You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》瑞信上调信义玻璃(00868.HK)评级至「跑赢大市」目标价维持9.3元
阿思达克 07-23 12:41

瑞信在上周五(19日)发表研究报告,指过去三个月信义玻璃(00868.HK)股价累跌约10%,上调其投资评级,由「中性」升至「跑赢大市」,目标价维持9.3元。

报告称,内地汽车需求放缓料对信义玻璃汽车玻璃业务影响有限,主因其专注於汽车售後玻璃置换市场。公司料在汽车玻璃业务可录盈利按年增长。瑞信表示,售後玻璃置换的毛利率较出售予汽车代工商高出约5个百分点,因为客户结构更趋分散。

瑞信表示,今年上半年公司浮法玻璃毛利率料约30%,相当於按年收缩约2个百分点;主因首季产能扩张後,内地浮法玻璃价格呈弱势。报告称,6月浮法玻璃价格自5月谷底反弹,按月升3.6%。今年下半年,倘房市调控放松将改善玻璃需求及价格,将有利於信义玻璃。

在H股汽车配件股中,该行喜好依次为敏实集团(00425.HK)、信义玻璃、耐世特(01316.HK)、福耀玻璃(03606.HK),最後为德昌电机(00179.HK)。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account