大行評級|花旗:對福萊特玻璃開啟30天的負面催化觀察 目標價下調至13港元
花旗發表研究報吿指,由於光伏玻璃銷售價格下降,將福萊特玻璃2024至26年的淨利潤預測下調15%至40%,目標價下調7.1%,由14港元降至13港元,H股評級則由“買入”下調至“中性”。同時,該行開啟30天的負面催化觀察,預計集團2024年第三季的盈利將遜於預期。花旗表示,福萊特玻璃受到光伏玻璃價格下跌的拖累,預計其第三季的淨利潤將按年下降90%至9,000萬元,並料集團期內的毛利率將下跌8至10個百分點,其於2023年第三季及2024年次季的毛利率分別為23.4%和25.4%。該行的光伏行業首選股為陽光電源。
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