《大行報告》大摩:全球光纖電纜供應趨緊 或延長行業上行週期 籲「增持」長飛光纖(06869.HK)
摩根士丹利發表報告,指光纖電纜大多數合同須提早6至12個月簽訂,雖然光纖電纜出口不太可能顯着增加和價格上漲,但全球光纖電纜供應趨緊,可能會延長國內光纖電纜在2022年開始的上行週期。該行重申長飛光纖(06869.HK)「增持」評級,認爲盈利增長前景可見,目標價17.5元,相信未來市場供應短缺因素將爲集團帶來估值重評機會。
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