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研報掘金丨信達證券:青島港重組改爲現金收購,EPS增幅或優於原方案,維持“買入”評級
格隆匯 02-24 16:43

信達證券日前研報指出,青島港(601298.SH)重組改爲現金收購,EPS增幅或優於原方案,維持“買入”評級。以2023年數據爲模擬基礎,初步測算原重組方案完成後,公司EPS增厚5.20%;方案調整後,公司EPS增厚6.07%,提升幅度高於原重組方案;以2024年前三季度數據爲模擬基礎,本次方案公司EPS增厚5.12%。認爲,本次方案調整有利於提高上市公司的每股收益,保障上市公司和股東的利益。本次交易將日照港集團下屬優質液體散貨碼頭資產注入公司,有利於發揮相關業務的協同效應,優化山東省港口資源配置,提高港口資源綜合利用能力,避免資源浪費,減少同業競爭,維護公司及股東的利益。

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