【行家论股】迪耐(DNEX,4456,主板科技股) 积极践行ESG赢赞赏
分析:丰隆投行研究
目标价:1.69令吉
最新进展:
迪耐(DNEX,4456,主板科技股)子公司英国Ping石油,与Cerulean Winds公司签署了解备忘录,为英国中北海的Avalon发展项目,提供专用海上浮动风力涡轮机。
Ping石油将与Cerulean Winds成立一家联营公司,以部署和运营浮动风力涡轮机。
根据文告,该涡轮机将用于Ping石油收购的“Sevan Hummingbird”号浮式生产储卸油船(FPSO)提供动力。
迪耐 DNEX
行家建议:
我们对迪耐签署了解备忘录的举动大感欣慰,并要大力赞赏该公司在环境、社会与监管(ESG)的措施方面,采取更多有利举动,即通过减少化石燃料的使用,来减少温室气体排放。
按照文告,我们了解到Avalon的开采石油项目将有所延迟,即从原先的2024年中,推迟至2025年中。
另外,迪耐作为一个拥有科技头衔的公司,该估值目前相较低廉。
值得注意的是,目前该公司2023和2024财年的预估本益比,分别仅有11.5倍和9.5倍。
不过,鉴于美联储将在今年下半年有进一步加息的动作,我们预计科技板块在未来几个月将首当其冲,承受交易波动的影响。
虽然很难拟定一个完美的进场时机,但我们认为,鉴于迪耐的强劲增长,目前的估值确实严重被低估。
综合以上,我们维持“买入”评级和目标价1.69令吉。
迪耐股价走势 3/8/22
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E8%BF%AA%E8%80%90-%E7%A7%AF%E6%9E%81%E8%B7%B5%E8%A1%8Cesg%E8%B5%A2%E8%B5%9E%E8%B5%8F
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