《大行报告》汇丰研究上调信义玻璃(00868.HK)目标价至34.5元 评级「买入」
汇丰环球研究发表报告指,由去年的低位计,内地浮法玻璃价格年初至今已按年涨价了40%,且在今年农历新年後急剧上升,主要是受到下游需求强劲,及行业供应紧张所支持。
该行表示,目前浮法玻璃的库存周转少於半个月,达到历史最低水平,认为现时的低库存,可支持即将到来的雨季的价格表现。
由於浮法玻璃价格势头较预期强劲,汇丰研究上调信义玻璃(00868.HK)今年至2023年盈利预测分别9%、6%及13%,股份目标价由31.5元升至34.5元,评级维持「买入」,并相信集团持续努力扩大产能为长期盈利增长提供了另一动力。
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.