《大行报告》瑞信信义光能(00968.HK)短期股价受母企配股减持影响
瑞信发表报告指,信义光能(00968.HK)股价今早出现调整,相信是因其遭母企信义玻璃(00868.HK)以每股3.75元,折让9%配售3.14亿股股份(占公司已发行股份3.9%)有关。
该行表示,信义光能管理层在今早举行的电话会议上提到,母企减持主要是由於有自身的资金需求。而在中国需求改善的推动下,公司对下半年太阳能玻璃的前景仍然正面。
瑞信预期,信义光能短期股价会受母企配股减持影响,在调整过後,公司目前估值大约相当於今年市盈率11倍,相信风险回报仍然吸引,维持公司「跑赢大市」评级,而且是行业首选之一,目标价5.1元。
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