《大行报告》里昂下调福耀玻璃(03606.HK)目标价至48元 评级「跑赢大市」
里昂发表研究报告,指福耀玻璃(03606.HK)去年经调整盈利跌16.1%,逊预期,主因外汇亏损所致。销售和毛利大致符预期,在去年第四季持续改善,因汽车业复苏,虽然受晶片短缺影响,但预期今年情况会持续。
该行表示,其去年下半年美国业务转盈,德国FYSAM亏损减少,虽然下调销售预期,但维持「跑赢大市」评级,目标价由56.6元降至48元,看好产品升级持续。
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