港股異動 | 福耀玻璃漲4.6% 機構看高公司股價至6.6港元
格隆匯1月10日丨福耀玻璃(6865.HK)現漲4.6%,報5.86港元,暫成交1502萬港元,最新總市值114.3億港元。交銀國際研報指,受國內光伏搶裝影響,3.2毫米光伏玻璃價格去年12月初上漲3.6%,並在此後保持穩定。預計,今年上半年光伏玻璃需求仍將保持旺盛,其中第2季度需求環比增速將超過約5%的供給增速,因此上半年玻璃價格將保持堅挺。此外,公司14.5億元A股可轉債日前成功過會。若以當前股價作為轉股價(市脹率高達6.5倍),可轉股數量僅只總股本5%,全部轉股後將增厚每股淨資產約四分之一,有助於提高每股收益。將公司目標價由5.05港元調升至6.6港元,重申“買入”評級。
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