《大行报告》麦格理下调信义玻璃(00868.HK)目标价至11元评级「跑赢大市」
麦格理发表研究报告指,河北省沙河市计划7月前会关闭6条浮法玻璃生产线,改善空气质素,令当地玻璃价格即日上升3%,相信是好的时机买入信义玻璃(00868.HK)股份,主因预期下半年供应紧张、物业和汽车需求回复、玻璃价格已於今年至今跌6%。
该行预期公司上半年纯利因产品组合改善而大致持平,重申「跑赢大市」评级,看好其8%股息率,但因产品均价下跌而将今明两年的每股盈利下调6-7%,目标价由12元降至11元。
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