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《大行報告》美銀證券上調福萊特玻璃(06865.HK)目標價至41元 評級「買入」
阿思達克 02-10 09:39
美銀證券發表報告指,福萊特玻璃(06865.HK)在今年1月18日以每股29.57元人民幣發行8,400萬股A股後,於2月5日再公布計劃於未來12個月發行最多7,600萬股H股,以補充營運資金及償還債務。按股價33元計算,料可籌集20.5億元人民幣,為每日2,500噸的太陽能玻璃新產能提供資金。

該行表示,集團的股權融資和產能增加比其估計的更為積極,上調集團2023年太陽能玻璃新增產能預測,由每日1,200噸增至3,200噸。而產能每增加1,000噸,該行的目標價會調升2.8%,美銀因而上調福萊特玻璃H股目標價,由40元升至41元,評級維持「買入」。

另外,為反映A/H股配股及產能增加,該行下調集團今明兩年每股盈利預測分別0.4%及3.8%,2023年則上調2.2%。

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