《大行報告》瑞信上調信義玻璃(00868.HK)目標價至29元 評級「跑贏大市」
瑞信發表報告指,信義玻璃(00868.HK)去年純利按年增長43%至64.22億元,高於其早前盈喜的增長指引20%至35%,並意味去年下半年純利按年增長1.14倍至50.4億元,為其半年純利新高。
該行預計,信義玻璃浮化玻璃有效產能將提升26%至每年800萬噸,未來數月浮化玻璃價格亦將有改善,基於產能提升及來自信義光能(00968.HK)的盈利貢獻提升,上調信義玻璃今明兩年盈測37%至38%,目標價自21元上調至29元,評級維持「跑贏大市」。
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