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《大行報告》瑞信:保利協鑫(03800.HK)配股支持擴張 股價調整後風險回報吸引
阿思達克 12-15 16:09
瑞信發表報告指,保利協鑫(03800.HK)公布配售最多20.37億股,每股配售價2.49元,較股份昨日(14日)收市價2.55元僅折讓約2.4%。 該行相信,集團是次配股將為其產能擴張提供強大支持,今年至2023的產量年均複合增長率料為142%,並可消除近期面對的配售壓力。在近期股價調整後,瑞信認為保利協鑫的風險回報吸引。 瑞信對保利協鑫股份評級為「跑贏大市」,目標價4元。
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