A股異動 | 密爾克衞漲5% 連續5年業績增速超45% 化工供應鏈服務龍頭雛形已現
格隆匯1月13日 | 密爾克衞(603713.SH)現漲5.09%,報130.32元,總市值214億元。公司1月12日發佈2021年業績預吿,預計2021年歸母淨利潤約4.15~4.36億元,同比增44%~51%,業績指引中樞約4.26億元,同比增48%,略超市場預期,公司自2017年起已連續5年業績增速超45%。中信證券發研報稱,公司通過不斷拓展倉儲佈局驅動物流能力發展,通過佈局貿易分銷等更多業務環節拓寬成長空間,看好公司長期發展。由於公司新業務拓展及業績增長超預期,該行上調2021-2023 年歸母淨利潤預測至4.25/6.16/8.67億元(原預測為4.18/5.79/7.58 億元),對應EPS預測分別為2.59/3.74/4.5.27元,當前股價對應2021-2023 年48/33/27倍PE,公司過去5年業績增速均超45%,未來3年仍有望保持高速增長,按照2022年40倍PE,上調目標價至150元,維持“買入”評級。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.