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《大行報告》大和下調信義玻璃(00868.HK)目標價至14元 評級「持有」
阿思達克 03-01 10:04
大和發表研究報告,下調信義玻璃(00868.HK)目標價由16元降至14元,表示對上半年浮法玻璃需求復甦情況看法較審慎,指出信義玻璃去年收入按年跌15%,主要是受到浮法玻璃及建築玻璃業務收入分別跌24%及1%所拖累。 該行指出,去年房地產行業的需求減弱,中國浮法玻璃平均價格下跌26%,信義玻璃去年毛利率亦從2021年的51.8%,下降至33.7%。 大和認為,浮法玻璃今年初供應按年減少,但庫存仍屆歷史高位。內地核心城市新屋銷售雖有所回暖,但未見可持續跡象,考慮到項目動工至安裝玻璃有約30個月時間差距,因此認為前景仍然不明朗,投資評級維持「持有」。
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