《大行》汇丰研究降信义玻璃(00868.HK)目标价至7.3元 不预期今年会出现复苏

阿斯达克财经
Jan 03, 2025

汇丰环球研究指,信义玻璃(00868.HK) 周二(31日)发盈警,料去年盈利32亿至37亿元,按年跌三至四成,差于该行预期,该盈警意味去年下半年盈利介乎4.89亿至10.26亿元,为十年来最差的半年。该行预期今年玻璃需求下降,因房屋完成将持续下降趋势,楼市相关政策刺激料只能减慢下降情况。供应侧方面,部分生产商因盈利能力受压停产,但不足扭转不利的供需动能,预期玻璃价格及盈利率仍处历史低位,且欠缺...

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