研報掘金丨東方證券:維持久立特材“買入”評級,未來高股息可期
東方證券研報指出,久立特材高質量、高速度的成長力,優秀的預期管理,鑄就股價顯著超額。全球酸性和深海油氣是大勢所趨,公司相對油氣週期有自身alpha。公司海外業務持續發力,高水平的國際化有望部分抵消油氣資本開支週期波動。油氣只是基礎,公司或成長為鎳基材料平台,未來在航空和核電領域或還有更多驚喜。公司自由現金流和現金儲備充裕,公司通過分紅+回購回報資本市場力度不斷加大,未來高股息可期。預測公司2025-2027年每股收益為1.75、1.93和2.14元。以DCF法進行估值,目標價32.36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.