智通财经APP获悉,金风科技(02208)续跌超3%,股价暂现五连跌。截至发稿,跌3.17%,报4.88港元,成交额1.11亿港元。
消息面上,摩根大通近日发布研报称,金风科技股价在1月27日下跌10%,可能是由于金风未能在发盈喜限期前发出该类公告,推测金风可能未能达到2024年盈利同比增长87%的市场预期水平。该行将金风盈利可能未达预期,归因于处置风电项目的规模和时机。
摩通大根认为处置收益将影整体盈利表现,但强调并未反映在当前股价或该行估值框架中,因此虽然该公司股价短期内或仍会波动,该行依旧维持对“增持”评级,看好涡轮机业务有潜在反弹机会,又指公司未有发布盈警公告,反映去年第四季不太可能取得极大规模的减值损失。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.