《大行報告》里昂下調福萊特玻璃(06865.HK)目標價至30.9元 評級「買入」
里昂發表報告指,福萊特玻璃(06865.HK)上半年收入按年增長81.3%。太陽能玻璃平均售價按年下降約20%,成本上升,導致毛利率下降21.6個百分點至22.6%。核心利潤按年下降20.5%。
報告指,管理層認為今明兩年的大部分行業新產能將來自公司和信義光能(00968.HK),而該行指鑒於行業利潤率低,認為並非所有宣布的產能擴張都會進行。里昂預計公司下半年毛利率表現較上半年好,因需求改善。該行重申對公司「買入」評級,但削減盈利預測,並將目標價由37.1元下調至30.9元,以反映市場情緒的疲軟。
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