港股異動 | 福耀玻璃漲逾5% 券商看高公司股價至29港元
格隆匯11月4日丨福耀玻璃(3606.HK)現漲5.32%,報23.75港元,暫成交1.18億港元,最新總市值615億;公司A股漲3.11%,報22.22元。招商證券研報指,公司前三季度淨利同比降28.1%,剔除去年出售子公司收益及今年整合SAM影響,則期內核心淨利同比降13.6%。公司低成本收購SAM進入汽車輕量化新賽道,輕量化收益燃油車節能減排及電動車減重需求,長期看好有望提升公司營收規模1-2倍。整合SAM效果超預期,長期成長性確定性高,上調公司H股目標價至29港元。中泰證券指,預計公司2019至2021年將實現歸母淨利潤31.44、37.71、42.20億元。公司作為汽車玻璃的寡頭公司,行業壁壘高,能充分享受汽車玻璃單車價值提升的行業紅利,短期內美國工廠產量爬坡將提供業績彈性,給予“買入”評級。
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