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《大行報告》匯豐研究上調保利協鑫(03800.HK)目標價至3.4元 恢復「買入」評級
匯豐研究發表報告,提高了對保利協鑫(03800.HK)2021年至2022年盈利預測,並引入2023年盈利預測。目標價由3.15元上調至3.4元,並恢復對該股的評級,從停牌前「持有」提升至「買入」。 現價相當於2022年預測市盈率爲7.6倍,匯豐研究相信,該股風險回報具吸引力,因爲在目前多晶矽上升週期下有很強的盈利能力,以及顆粒多晶矽有持續進展,而市場未充分定價其潛力。 匯豐研究續指,看好DAQO New Energy Corp.(DQ.US)和新特能源(01799.HK)的公司管理,但如果保利協鑫的顆粒多晶矽繼續取得突破,在不同的市場週期中可能有更大的上升空間。
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