《大行報告》大和下調信義玻璃(00868.HK)目標價至31元 評級「買入」
大和發表報告指,參加了信義玻璃(00868.HK)的全年業績分析員會議,管理層討論了今年資本開支計劃及浮法玻璃市場前景等。
該行表示,集團去年業績稍勝該行預期,收入按年上升64%至305億元,純利則按年增長80%至116億元。管理層指引今年的資本開支約30億元,並預期浮法玻璃價格將會上升。
大和下調信義玻璃股份目標價,由32元降至31元,評級維持「買入」,並調低集團今明兩年收入預測6%至21%,盈利預測亦下調5%至18%,主因預期浮法玻璃需求或於明年轉弱,而全球爆發Omicron變種病毒疫情可能令集團的海外產能收購延遲。
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