《大行報告》里昂下調信義玻璃(00868.HK)目標價至28.8元 評級「買入」
里昂發表報告指,信義玻璃(00868.HK)去年收入按年增長63.6%,核心盈利更按年上升108%至115.08億元,兩者均符合預期,主要是受到浮法玻璃在去年首九個月的銷售穩健推動,不過成本高企令毛利表現遜預期。
該行表示,雖然浮法玻璃的供應仍然有限,但正等待內地房地產市場的進一步放鬆,以推動浮法玻璃需求。
里昂下調信義玻璃股份目標價,由29.1元降至28.8元,評級維持「買入」,並調低集團今明兩年核心盈利預測分別4.3%及3%,以反映汽車/建築玻璃銷量增加,但被浮法玻璃銷量下跌及毛利率稍為降低所抵銷。
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.