《大行报告》里昂上调福耀玻璃(03606.HK)目标价至49.4元 评级「跑赢大市」
里昂发表报告表示,福耀玻璃(03606.HK)今年首季收入及纯利按年显着上升36.8%及85.9%,主因受惠於去年低基数及疫後复苏。
该行补充,短期而言晶片短缺为行业复苏带来风险,惟公司透过产品升级可抵销部分影响,而且全景屋顶的强劲订单推动了电动汽车业务的增长,其铝饰板业务将进一步扩大规模和盈利能力。该行重申其「跑赢大市」评级,目标价由48元升至49.4元。
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