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《大行報告》高盛降福耀玻璃(03606.HK)評級至「沽售」 目標價下調至28.7元
高盛發表報告,將福耀玻璃(03606.HK)評級從「中性」下調至「沽售」,主要是該行對2022年汽車銷量按年增長較市場預期更低,料全年汽車銷售按年跌1%,主要是由於二手汽車銷售蠶食新車購買力,加上人口結構發生變化,出生及結婚率下跌,網上叫車服務滲透率提高,同時面對零件短缺、宏觀經濟放緩等週期性挑戰。 該行認爲,福耀A股目前較H股溢價35%,A及H股12個月目標價分別爲30.4元人民幣及28.7港元,暗示38%及37%潛在下跌空間。
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