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大行評級|花旗:下調福萊特玻璃目標價至12港元 評級下調至“沽售”

花旗發表研究報吿指,福萊特玻璃的股價在過去兩週大升,可能是受到多晶矽生產或設立能源消耗上限的消息所帶動,以及市場可能預期太陽能玻璃產業或有類似措施。該行將集團評級由“中性”下調至“沽售”,因為管理層並不瞭解太陽能玻璃產能是否受限於用電上限;集團在第三季錄得虧損;及公司以目前的售價和高庫存計算仍錄得虧損。

花旗預期,福萊特玻璃產業週期的低谷至少會持續6至9個月,將集團2024至26淨利潤預測下調11至42%,主要是由於平均售價下降,目標價降7.7%,由13港元下調至12港元。

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