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《大行報告》高盛將信義能源(03868.HK)納入「確信買入」名單 目標價6.3元
阿思達克 03-16 10:01
高盛發表報告表示,將信義能源(03868.HK)納入「確信買入」名單,維持「買入」評級及目標價爲6.3元,指公司定位可潛在受惠於相關補貼加大,並指其現估值相當於預測內含價值對EBITDA的11.7倍,接近過去三年平均,加上,考慮到加速的可再生能源補貼支付時間表,該行將信義能源2022年2025年淨收入預測上調0.4%至1%。 該行表示,即使市場在2021年第四季太陽能需求較低、及在2022年宏觀市場存有不確定因素,指公司2021年業務仍有穩健表現,加上較少受到貿易緊張局勢和國際貨運影響,信義能源定位爲更具防禦性的下遊運營商,令其股票仍於過去一年表現超出預期。(ca/w) ~
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