《大行報告》里昂升信義玻璃(00868.HK)目標價至10.1元 評級「跑贏大市」
里昂發表研究報告指,信義玻璃(00868.HK)的股價由2月5日的6.18元低位,大幅上升至3月12日的9.6元,相信是受到信義光能(00968.HK)股價飆升及浮法玻璃產業情緒好轉的影響。
該行一直認為信義玻璃比市場預期更具彈性,因為汽車和建築玻璃領域在潛在落成量低迷期間處於防守狀態,而且原材料成本在今年呈下降趨勢。該行將集團目標價升至10.1元,維持「跑贏大市」評級。
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