You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨德邦證券:首予萬華化學“買入”評級,中長期成長性突出
格隆匯 06-05 14:21
德邦證券研報指出,萬華化學(600309.SH)2024年歸母淨利潤130.33億元,同比-22.5%;2025Q1歸母淨利潤30.82億元,同比-25.9%,環比+58.9%。隨着減值計提完成包袱出清,公司資產質量得到改善,後續有望輕裝上陣。目前全球貿易存不確定性關税風險,公司擁有匈牙利BC 基地,同時在4月完成對法國康睿HDI工廠的收購,有助於保障公司產品全球供應&關税降本。此外,近期擬採用增資擴股方式引進擁有豐富LPG資源的境外化工企業作為戰略投資者,保證原料的長期穩定供應。公司是全球聚氨酯龍頭企業,伴隨在建項目有序推進,中長期成長性突出。首次覆蓋,給予“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.
uSMART
Wealth Growth Made Easy
Open Account