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大行評級|中銀國際:維持福耀玻璃“買入”評級及目標價55港元 基本面保持穩健向好

中銀國際的研究報吿指,福耀玻璃美國俄亥俄工廠是福耀在美國的汽車玻璃生產基地,現總產能約550萬套。2023年福耀美國收入56億元,純利為4.94億元。剔除浮法玻璃的少量外銷部分,估計福耀美國俄亥俄工廠汽車玻璃出貨量約420萬片,收入貢獻40多億元,佔福耀整體收入不到15%。該行認為,關於福耀美國工廠被美國聯邦機構調查的官方迴應有利於緩解週末投資者的擔憂情緒。儘管這一事件可能擾動短期股價,但認為公司基本面保持穩健向好。

中銀國際維持“買入”評級及目標價55港元,並建議投資者關注在八月上旬公佈的次季業績。

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