大行每日評級 | 信義光能目標價被削4成,大行看好通用動力
今日看點
1.摩根大通削信義光能(00968)目標價42%至11港元,評級降至“中性”。該行預計多晶硅供應緊張及價格相應上升將壓抑其他元件的利潤率,考慮最近太陽能玻璃價格走勢,下調公司2021-23年盈測24%-27%。此前花旗、瑞信、大和等均下調光伏玻璃股目標價,認爲供過於求的情況下,光伏玻璃價格仍有下行空間。
2.貝爾德將通用動力(GD)的評級從 “持有”上調到 "買入",並將目標價從180美元升至243美元,對應27%的潛在上漲空間。公司項目有望獲得政府300億美元的提案通過,且公司商業航空的產品銷量將得到提振。
3.Baird將安森美半導體(ON)評級上調至“買入”,並將目標價從38美元上調至48美元。該行料公司積極庫存轉移,加上利用率的大幅反彈,使他們能夠在第二季度通過超過競爭對手獲得份額,並且認爲,中期投資者可能會從持續的上升週期和可能是公司歷史上最重要的轉機中獲得顯著的上漲回報。

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