《大行報告》美銀證券下調福萊特玻璃(06865.HK)目標價至34元 評級「買入」
美銀證券發表報告表示,多間玻璃製造商都計劃擴大太陽能玻璃的產能,當中包括福萊特玻璃(06865.HK),預期至2022年全球太陽能玻璃每日產量將增至超過3萬噸,目前部份增產計劃或受公眾諮詢、均價走勢,以及融資能力影響,該行預期今年全球太陽能玻璃短缺約15%,但明年將出現供應過剩的情況,除非需求較預期多。
該行指,料太陽能玻璃今年均價將跌30%,而明年價格會進一步降低,公司目標價由41元降至34元,評級「買入」,料其2020年至2023年每股盈利預測複合增長率為13%。
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