里昂:升信義光能(0968.HK)目標價至6.6港元 重申“買入”評級
里昂發表報告表示,對於信義光能(0968.HK)
日前再遭控股股東減持4.3%股份,不認為是反映公司基本面轉弱。該行相信信義光能今年業務仍有可觀增長,主因強勁的國內需求抵消了新市場的供應,帶動去年太陽能玻璃價格反彈,加上該公司產能擴張計劃等因素。
該行又指,去年信義光能新增太陽能發電場的速度較慢,料今年會加快,因此上調其2019至2021年核心盈利預測5.4%/8.5%/8.8%,目標價相應由5.7港元升至6.6港元,重申“
買入
”評級。
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