《大行報告》大和上調金風科技(02208.HK)目標價至16.5元 評級「持有」
大和發表研究報告指金風科技(02208.HK)第三季純利按年增46.6%,毛利率增7.2個百分點至24.3%,勝預期,公司指引風電設備明年毛利料爲18%,與今年相若。
該行指,預期第四季風電設備價格會維持穩定。經營現金流方面,已由第二季的4.06億元人民幣流出,變爲第三季有18.59億元人民幣流入,管理層預期經營現金流情況會於第四季持續改善。
該行升2021至23年每股盈利預期11-25%,以反映較佳毛利率,目標價由14元升至16.5元,評級「持有」。
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