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《大行报告》美银证券下调福莱特玻璃(06865.HK)目标价至34元 评级「买入」
阿思达克 04-07 10:44
美银证券发表报告表示,多间玻璃制造商都计划扩大太阳能玻璃的产能,当中包括福莱特玻璃(06865.HK),预期至2022年全球太阳能玻璃每日产量将增至超过3万吨,目前部份增产计划或受公众谘询、均价走势,以及融资能力影响,该行预期今年全球太阳能玻璃短缺约15%,但明年将出现供应过剩的情况,除非需求较预期多。

该行指,料太阳能玻璃今年均价将跌30%,而明年价格会进一步降低,公司目标价由41元降至34元,评级「买入」,料其2020年至2023年每股盈利预测复合增长率为13%。

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