港股异动 | 信义光能跌逾3% 创新高后本周已累跌逾9%
格隆汇9月27日丨信义光能(0968.HK)于上周五(20日)盘中高见5.27港元,创上市新高后,本周已五日连跌累跌逾9%。收报4.71港元,跌3.68%,暂成交1.2亿港元,最新总市值379.6亿港元。瑞银今日发报告指,信义光能股价年初至今已上升78.5%,明显跑赢H股及A股太阳能板块同期的分别上升4%及30.2%。表现跑赢主要由于供需紧张,使太阳能玻璃今年至今的价格上升。其现时估值相当于今年市盈率15.2倍,对比其历史平均的11.4倍已属史上高位,而且集团估值与H股行业平均的14.6倍相比亦属合理。将评级由“买入”降至“中性”,目标价由5港元上调至5.4港元。美银美林则将其今年的每股盈利预测下调0.1%,但升目标价至5.85港元,重申“买入”评级。
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