《大行報告》中銀國際升信義能源(03868.HK)評級至「買入」 目標價下調至1.5元
中銀國際發表報告指,信義能源(03868.HK)去年下半年業績遜該行預期,主要受累於轉向人民幣貸款步伐緩慢,並導致公司財務費用高於預期。
不過該行認為信義能源吸引力正上升,其向母企信義光能(00968.HK)收購太陽能發電場的新項目回報率正上升,有望在未來兩年推高公司的淨資產收益率及每股股息,並扭轉過去七個月跑輸大市表現。另外,信義能源計劃在2024年進一步轉向人民幣貸款,亦有助降低公司借貸成本。中銀國際將信義能源評級由「持有」上調至「買入」,目標價則由2.2元下調至1.5元。
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