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《大行報告》美銀證券上調信義光能(00968.HK)目標價至21.1元 評級「買入」
美銀證券發表報告,預計太陽能玻璃的平均銷售價格和毛利率將在明年首季陷入低谷,但估計在春節假期後回升,決定上調信義光能(00968.HK)目標價由20元至21.1元,料其2021年至2024年的每股盈利年複合增長率為31%,重申「買入」評級。 美銀證券指,信義光能和福萊特玻璃(06865.HK)的資產負債率將在2022年至2030年間分別達到25%和35%高位,但仍低於同行。較低的負債率將有助在沒有股權融資的情況下進行擴張,以提高產能、市場份額、現金流和每股盈利。
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