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高盛升信义光能(0968.HK)评级至“买入”上调目标价至5.1港元
格隆汇 07-19 11:51

高盛发表报告将信义光能(00968.HK)投资评级,一举由原来“沽售”升至“买入”,指公司双面玻璃组件解决方案应用业务在行业成本具优势、兼且产能快速扩大,对其目标价上调60%至5.1港元,潜在升幅32%。

该行对信义光能看法转正面,因料中国市场今年下半年需求回升、双面玻璃组件解决方案潜在加快、兼且公司积极提升产能,可藉扩大产能提升毛利率。

高盛上调信义光能於2019年至2021年收入预测12%、25%及32%;调高对其2019年至2021年EBITDA预测分别各6%、13%及19%;2019年至2021年每股盈利预测上调1.5%、10%及16.3%,分别至0.32、0.4及0.46元。

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