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《大行报告》摩通微升信义光能(00968.HK)目标价至24元 评级「增持」
阿思达克 03-02 09:46
摩根大通发表研究报告指,信义光能(00968.HK)2020财年盈利按年增长89%,期内已受到太阳能发电场业务一次性影响所拖累,但业绩表现仍达到早前盈喜的近上限。

报告指,信义光能太阳能玻璃业务表现向好,毛利率较预测高出3个百分点,相信是由於成本控制及产品组合所致,将2020至2021财年盈利预测上调2%及5%。

该行指,与稳健的基本面相反,信义光能的股价自农历新年以来下跌了18%,对比同期国指跌幅为5%,认为现时是买入的机会,重申「增持」评级,目标价由23.9元升至24元。

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