00868 XINYI GLASS
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Huasheng Securities: Recommended to “buy” Sunshine Paper, stock prices have room to grow by nearly 60%
According to a research report released by Huasheng Securities, Sunshine Paper's owner business has outstanding advantages, and the main business restoration+specialty paper business market opening is highly certain. At the same time, in the future, with the support of new shareholders C&D Pulp, they are expected to use synergies to reduce costs and increase efficiency, covering the first time, giving it a “buy” rating. Referring to comparable companies' 2024 expectations of the PE and Hong Kong A-share market differences, a conservative estimate of 7 times PE. Based on the 2024 EPS 0.54 yuan/share calculation, the corresponding stock price is HK$4.12 per share, which has room for growth of about 59% compared to the current stock price. The bank predicts net profit share for 2023-2025
Changes in Hong Kong stocks | Xinyi Solar (00968) falls by more than 4%, leading the decline in photovoltaic glass stocks, and Lyon says the best investment window for photovoltaic glass shares has passed
Photovoltaic glass stocks continued to decline. As of press release, Xinyi Solar (00968) fell 4.89% to HK$4.47; Xinyi Glass (00868) fell 3.01% to HK$9.01; and Follett Glass (06865) fell 3.03% to HK$12.78.
Estimating The Fair Value Of Xinyi Glass Holdings Limited (HKG:868)
Key Insights The projected fair value for Xinyi Glass Holdings is HK$8.66 based on 2 Stage Free Cash Flow to Equity With HK$9.28 share price, Xinyi Glass Holdings appears to be trading close to its
CITIC Construction Investment: The penetration rate of 1.6mm photovoltaic glass continues to increase, but 2mm will remain mainstream for a long time to come
There is still a difference between the strength of 1.6mm glass and 2.0mm glass at this stage. Currently, it is mainly used in small-format components+roof distribution scenarios with bearing requirements or high installation difficulties, so it is expected that 2mm will remain mainstream for a long time to come.
Xinyi Glass Holdings (HKG:868) Is Reinvesting At Lower Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two trends; firstly a growing return on capital employed (ROCE) and secondly, an inc
Changes in Hong Kong stocks | Xinyi Solar (00968) fell by more than 5%, leading the decline in photovoltaic glass stocks. Recently, most photovoltaic glass manufacturers have cut prices to increase shipments
Photovoltaic glass stocks declined collectively. As of press release, Xinyi Solar (00968) fell 5.09% to HK$4.66; Follett Glass (06865) fell 3.18% to HK$15.24; Xinyi Glass (00868) fell 2.09% to HK$8.89; and Fuyao Glass (03606) fell 2% to HK$34.35.
CICC Scenery Public Environmental Protection 24-year Outlook: The photovoltaic sector is expected to usher in supply and demand expectations, improve the profit margin of wind power machines, or show an improvement trend
The Zhitong Finance app learned that CICC released a research report saying that in the context of changes in the pace of financing, technological iterations, and policy support, the photovoltaic sector is expected to usher in an improvement in supply and demand expectations, and the inflection point is getting closer.
Intl Conference on Carbon Neutrality and Green Investment Held in Shanghai
Since 2020, the China Investment Association has published a series of Zero-Carbon China blue books and released a number of evaluation standards for zero-carbon parks, zero-carbon factories, and zero-carbon data centers
CITIC Construction Investment: The inventory removal cycle starts at the end of the year, and Q1 PV fundamentals are expected to bottom out in Q1
The bank believes that the above moment will occur in 24Q1. As the profit center of the industrial chain shifts down and the financing environment tightens, it can be seen that the expansion of production in some links has clearly slowed down. In 2024, the photovoltaic industry chain will enter the integration stage, and the leading market share is expected to increase.
Huatai Securities Telecom's 24-year outlook: sea breezes, high domestic reserves, focus on new technology
The Zhitong Finance app learned that Huatai Securities released a research report saying that demand for new energy vehicles is improving, and overcapacity is temporarily suppressing profitability, focusing on battery leaders, new extreme growth targets, and new technologies such as composite foils, lithium manganese iron phosphate, and fast charging technology Alfa.
[Broker Focus] Tianfeng Securities: Demand in the photovoltaic industry continues to be high, and the leading float has good medium- to long-term investment value
Jinwu Financial News | According to Tianfeng Securities Research Report, the price of photovoltaic glass has declined, and transactions are average. As of November 2, the mainstream order price for 2.0mm coated panels was 18.5 yuan/square meter, down 1.33% from last week, and 1.27 percentage points narrower than last week; the mainstream order price for 3.2mm original film was 19 yuan/square meter, down 3.80% from last week, changing from a steady to a decline from last week; and the mainstream order price for 3.2mm coating was 26.5-27 yuan/square meter, down 1.83% from last week, up 0.92 percentage points from last week. Float prices have fallen, and profits have declined. As of November
Changes in Hong Kong stocks | Follett Glass (06865) rose more than 6%, leading photovoltaic stocks, and the photovoltaic sector is expected to benefit from the improvement in the overall market atmosphere
The Zhitong Finance App learned that PV stocks continued to rise. As of press release, Follett Glass (06865) rose 4.35% to HK$15.82; Xinyi Solar (00968) rose 3.47% to HK$5.07; GCL (03800) rose 2.54% to HK$1.21; Xinyi Glass (00868) rose 2.15% to HK$9.48; Kaisheng Xinneng (01108) rose 1.54% to HK$3.96.
Guojin Securities: The Q3 performance of the leading photovoltaic company exceeded expectations and is expected to drive the sector market to a complete bottoming out and recovery
Recently, the photovoltaic industry is showing an increasingly obvious trend of supply-side improvement. Events such as the gradual emergence of price dynamics/profit inflection points in the industrial chain, the sharp decline in Q3 institutional holdings, and the Q3 performance of leading companies exceeding expectations to verify alpha ability are expected to drive the sector to completely establish a solid base and continue to rebound.
Xinyi Glass Holdings (HKG:868) Shareholders Have Endured a 36% Loss From Investing in the Stock Three Years Ago
For many investors, the main point of stock picking is to generate higher returns than the overall market. But the risk of stock picking is that you will likely buy under-performing companies. We re
Changes in Hong Kong stocks | Follett Glass (06865) rose more than 6%, leading photovoltaic stocks, photovoltaic stocks, photovoltaics is expected to quickly bottom out, and prices are expected to gradually stabilize in the next half a year
Most photovoltaic stocks rose. As of press release, Follett Glass (06865) rose 6.69% to HK$15.3; Xinyi Solar (00968) rose 4.89% to HK$4.93; and Xinyi Glass (00868) rose 4.03% to HK$9.3.
Changes in Hong Kong stocks | Follett Glass (06865) fell more than 6%, leading the decline, and PV glass module manufacturers recently slashed orders and continued to accumulate orders, and the price of optical glass may be under pressure
Photovoltaic glass stocks declined collectively. As of press release, Follett Glass (06865) fell 6.32% to HK$15.12; Xinyi Solar (00968) fell 4.37% to HK$4.81; and Xinyi Glass (00868) fell 0.87% to HK$9.09.
Changes in Hong Kong stocks | Follett Glass (06865) fell more than 5%, leading the decline, PV glass stocks will still face fierce price competition next year
Photovoltaic glass stocks declined collectively. As of press release, Follett Glass (06865) fell 5.05% to HK$15.8; Xinyi Solar (00968) fell 4.92% to HK$5.02; Xinyi Glass (00868) fell 0.97% to HK$9.17; and Fuyao Glass (03606) fell 0.69% to HK$35.8.
Declining Stock and Solid Fundamentals: Is The Market Wrong About Xinyi Glass Holdings Limited (HKG:868)?
It is hard to get excited after looking at Xinyi Glass Holdings' (HKG:868) recent performance, when its stock has declined 18% over the past three months. However, stock prices are usually driven by
Xinyi Glass received 250,000 additional shares from shareholder Li Shengdian at a price of about HK$9.52 per share
According to the latest data from the Hong Kong Stock Exchange, on October 18, shareholder Li Shengdian increased his holdings of Xinyi Glass (00868) by 250,000 shares at a price of HK$95197 per share, with a total amount of HK$2,3799.25 million. The latest number of shares held after the increase was approximately 372 million shares, and the latest shareholding ratio was 8.80%.
Guojin Securities: Orders in the PV industry are concentrated at the top, supply-side improvements are expected to support the bottom of the market
The Zhitong Finance App learned that Guojin Securities released a research report saying that the photovoltaic industry has recently shown an increasingly obvious supply-side improvement trend. Considering that the market's concerns about this round of “serious overcapacity” are one of the core reasons for the sector's decline over the past year, signals of continued marginal improvement on the supply side will effectively support the warming of sector sentiment and the recovery of market conditions.