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大行每日評級 | 大行升百威目標價,光伏玻璃股遭看空

今日看點

1. 大摩將百威亞太(01876)目標價微升至32港元,花旗予百威亞太“買入”評級,目標價由26.8港元升至28.4港元,大行均認爲其首季業績強勁,將繼續受惠於高端品牌增長和持續復甦。

2.花旗、瑞信、大和均紛紛下調信義光能(00968)和福萊特玻璃(06865)評級及目標價,以反映供過於求所致的疲弱的太陽能玻璃價格,而且大行還預計價格將進一步下行。

【福萊特玻璃支持10倍槓桿日內交易】

3.Piper Sandler將Moderna(MRNA)目標價從234美元下調至231美元,並維持“增持”評級,該行認爲對WHO豁免新冠肺炎疫苗專利的擔憂繼續影響股價,但由於生產複雜和原材料稀缺,這不會增加全球疫苗供應。

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