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《大行報告》摩通降信義光能(00968.HK)評級至「中性」 目標價削42%至11元
阿思達克 05-10 12:05
摩根大通發表研究報告,指太陽能玻璃自4月初以來累跌18%,跌幅集中於五一假期後發生。該行料多晶矽供應緊張及價格相應上升將壓抑其他元件的利潤率。考慮今年太陽能玻璃供應趨增,其價格料趨降;然而,降幅亦令該行感驚訝。

考慮最近太陽能玻璃價格走勢,該行削信義光能(00968.HK)2021至2023年盈測24%至27%;由於定價壓力大於該行原先預期,以及今年餘下時間缺乏正面催化劑。下調投資評級由「增持」降至「中性」,目標價由19.1元大幅削42%至11元。

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