匯豐研究:維持信義光能(0968.HK)“買入”評級 目標價5.8港元
匯豐研究發表報告表示,信義光能(0968.HK)
日前遭9個控股股東折讓配售3.5億股股份,佔發行股本4.3%,管理層向分析員透露,該等控股股東有意維持其總持股高於50%。
報告又指,最近太陽能玻璃價格上升反映了安裝熱潮,推動該公司毛利率升至35%至40%(去年上半年約27%),更相信該強勢會持續至今年上半年;同時當其石英砂礦投產後,公司成本將進一步改善。至於預期今明兩年行業產能擴張有限下,從長遠而言,隨着海外市場的增長,供需有望達到平衡。因此,該行維持信義光能目標價5.8港元及“
買入
”評級。
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