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《大行報告》瑞銀下調信義能源(03868.HK)目標價至7.4元 評級「買入」
阿思達克 03-31 14:52
瑞銀發表報告表示,重申對信義能源(03868.HK)前景持正面看法,主因包括料在陽光資源正常化下,今年度盈利將反彈47%以及諮詢文件草案的結果更好等短期利好因素;而長線而言,料公司2020至2023年度之產能年複合增長率達34%,且到2023年該公司62%的太陽能發電場將實現市電平價,因此公司現金流不會受到補貼政策的影響,同時公司擁有強勁資產負債表等因素。

該行補充,將其2021至2023年度每股盈利預測下調7%至10%,以反映稅率較預期更高,維持「買入」評級,目標價由8元降至7.4元。

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