《大行報告》花旗下調信義光能(00968.HK)目標價至12.5元 評級「買入」
花旗報告指出,基於信義光能(00968.HK)財務成本增加及人民幣兌港元匯率下跌,因此下調其2022-23年盈測1%至3%,目標價相應由13元下調至12.5元,不過因估計太陽能玻璃銷售將有所上升,故此上調其2024年盈測9%。
該行預計,儘管行業供應能力增長快於需求增長,太陽能玻璃製造商的利潤率或持續受壓至明年,但集團11月太陽能玻璃平均售價上漲,料有助推動下半年集團毛利率。基於集團市佔率最高,加上行業整合帶來的上行空間,維持其評級「買入」。
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