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《大行報告》大摩:洛陽玻璃(01108.HK)上季核心盈利優於預期 評級「增持」
大摩發表報告指,洛陽玻璃(01108.HK)去年第四季核心盈利好過預期,估算介乎5,300至6,600萬元人民幣,而首三季核心盈利為2,400萬人民幣。目標價11.1元,評級「增持」。 大摩認為,產量增長和生產結構完善將繼續推動公司今年的盈利增長,預計新生產線的產量釋放將使洛陽玻璃的產量達到約3.9億平方米,而與一間主要組件生產商簽訂的長期銷售合同將確保公司今年的穩定銷售,再加上超薄玻璃滲透率的提高,料今年盈利應該會有穩固的增長。
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