Tiger Brokers

【大行评级｜美银：维持信义光能“买入”评级 管理层有信心可捍卫市场份额】美银证券发表研究报告指，信义光能去年除税后净溢利及每股盈利，均符合早前的盈利预告及该行预测。撇除减值后，集团的太阳能玻璃毛利率为10.5%，相较于2023财年的21.6%，2024年下半年的太阳能玻璃毛利率将为亏损2.6%，符合预期。报告提到，信义光能管理层指引，今年的资本开支为29亿元，并有信心可捍卫市场份额，料一旦需求回升，公司有能力快速反应。基于美银对集团利润率触底反弹的展望，维持“买入”评级，目标价3.7港元。

金融界
03 Mar
美银证券发表研究报告指，信义光能去年除税后净溢利及每股盈利，均符合早前的盈利预告及该行预测。撇除减值后，集团的太阳能玻璃毛利率为10.5%，相较于2023财年的21.6%，2024年下半年的太阳能玻璃毛利率将为亏损2.6%，符合预期。报告提到，信义光能管理层指引，今年的资本开支为29亿元，并有信心可捍卫市场份额，料一旦需求回升，公司有能力快速反应。基于美银对集团利润率触底反弹的展望，维持“买入”评级，目标价3.7港元。

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