汇丰研究下调保利协鑫(03800.HK)目标价至3.7元评级「买入」_老虎社区_美港股上老虎

汇丰研究下调保利协鑫(03800.HK)目标价至3.7元评级「买入」

AAFN2021-12-17

汇丰研究发表报告，指保利协鑫折让2.4%配股净筹近50亿元，应能支持明年的扩张资金，并料原矽价格的快速下降将缓解对投入成本的担忧，维持「买入」评级，但在考虑到新股稀释因素後，下调2022-23年每股盈测7%至8%，将目标价由4元调低至3.7元，不过相信该股未来仍会有多种积极的催化剂。汇丰研究指，保利协鑫已经计划在明年积极扩张其颗粒多晶矽生产，这将令产能从今年底的2.4万吨提升到明年底的25.4...

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锐哥来了
·2021-12-17
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掌中宝
·2021-12-17
工业硅！拜托专业点！
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