《大行報告》富瑞降信義玻璃(00868.HK)評級至「跑輸大市」 下調信義光能(00968.HK)目標價至10.51元
富瑞發表報告指,信義玻璃(00868.HK)及信義光能(00968.HK)去年業績強勁,表現符合早前的盈利預告。不過,自去年下半年開始,浮法玻璃及太陽能玻璃的毛利均明顯惡化,由於信義系不公布季度業績,市場可能較遲才發現其基本面疲弱。
該行將信義玻璃股份評級由「持有」降至「跑輸大市」,目標價由21.1元下調至17.12元,今年每股盈利預測由2.49元降至1.8元。至於信義光能目標價由11.94元調低至10.51元,評級維持「跑輸大市」,今年每股盈測則由0.43元升至0.48元。
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