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《大行报告》瑞银下调信义能源(03868.HK)目标价至7.4元 评级「买入」
阿思达克 03-31 14:52
瑞银发表报告表示,重申对信义能源(03868.HK)前景持正面看法,主因包括料在阳光资源正常化下,今年度盈利将反弹47%以及谘询文件草案的结果更好等短期利好因素;而长线而言,料公司2020至2023年度之产能年复合增长率达34%,且到2023年该公司62%的太阳能发电场将实现市电平价,因此公司现金流不会受到补贴政策的影响,同时公司拥有强劲资产负债表等因素。

该行补充,将其2021至2023年度每股盈利预测下调7%至10%,以反映税率较预期更高,维持「买入」评级,目标价由8元降至7.4元。

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