《大行報告》摩通一舉降金風(02208.HK)評級至「跑輸大市」 削目標價至5.75元
摩根大通發表報告指出,鑑於今年第三季業績,該行維持對海上風電開發將為內地風電市場貢獻最高增長的看法,並料海底電纜製造商東方電纜(603606.SH)將從中受惠。
此外,該行一舉降金風科技(02208.HK)的投資評級,由「增持」降至「跑輸大市」,將其金風H股目標價由12元削至5.75元,認為公司改善渦輪機設計以保持穩健盈利能力的舉措尚未取得成果。建議投資者由金風「換馬」至其他風電設備領域股份。
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