大和:升福萊特玻璃(6865.HK)目標價至10港元 評級上調至買入
大和發表研究報告,福萊特玻璃(6865.HK)上半年盈利增長強勁,預料隨着海外需求逐步復甦,光伏玻璃的價格將見底反彈。該行將公司評級由優於大市上調至買入,目標價亦由原來的5.5港元升至10港元。
大和表示,公司第二季利潤在海外需求受到新型冠狀病毒肺炎疫情而變得疫弱的情況下,仍按季增長5%至19%,表現超出市場預期。
該行指,福萊特玻璃上半年業績強勁,是受惠於需求增加、主要原材料及燃料價格下調,以及產能的規模經濟效益。

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