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財經地產- 茂名反PX 上石化無奈 @ 2014-04-02T10: Back Hot News
Keyword:上石化
Concept:上石化料原油 , 上石化董事長王治卿
投資策略:維持前期判斷,目前價位對應的估值和業績增長有較強的吸引力。我們預計2013年~2014年歸屬於母公司股東的淨利潤為12.86億元和29.64億元,對應EPS分別為0.24元和0.56元。我們認為公司股價雖有所反彈,且並未反映2014年公司基本面好轉的預期—哈密煤化工項目產能利用率逐步提升,吉木乃LNG項目盈利能力強勁,新的原油進口政策的放開預期。我們繼續看好公司高速成長帶來的投資價值,各項業務進展規模效應將顯現,不確定因素逐漸減少。維持「買入」評級,目標價11.20~12.32元。

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