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《大行报告》高盛下调福莱特玻璃(06865.HK)目标价至41元 评级「买入」
阿思达克 03-31 14:44
高盛发表研究报告,指福莱特玻璃(06865.HK)去年表现符合其盈喜的较高区间,收入升30%,纯利升127%,末期息15仙人民币,相等於18%派息比率。

该行指,太阳能玻璃付运量稳健,均价见提升,毛利率增16个百分点至49%。产能增长快速亦带动增长,公司越南厂房两条1,000吨生产线於上季及今季分别投入服务,未来有四条1,200吨生产线亦正计划投产。

该行又指,公司计划建五条1,500吨生产线,料於明年起投入服务,相信可以维持领导地位和提升市占率,维持「买入」评级,降2021至25年盈利预期分别21%、26%、11%、3%及5%,目标价降5%至41元。

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