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大和:維持福萊特(6865.HK)買入評級 產能延遲支撐玻璃價格
格隆匯 02-17 13:15

大和發表研究報告指,雖然光伏玻璃在新型肺炎疫情中受較少影響,惟是次疫情使福萊特玻璃(6865.HK)于越南工廠產能的擴展計劃,因中國工人入境越南受阻,但認為中國對玻璃的需求將會由今年第一季延遲至今年第二至第三季,該行將公司目標價由7港元上調至8.3港元,維持“買入”投資評級。

大和續指,延遲的越南工廠產能擴展將支撐光伏玻璃業務的毛利和光伏玻璃的價格,上調福萊特玻璃今年毛利預測2個百分點至33.4%,亦指出預期福萊特玻璃的股價將會繼續追落後,而且其成交量近日亦有所改善,上調其2020年至2021年純利預測3%。

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