《大行報告》麥格理下調信義光能(00968.HK)目標價至20.6元 評級「跑贏大市」
麥格理髮表研究報告指,太陽能玻璃價格正處於今年低位,預期會於下半年反彈,不過幅度料不及預期,降今明兩年平均售價4%及2%。
該行指,部份太陽能電場的裝機時間或延至明年,因發改委最近明確2021年新建項目不再通過競爭性方式形成具體上網電價,直接執行當地燃煤發電基準價,相信有助短期降低多晶硅價格,以及刺激終端需求。
該行表示,信義光能(00968.HK)維持對產能擴張的步伐,相信可有帶動其純利增長,同時維持至2025年市佔率比例約42至45%,重申「跑贏大市」評級,但降2021至23年每股盈利預期2至10%,目標價降12%至20.6元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.