大摩:玻璃板塊中首選信義光能(0968.HK)和信義玻璃(0868.HK)
摩根士丹利發表研究報告表示,玻璃行業進入上升週期,並稱近期大漲後,股價仍有較大上升空間,予信義光能(0968.HK)目標價10.7港元及信義玻璃(0868.HK)目標價13.5港元,首予兩者評級為“增持”評級,玻璃板塊中首選股為信義光能和信義玻璃。
該行表示,建築玻璃板塊將受益於下半年地產項目集中完工,而供給將受到環境等因素的限制,而光伏玻璃市場集中度會上升,長期需求前景強勁,亦料玻璃毛利將回升,因碳酸鈉和天然氣等原物料成本下降。
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