---
title: "Glass substrate expectations boost panel company valuations, Morgan Stanley: BOE is the top pick"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42343187.md"
description: "Glass substrate expectations boost panel company valuations"
datetime: "2026-07-01T13:13:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42343187.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42343187.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42343187.md)
author: "[智通财经APP](https://longbridge.com/en/profiles/14718593.md)"
---

# Glass substrate expectations boost panel company valuations, Morgan Stanley: BOE is the top pick

Glass substrate expected to boost valuation of panel companies, Morgan Stanley: BOE is the top pick  
#GlassSubstrate #Panel #BOE A$BOE(000725.SZ)  #Innolux

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