《大行報告》瑞信上調東岳(00189.HK)目標價至31元 評級「跑贏大市」
瑞信發表報告指,東岳(00189.HK)自上周公布以每股23元配股集資33億元後,股價已回調了18%,估值亦回落至明年預測市盈率17倍。該行認為集團的基本面仍然穩健,因此是次為收集股份的良好機會,將其股份目標價由30元升至31元,評級維持「跑贏大市」。
瑞信提到,東岳計劃將其PVDF(聚偏二氟乙烯,氟碳塗料的原材料之一)產能作技術升級,由目前的每年1萬噸增加2,000噸,料於明年第二季完成,屆時可供應每年5,000噸的鋰離子電池標準PVDF(目前3,000噸),令其國內市場的佔有率由現時的約25%升至約35%。
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