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《大行報告》里昂下調福耀玻璃(03606.HK)目標價至36.3元 評級「跑贏大市」
里昂發表評級報告指,在內地汽車銷售下跌期間,福耀玻璃(03606.HK)首季收入錄得溫和增長,按年升7.7%,而較高成本以及外匯虧損較大,導致其純利按年僅升5%,而淨利潤率按年跌0.3個百分點。 該行預料,在短期內,汽車製造商價格戰或抑制汽車玻璃銷售,其毛利率回升或受到高純鹼成本和能源成本等拖累。該行將公司今年、明年及2025年純利預測分別下調7%、6%及6%,並將其目檟價由38.1元下調至36.3元,並維持「跑贏大市」評級。(ca/u) ~
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