大行評級|美銀:維持信義光能“買入”評級 管理層有信心可捍衞市場份額
美銀證券發表研究報吿指,信義光能去年除税後淨溢利及每股盈利,均符合早前的盈利預吿及該行預測。撇除減值後,集團的太陽能玻璃毛利率為10.5%,相較於2023財年的21.6%,2024年下半年的太陽能玻璃毛利率將為虧損2.6%,符合預期。報吿提到,信義光能管理層指引,今年的資本開支為29億元,並有信心可捍衞市場份額,料一旦需求回升,公司有能力快速反應。基於美銀對集團利潤率觸底反彈的展望,維持“買入”評級,目標價3.7港元。
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