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最新买入评级

研究员 推荐股票 所属行业 起评日* 起评价* 目标价 目标空间
(相对现价)
20日短线评测 60日中线评测 推荐
理由
发布机构
最高价* 最高涨幅 结果 最高价* 最高涨幅 结果
国电南瑞 电力设备行业 2017-08-02 17.53 17.07 7.56% 17.76 1.31%
21.87 24.76%
详细
Nari Technology's (Nari) 1H17 core earnings grew by 22% YoY (for existing business before asset injection), higher than consensus full year forecast of 17% growth. 2Q17 earnings (+24% YoY) came in stronger than 1Q17 thanks to larger earnings contribution from new tenders. Total revenue registered 10% expansion led by 17% growth from grid automation business thanks to accelerating distribution and substation automation growth. Gross margin remains defensive at 20% (flat YoY) with stable margin from grid automation (24%). We see strong pick up of distribution equipment tenders YTD with 1H17 tender volume for both distribution terminal and master station higher than the full year amount of 2016, suggesting significant momentum in 2017E. Nari's leadership in grid automation could further enhance following the asset injection. The stock is currently trading at 17x FY18E P/E (vs. historical average of 22x P/E) on the back of 23% EPS CAGR in FY17-19E. Our top picks in T&D sector are Nari and XJ Electric.
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*说明:

1、“起评日”指研报发布后的第一个交易日;“起评价”指研报发布当日的开盘价;“最高价”指从起评日开始,评测期内的最高价。
2、以“起评价”为基准,20日内最高价涨幅超过10%,为短线评测成功;60日内最高价涨幅超过20%,为中线评测成功。详细规则>>
3、 1短线成功数排名 1中线成功数排名 1短线成功率排名 1中线成功率排名