《大行報告》花旗上調信義光能(00968.HK)目標價至21元 評級「買入」
花旗發表報告,重申信義光能(00968.HK)評級「買入」,以反映太陽能玻璃需求強勁,今年需求料按年增長38%;加上近期加價有助毛利率小幅上升,足夠抵銷原材料及天然氣每單位成本;同時行業新增產能亦較先原預期少等利好因素。
該行下調信義光能今年全年盈利預測9%以反映較低銷量,上調明年盈測28%以反映均價提升,下調2023年盈測4%以反映更保守毛利率預期,目標價自20元上調至21元。
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