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《大行報告》大和降信義能源(03868.HK)評級至「沽售」 目標價下調至1.75元
阿思達克 08-01 10:07
大和發表報告指,由於信義能源(03868.HK)融資成本高企、應收補貼復甦能見度低、以及組件價格低,故集團或會將其派息率限制在45%至50%,以爲未來收購太陽能發電場儲備更多資金,除非市場格局發生實質性變化。因此,該行將公司在2023年至24年派息比率預測由100%下調至50%,而2025年則由100%下調至75%。公司中期每股派息爲0.34元,大幅低於預期。 該行又指,在削減產能增長支出的同時,公司將今年收購目標維持於0.77-1GW,又認爲現時談及2024年至25年目標仍言之過早。該行將其目標價由2.4元下調至1.75元,並將其評級由「持有」降至「沽售」。(ca/k) ~
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