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《大行报告》麦格理升保利协鑫能源(03800.HK)评级至「跑赢大市」目标价下调至0.53元
阿思达克 07-10 12:00

麦格理发表报告指,基於保利协鑫能源(03800.HK)作出一系列资产处置以降低杠杆,及其晶圆产品升级,上调对集团的股份评级,由「跑输大市」升至「跑赢大市」,但目标价下调16%至0.53元。另外,又上调集团今明两年的每股盈利预测857%及6%,至0.09元及0.05元人民币。

该行表示,资产处置有助保利协鑫降低财务成本、增加每股盈利及股本回报率。在近期的资产处置後,预期集团的每股盈利可有改善,今明两年的股本回报料可提升至7.8%及4.8%,财务成本亦可下降9%及10%。至於净负债比率则料可由去年的191%,下降至今明两年的162%及158%。

麦格理又称,集团的晶圆产品由多晶矽升级到准单晶,应有助其於毛利率由去年的6%,改善至今明两年的分别12%及17%。

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