《大行報告》里昂下調信義玻璃(00868.HK)目標價至13.7元 評級「跑贏大市」
里昂發表研究報告指,信義玻璃(00868.HK)管理層提到,目前供應已下跌約4.4%,預期更多冷修以進一步降低供應。現時集團的毛利率為20%至30%,較競爭對手高出7至15個百分點,因此小型競爭對手料會出現淨虧損。
該行維持對信義玻璃「跑贏大市」評級,但基於供過於求、浮法玻璃及純鹼價格下跌以及較高利息支出,將其目標價從17.1元下調至13.7元。
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