大摩:玻璃板块中首选信义光能(0968.HK)和信义玻璃(0868.HK)
摩根士丹利发表研究报告表示,玻璃行业进入上升周期,并称近期大涨后,股价仍有较大上升空间,予信义光能(0968.HK)目标价10.7港元及信义玻璃(0868.HK)目标价13.5港元,首予两者评级为“增持”评级,玻璃板块中首选股为信义光能和信义玻璃。
该行表示,建筑玻璃板块将受益于下半年地产项目集中完工,而供给将受到环境等因素的限制,而光伏玻璃市场集中度会上升,长期需求前景强劲,亦料玻璃毛利将回升,因碳酸钠和天然气等原物料成本下降。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.