港股異動 | 信義光能跌逾3% 創新高後本週已累跌逾9%
格隆匯9月27日丨信義光能(0968.HK)於上週五(20日)盤中高見5.27港元,創上市新高後,本週已五日連跌累跌逾9%。收報4.71港元,跌3.68%,暫成交1.2億港元,最新總市值379.6億港元。瑞銀今日發報告指,信義光能股價年初至今已上升78.5%,明顯跑贏H股及A股太陽能板塊同期的分別上升4%及30.2%。表現跑贏主要由於供需緊張,使太陽能玻璃今年至今的價格上升。其現時估值相當於今年市盈率15.2倍,對比其歷史平均的11.4倍已屬史上高位,而且集團估值與H股行業平均的14.6倍相比亦屬合理。將評級由“買入”降至“中性”,目標價由5港元上調至5.4港元。美銀美林則將其今年的每股盈利預測下調0.1%,但升目標價至5.85港元,重申“買入”評級。
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