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《大行報告》瑞信下調福耀玻璃(03606.HK)目標價至41元 評級「跑輸大市」
阿思達克 10-29 10:10
瑞信發表研究報告,指福耀玻璃(03606.HK)第三季業績略遜預期,純利按季跌10%至8.27億元人民幣,相等於下半年預期盈利之37%,下跌主因芯片短缺致內地整體汽車產量按季跌17%,拖累公司季度收入按年跌4%。 該行指出,公司面對成本上升影響,主因外部採購之浮法玻璃和純鹼價錢分別按季升16%及34%。公司指全景玻璃天窗業務佔上半年收入的1.97%,料全年佔2%,並於明年收入佔比進一步提升至5%。 瑞信表示,因應第三季純利略遜預期,降福耀玻璃2021至2023年每股盈測介乎1.3%至6.8%,目標價由45元降至41元,評級「跑輸大市」。
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