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大摩:予信義玻璃(0868.HK)大市同步評級 目標價26.6港元
格隆匯 12-21 12:36

信義玻璃(0868.HK)發盈喜,預期年度純利按年增加70%至85%,至介乎109億至與119億元。摩根士丹利發表研究報吿指,信義玻璃年度純利或將符合該行約117億元的預測,主要歸功於顯著上升的平均銷售價格,而價格攀升則受內地建築行業需求穩健、銷售量按年提升,以及信義光能貢獻的盈利增加所帶動。大摩給予“大市同步”評級,目標價26.6港元。

報吿預料,浮法玻璃明年將持續面對需求不温不火而拖累收入表現,主要由於今年年尾倉促施工。儘管集團在農曆新年將維持其生產線運作,但不認為市場需求會在2月底至3月初前錄得大幅反彈。此外,樓市需求料保持疲弱,而原材料價格將在明年初起回落,從而令信義玻璃明年收入受壓。

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