《大行報告》花旗首予福萊特玻璃(06865.HK)「買入」評級 目標價31.7元
花旗發表報告,首次覆蓋研究福萊特玻璃(06865.HK),予其股份「買入」評級,目標價31.7元。該行表示,中資太陽能玻璃為長期買入的行業,因全球再生能源的需求上升,而內地在太陽能玻璃產能方面亦佔主導地位。
花旗提到,喜好福萊特有最高的有效產能增長,於今年至2022年的年均複合增長率料達52%,且集團估計有強勁的太陽能玻璃毛利率,在今年至2022年料介乎41%至49%。另外,雖然其股價年初至今已上升3.9倍,但該行認為估值仍然吸引,相當於明年預測市盈率14.2倍,而集團今年至2022年的每股盈利預期每年可增長75%至102%。
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