大行每日評級 | 中金首予東嶽集團跑贏行業評級
港股點評
大和：東嶽集團(00189.HK)新建PVDF項目獲批可消除不明朗 重申買入評級就東嶽集團(0189.HK)新建1萬噸╱年PVDF項目獲批。大和發表報告表示，由於東嶽的PVDF項目最終獲得批準，該行認爲該公告是消除了東嶽一個重大的不明朗因素。該行認爲，潛在的PVDF替代品，即浙江研一的“Z-ONE”還需要一段時間才能通過與下遊客戶的長時間測試來證明其性能。該行維持對東嶽“買入”評級。
中金：首予東嶽集團(00189.HK)跑贏行業評級 目標價16港元中金髮表研究報告指，東嶽集團(00189.HK)瞄準高端氟硅業務發展，預期新業務將釋放增長潛力，首次給予跑贏行業評級，目標價16港元，爲2022年預測市盈率的7.7及2023年的6倍。該行認爲，東嶽集團是從基礎化工到成功升級至高端材料市場的一個例子，預計短期內鋰電池用PVDF行業將持續蓬勃發展，集團收購工業硅資產，將可抵銷原材料供應波動。中金預計，2021至2023年每股盈利預測分別可達1.22、1.7及2.19元人民幣，複合年增長率達34%。
美銀證券：重申香港交易所(00388.HK)買入評級 目標價529港元美港電訊APP 12月29日訊，近日滬深港交易所及中國結算就ETF納入互聯互通標的整體方案達成共識，美銀證券發表研究報告指，料ETF納入互聯互通標的將在7月初推出，相信將成北向及南向成交額的新動力，亦有助香港的整體成交額，從長遠來看，這也是國內資金流向香港支持市場流動性的關鍵一步，港交所是香港證券及衍生品市場的主要營運者及監管者，重申買入評級，目標價529港元。
麥格理：重申頤海國際(01579.HK)跑輸大市評級 降目標價至30港元麥格理髮表報告，認爲消費需求將低於預期，影響頤海國際(01579.HK)的關聯交易和第三方業務運營。該行將頤海國際目標價由33港元下調至30港元，重申“跑輸大市”評級。麥格理指，頤海國際關聯交易的最大不利因素是將是海底撈(06862.HK)銷售持續低迷，和火鍋湯底新配方導致的價格下行趨勢，該行將頤海國際關聯交易收入增長從之前的25%下調至2021年下半年的2%，2021年至2023年盈利預測分別下調3.1%、8.9%及11.4%。
高盛：騰訊京東繼續互惠互利關係，兩股均列入確信買入名單高盛發表研究報告指，騰訊(00700.HK)透過向股東實物分派減持京東(09618.HK)股份，並繼續保持互惠互利的業務關係。該行認爲，京東集團在其領先的零售規模下，具有獨特的第一方線上直銷＋市場模式，並輔以其行業領先的內部倉儲和供應鏈能力。該行維持京東買入評級，並列入確信買入名單，目標價477港元。該行指，基於騰訊穩健的業務基礎，包括擴大騰訊遊戲在中國和全球的影響力、加速遊戲投資，強大的變現潛力加速，維持騰訊買入評級，並列入確信買入名單，目標價742港元。
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