《大行報告》摩通升信義能源(03868.HK)評級至「增持」 目標價上調至5.3元
摩根大通發表報告,將信義能源(03868.HK)的評級從「中性」上調至「增持」,目標價由4.3元上調至5.3元,因爲管理層計劃在2022財年將新增產能加快到約1吉瓦。
摩通指,考慮到更高的產能增長,將2022和2023財年的盈利預測分別提高6%和11%,並上調至2025年累計產能增長預測約20%。隨着更新盈利預測,信義能源的2022財年股息率接近5%,2022年至2024年的盈利複合增長率料爲19%。
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