花旗:維持信義光能(0968.HK)中性評級 降目標價至15港元
花旗發表研究報吿,將信義光能(0968.HK)目標價由18.5港元調低至15港元,維持中性評級。
報吿指,基於年初至今光伏玻璃平均售價的下降趨勢,以及預計行業產能的增長幅度大過需求增幅下,價格難有反彈,因此下調信義光能2021至2023年淨利潤預測4至9%。
該行又提到,由於光伏玻璃平均售價及毛利下行週期,該股2021年預測市盈率18.4倍及市帳率3.9倍並不吸引。

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