《大行報告》瑞信升保利協鑫(03800.HK)評級至「中性」 目標價上調至2.2元
瑞信發表報告指,多晶矽價格明顯上升,目前約處每公斤110元人民幣,對比去年平均為每公斤76元人民幣,預期保利協鑫(03800.HK)在今年將由虧損轉為盈利。
該行表示,集團目前估值相當於今年市盈率15倍,在近期的股價調整過後已變得更為合理。另外在子公司去年顯著出售太陽能電場資產,以及今年1月相對大折讓地配股後,該行相信集團的償付風險已下降。
瑞信上調保利協鑫股份評級,由「跑輸大市」升至「中性」,目標價由0.22元大幅上調至2.2元,並調升集團盈利預測,原先估計集團今明兩年將錄虧損,最新料將分別有25億元及27億元盈利。
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