【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
Singapore Investment
-
-
-
-
-
-
-
-
-
-
The History of CapitaLand7 hours ago
-
-
-
CapitaLand Integrated Commercial Trust8 hours ago
-
-
-
-
-
-
-
-
-
-
What do I fear?1 day ago
-
-
-
-
-
-
-
-
-
-
-
-
CICT 1Q2024 Business Updates2 days ago
-
-
-
-
-
-
Keyboarding Warriors4 days ago
-
-
-
-
Cory Diary : Portfolio updates4 days ago
-
-
-
Weekly Markets Outlook5 days ago
-
-
-
Portfolio Update6 days ago
-
-
-
-
-
-
-
-
Buying a home for face1 week ago
-
-
-
-
-
Finance Investment Movement 441 week ago
-
-
Market indeed coming down1 week ago
-
-
-
-
-
-
Banks and Miles Report – Mar 20242 weeks ago
-
Revisiting Bitcoin2 weeks ago
-
-
-
-
2024 (Portfolio Update)3 weeks ago
-
-
-
Retirement Journey Update for March 20243 weeks ago
-
-
-
1Q 2024 Investment Strategy Update3 weeks ago
-
-
Portfolio Summary for March 20243 weeks ago
-
-
-
Portfolio (March 30, 2024)4 weeks ago
-
-
-
QAF #77 - 2023 Annual Report4 weeks ago
-
Lentor Hills Residences4 weeks ago
-
Burnt out!4 weeks ago
-
-
-
Feb 2024 Expenditure4 weeks ago
-
-
Starting Our Second Property Cycle5 weeks ago
-
-
-
-
-
-
-
Feb 2024 Portfolio1 month ago
-
-
Summary of February 20241 month ago
-
The Market Is A Scam!1 month ago
-
-
-
-
-
-
-
-
-
Options Trading Journal Jan 20242 months ago
-
-
-
-
-
-
-
End of 2023 Review3 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report3 months ago
-
Monthly Summary of November 20234 months ago
-
3 Simple Poker Strategies for Beginners4 months ago
-
Migration of website5 months ago
-
-
Abandon REITS?5 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates7 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
A New Light11 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-