$晶科能源(JKS)_老虎社区_美港股上老虎

2020-12-08

14. 潜在催化剂：回归A股事项取得进一步进展。

15. 盈利预测与估值考虑可转债公允价值亏损4季度难以冲回，我们下调2020年GAAP归母净利润30%到9.1亿元；考虑成本下降进展符合预期，我们维持2021年盈利预测不变，但考虑市场已逐步认可公司成本优势，我们上调目标价至58.00美元对应10.2倍2021年市盈率，基本等于当前股价。

16. 公司当前股价交易于20.0倍2020年市盈率和10.7倍2021年市盈率。

17. 考虑公司当前股价已基本反映公司成本优势的提升，我们下调评级至中性。

18. 风险海外光伏需求不及预期，回归A股进展不及预期

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

吴莉华vivian
2020-12-08
吴莉华vivian
那你的意思是会涨还是会跌？
- 吴莉华vivian回复李小茂:
  我也看好，先拿着吧，祝你赚钱
- 李小茂:
  要是这么好预测就好啦。利好利空因素都列出来啦，看你自己怎么看咯。我个人是谨慎看好，兼顾竞争风险与成本控制。
李小茂
2020-12-08
李小茂
中金判断gaap利润9.1亿×20倍pe，约27.5亿美金市值，个人认为应该用nogaap13亿×20约40亿美金。欢迎指正。
李小茂
2020-12-08
李小茂
当然，如果光伏行业过得估值溢价，类似于a股的30倍pe，那又是另外一个增长逻辑了。

发表看法

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