-23年收入預測升1%、5%及11%,經營溢利預測則升5%、2%及12%,淨利預測升7%、3%及14%,估計各個分部復甦將加快。(el/u) ~

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