JPMorgan Downgrades GOLDWIND (02208) Rating to "Neutral" with Target Price Raised to HK$10.3

Stock News
Aug 27

JPMorgan published a research report stating that GOLDWIND (02208) delivered first-half results that exceeded expectations, with the core wind turbine business achieving a gross margin of 8%, surpassing management's full-year guidance of 7% and the bank's previous forecast of 6.4%. While wind farm operations and asset disposal gains fell short of expectations, the bank believes the market has developed a comprehensive understanding of the challenges facing the wind farm business. The bank has raised its earnings forecasts for 2025-2027 by 3% to 7% and increased the H-share target price by 34% to HK$10.3, while raising the A-share target price for Goldwind Science&Technology Co.,Ltd. (002202.SZ) by 29% to RMB 14.6. The H-share rating has been downgraded from "overweight" to "neutral," while the bank reiterated its "overweight" rating for the A-shares.

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10