《大行報告》里昂上調福耀玻璃(03606.HK)目標價至38.1元 評級「跑贏大市」
里昂日前發表報告指,福耀玻璃(03606.HK)去年第四季在疫情影響下實現穩定的收入增長,淨利潤按年增長55%。該行將今明兩年淨利潤預測分別降低5%和12%,以反映汽車玻璃平均價格下降。維持「跑贏大市」評級,目標價由34.1元上調至38.1元。
報告指,福耀玻璃計劃今年的資本支出為63.77億元人民幣,估計將用於美國的項目、玻璃生產線升級和高端產品產能。考慮到穩健的資產負債表,該行認為支出投放可能進一步鞏固其在汽車玻璃和高端產品供應方面的優勢。
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