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《大行報告》花旗:信義能源(03868.HK)十供一 料每股盈利及派息分別攤薄3%和2%
花旗發表研究報告指,信義能源(03868.HK)擬進行十供一,發行最多7.44億股;供股價2.19元,較上交易日(14日)收報折讓9.9%。集資總額16.28億元,所得淨額16.28億元,擬用作銀行借款再融資。 該行表示,如果配股獲悉數認購,75%的募集資金將由控股股東支付以支持集團營運,預期將分別對2023財年的每股盈利及派息潛在攤薄3%和2%。該行維持對集團的「買入」評級,予集團目標價3.2元,料其2023年產量將按年增長23至33%,組件成本下降導致資本支出減少,其今年預期為8%的稀釋收益率在中國可再生能源營運商中仍具有吸引力。
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