《大行報告》匯豐研究升新特能源(01799.HK)目標價至25元 評級「買入」
匯豐研究發表報告,在考慮到多晶矽價格預測上調後,將新特能源(01799.HK)2022年盈利預測上調8%,目標價從23元上調至25元,評級「買入」。
報告表示,最近投資者對多晶矽股份的興趣增加,即使在最近的反彈之後,新特能源估值僅相當於預測2022至2023年市盈率分別2.4倍和3.6倍,是內地太陽能板塊中最低之列。
匯豐研究認爲,新特能源8月份有望公佈強勁中期業績,將會是下一個催化劑,此外年內其A股上市的進展可能會進一步提振估值和投資情緒。
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