研究股票每周更新

Changesinthepastweek EarningsEst.chg? 02899HKZIJINMINING-H Y 02319HKMENGNIUDAIRY RatingisBuy;6to18monthstargetpriceisHK$32.10 Y TableofcontentsPage2Sectorsandrelatedlistedcompanies Page2Automobiles,EnergyOperation,NewEnergy,Food&Beverage,ConstructionEngineering,Machinery,Media&Culture,Nonferrousmetals,Property,Telecommunication CompanyRatingDefinition TheBenchmark:HongKongHangSengIndex/NASDAQCompositeIndexTimeHorizon:6to18months RatingRelativePerformance BuyRelativePerformance>15%; orthefundamentaloutlookofthecompanyorsectorisfavorable. AccumulateRelativePerformanceis5%to15% orthefundamentaloutlookofthecompanyorsectorisfavorable. NeutralRelativePerformanceis-5%to5% orthefundamentaloutlookofthecompanyorsectorisneutral. ReduceRelativePerformanceis-15%to-5% orthefundamentaloutlookofthecompanyorsectorisunfavorable. SellRelativePerformance<-15% orthefundamentaloutlookofthecompanyorsectorisunfavorable. Compliedby:MiaLIU刘敏 +85225097247 mia.liu@gtjas.com.hk StockCode CompanyName Rating 6to18MonthsTarget(HK$/US$) Currency 21A 22A EPS 23F 24F 25F 21A 22A DPS 23F 24F 25F 21A NETPROFIT(Mn) 22A23F 24F 25F 21A 22A NBV 23F 24F 25F 21A 22A ROE(%) 23F 24F 25F Analyst DateofLastUpdate(dd/mm/yyyy) Automobiles 00175 GEELYAUTO Buy 13.33 RMB 0.481 0.524 0.617 0.720 0.812 0.171 0.186 0.245 0.286 0.322 4847 5260 6194 7226 8143 7.643 8.370 8.852 9.412 10.033 7.3 7.3 8.0 8.8 9.3 IvanWu 27/03/2023 02333 GREATWALLMOTOR-H Buy 11.50 RMB 0.728 0.910 0.477 0.994 1.567 0.370 0.455 0.238 0.497 0.783 6726 8266 4046 8432 13296 6.727 7.180 7.971 8.466 9.247 11.3 13.0 6.1 12.1 17.7 IvanWu 01/09/2023 01316 NEXTEER-R Buy 8.00 USD 0.047 0.023 0.067 0.096 0.099 0.010 0.005 0.013 0.019 0.020 118 58 167 240 250 0.779 0.771 0.832 0.915 0.995 6.2 3.0 8.3 11.0 10.4 IvanWu 18/08/2023 00425 MINTHGROUP Buy 29.00 RMB 1.299 1.304 1.594 1.894 2.269 0.540 0.521 0.638 0.758 0.908 1497 1501 1852 2200 2636 13.913 14.698 15.639 16.895 18.407 9.7 9.1 10.6 11.6 12.9 IvanWu 13/07/2023 03808 SINOTRUK-R Buy 21.50 RMB 1.565 0.651 1.082 1.379 1.712 0.550 0.290 0.433 0.552 0.685 4322 1797 2988 3808 4726 12.920 13.006 13.798 14.744 15.905 12.8 5.0 8.1 9.7 11.2 IvanWu 28/07/2023 EnergyOperations 00002 CLPHOLDINGS Accumulate 80.00 HKD 3.361 4.054 4.278 4.419 3.100 3.100 3.100 3.100 8491 10243 10809 11164 50.153 51.141 52.354 53.708 7.5 9.0 9.2 9.3 PeterShao 07/03/2022 00006 POWERASSETS Buy 53.00 HKD 2.880 2.650 2.763 2.853 2.988 2.820 2.820 2.820 2.820 2.820 6140 5649 5898 6088 6377 40.654 40.697 40.934 41.178 41.434 7.1 6.5 6.8 6.9 7.2 PeterShao 03/08/2022 01798 DATANGRENEW-H Buy 3.10 RMB 0.208 0.403 0.408 0.517 0.674 0.030 0.050 0.048 0.059 0.075 2032 3485 3500 4289 5434 1.775 2.183 2.543 3.001 3.600 7.9 12.1 11.1 12.4 14.2 PeterShao 30/08/2023 02380 CHINAPOWER-R Buy 4.10 RMB (0.040) 0.220 0.288 0.493 0.670 0.130 0.055 0.122 0.115 0.197 (256) 2648 3562 6100 8289 3.383 3.234 3.797 3.975 4.353 (0.7) 5.6 7.2 11.3 13.9 PeterShao 28/08/2023 00836 CHINARESPOWER-R Buy 19.54 HKD 0.330 1.460 2.228 2.772 3.399 0.295 0.586 0.891 1.109 1.360 2138 7042 10719 13335 16352 18.500 17.096 18.017 19.680 21.720 2.4 8.6 12.4 14.1 15.7 PeterShao 21/06/2023 NewEnergy 03931 CALB-H Buy 38.00 RMB 0.113 0.441 1.201 2.306 3.698 0.000 0.000 0.000 0.000 0.000 140 692 2129 4086 6554 16.039 19.398 25.218 33.683 43.024 0.8 2.4 5.4 7.8 9.6 PeterShao 25/07/2022 Food&Beverage 00322 TINGYI Accumulate 13.50 RMB 0.676 0.467 0.622 0.725 0.796 1.120 0.911 0.622 0.725 0.797 3802 2632 3505 4084 4485 3.316 2.374 2.361 2.565 2.768 19.1 16.4 26.3 29.4 29.9 AndyChen 20/07/2023 00220 UNI-PRESIDENTCHINA Buy 8.20 RMB 0.347 0.303 0.378 0.424 0.417 0.303 0.378 0.424 1501 1311 1631 1831 3.187 3.080 3.163 3.217 10.9 9.7 12.1 13.3 * 10/08/2022 00345 VITASOYINT'L# Accumulate 13.20 HKD (0.149) 0.043 0.149 0.263 0.377 0.000 0.027 0.094 0.166 0.238 (159) 46 160 282 404 3.048 2.784 2.898 3.075 3.300 (4.6) 1.5 5.3 8.8 11.8 AndyChen 26/06/2023 00506 CHINAFOODS-R Buy 3.65 RMB 0.205 0.236 0.257 0.292 0.322 0.125 0.133 0.167 0.190 0.210 572 660 720 818 902 1.844 1.973 2.064 2.166 2.279 11.3 12.4 12.7 13.8 14.5 AndyChen 31/03/2023 06186 CHINAFEIHE Buy 8.67 RMB 0.771 0.618 0.705 0.797 0.243 0.225 0.293 0.369 6871 5617 6405 7240 2.466 3.246 4.092 4.956 11.3 13.4 17.6 20.5 AndyChen 07/12/2022 00291 CHINARESBEER-R Buy 72.50 RMB 1.414 1.339 1.678 1.958 2.239 0.566 0.536 0.671 0.783 0.896 4587 4344 5444 6353 7265 7.531 8.335 9.409 10.640 12.040 20.1 16.9 18.9 19.5 19.7 AndyChen 27/03/2023 00168 TSINGTAOBREW-H Buy 114.00 RMB 2.328 2.736 3.383 3.964 4.415 1.100 1.800 1.600 1.900 2.100 3155 3711 4616 5408 6024 16.859 18.688 22.256 26.386 31.001 13.7 14.6 15.2 15.0 14.2 AndyChen 09/05/2023 02319 MENGNIUDAIRY Buy 32.10 RMB 1.274 1.342 1.472 1.701 1.980 0.382 0.402 0.441 0.510 0.594 5026 5303 5815 6720 7822 9.336 10.148 10.950 12.186 13.632 14.4 13.8 14.0 14.7 15.3 AndyChen 07/09/2023 ConstructionEngineering 00830 CSCDEVELOPMENT-R Buy 3.10 HKD 0.135 0.191 0.259 0.346 0.458 0.047 0.065 0.091 0.128 0.183 292 422 585 780 1033 0.775 0.948 1