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《大行報告》瑞銀升信義光能(00968.HK)目標價至6.9元 業績勝預期
阿思達克 02-29 12:01
瑞銀發表報告指,信義光能(00968.HK)去年業績好過市場預期,純利按年增長10%至41.9億元,單計去年下半年純利按年升46%、較去年上半年升一倍,相信業績強勁主要因為下半年天然氣及碳酸鈉成本下跌,帶動毛利率改善。其目標價由6.6元上調至6.9元,評級「買入」。 該行將信義光能於2024至2026年每股盈利預測,分別上調6%、9%及13%,反映光伏玻璃毛利率假設上調,相信需求改善及去庫存將會成為近期的催化劑。
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