大行評級|海通國際:維持信義光能“跑贏大市”評級 下調目標價至8.92港元
海通國際發佈研究報吿稱,維持信義光能“跑贏大市”評級,預期由於2023財年產業持續供過於求,行業業績反彈有限,此外考慮到光伏產業的估值下調,將目標價由12.6港元下調至8.92港元。該行下調公司2023-25年的盈測,料純利分別為41.1億、54.4億及70.1億元,攤薄每股盈測各為0.46、0.61及0.79元。該行認為,目前光伏玻璃產業處於週期性低位,但隨着原材料和天然氣成本回歸正常區間,預計今年下半年公司盈利能力有望改善。
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