《大行報告》摩通升信義光能(00968.HK)目標價至6.4元 評級「增持」
摩根大通發表報告表示,與信義光能(00968.HK)舉行路演。引述信義光能管理層指,光伏玻璃定價及盈利能力在首季季節性疲弱後,將於次季改善,並指光伏玻璃今年供需展望按年大致穩定,公司仍在成本維持領導地位。
該行下調對公司今年盈利預測1%,但上調明年盈利預測6%,以反映去年業務表現、光伏玻璃定價趨勢及資本投資。該行上調對該股目標價8.5%至6.4元,維持「增持」評級,認為去年業績清除市場對公司成本領導地位的質疑。
摩通維持在內地光伏業中對光伏玻璃企業的偏好,又認為信義光能對比福萊特玻璃(06865.HK)提供略為較佳的風險回報。
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