《大行報告》瑞銀下調福耀玻璃(03606.HK)目標價至52.8元 上季盈利符預期
瑞銀髮表報告指,福耀玻璃(03606.HK)上季盈利符預期,將2022年盈利預測上調5%,23023/24年盈測則下調7%及11%,目標價由55.6元降至52.8元,維持評級「買入」。
報告指,考慮到全球能源價格,雖然9月以來運費大幅下降,但預計公司毛利率第四季不會出現明顯的改善。中長期而言,該行仍然看好天幕玻璃等高附加值產品貢獻的增加對其盈利的潛在提升。
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