《大行報告》麥格理下調信義玻璃(00868.HK)目標價至11元評級「跑贏大市」
麥格理發表研究報告指,河北省沙河市計劃7月前會關閉6條浮法玻璃生產線,改善空氣質素,令當地玻璃價格即日上升3%,相信是好的時機買入信義玻璃(00868.HK)股份,主因預期下半年供應緊張、物業和汽車需求回復、玻璃價格已於今年至今跌6%。
該行預期公司上半年純利因產品組合改善而大致持平,重申「跑贏大市」評級,看好其8%股息率,但因產品均價下跌而將今明兩年的每股盈利下調6-7%,目標價由12元降至11元。
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