《大行報告》大摩上調信義光能(00968.HK)目標價至19元 評級「增持」
摩根士丹利發表研報,將信義光能(00968.HK)2021至2023年每股盈利預測由0.65、0.57及0.81元調整爲0.6、0.54及0.82元,以反映市場價格調整。根據管理層的增長指引,該行削減今明兩年銷量預測,但提升2023年預測,預期太陽能市場需求強勁,長遠看好公司前景,將目標價由18.3元升至19元。
大摩指,太陽能發電業務爲公司貢獻較高利潤,且與太陽能玻璃生產業務有協同效應,料提升產能的同時可鞏固市場地位,予「增持」評級。
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