《大行报告》中信证券升东岳(00189.HK)目标价至19元 评级「买入」
中信证券发表研报,指东岳集团(00189.HK)受惠新能源市场蓬勃发展,去年纯利升近1.7倍至20.75亿元人民币。公司核心产品PVDF及其上游R142b供不应求,价格大幅上行,同时有机硅板块也受益于海外订单转型国内。
报告称,公司扩产计划持续落地,积极布局氢能业务,在氟、硅、膜、氢四个方面持续发力,开拓进取稳固行业龙头地位。信证看好东岳长期发展布局,考虑到新增产能放量,上调公司2022至2023年净利润预测,由原先15.77亿及17.27亿元人民币,上调至分别38.42亿及43.45亿元人民币,新增2024年净利润预测46.21亿元人民币。目标价由10.2元大幅上调至19元,维持「买入」评级。
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