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東方盛虹(000301.SZ)漲停創歷史新高 收購斯爾邦獲機構看好
格隆匯 07-12 09:56
格隆匯7月12日丨東方盛虹封漲停板,報價24.51元,創歷史新高,市值1185億元。公司宣佈擬最終以143.6億元收購斯爾邦100%股權。據悉,通過此次交易,公司將置入盈利能力較強的優質資產。公司主營業務將進一步拓展並新增高附加值烯烴衍生物的研發、生產及銷售,主要產品範圍將新增丙烯腈、MMA、EVA、EO及其衍生物等一系列多元基礎及精細化學品,有助於增強公司的可持續發展能力和核心競爭力。國盛證券預計東方盛虹2021~2023年的歸母淨利潤分別為20.5、75.4、101.1 億元,分別對應53、14及11倍PE。該行稱目前公司還存在顯著低估,繼續堅定推薦。中信建投最新表示,暫不考慮斯爾邦新業務、新材料帶來估值溢價,保守給予東方盛虹12倍PE,市值區間為1620-1680億元。

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