《大行報告》摩通下調信義光能(00968.HK)目標價至19.1元 評級「增持」
摩根大通發表報告,更新對信義光能(00968.HK)的預測模型,下調其2021年至2023年太陽能玻璃價格預測4%至6%,並因而調低集團此三年盈利預測4%至6%,股份目標價由20.3元降至19.1元,評級維持「增持」。
該行表示,太陽能玻璃行業收入機會的增長,與太陽能玻璃安裝的增長有很大關聯,認為信義光能有持續的增長潛力,特別是其為行業整合者之一,在太陽能玻璃領域的市佔有增長空間。
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