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《大行報告》瑞銀下調福耀玻璃(03606.HK)目標價至68元 評級「買入」
瑞銀發表報告下調福耀玻璃(03606.HK)目標價, 由75元降至68元, 評級「買入」,並將2022年至2024年的淨利潤下調3%至6%,以反映去年業績。其中,第四季業績受到外匯損失拖累。全年派息比率提升至81%,高於過去五年平均的65%。 瑞銀指,雖然去年全球汽車產量因芯片短缺而按年縮減16%,但福耀玻璃的汽車玻璃銷售量按年增長15%,表明訂單積壓強勁。另外,公司指,擁有近100個全玻璃車頂項目正在開發中,這些訂單將從今年開始逐步增加。
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