星展降福莱特玻璃目标价至6.4港元 降评级至完全估值

美港电讯
26 May

【星展降福莱特玻璃目标价至6.4港元 降评级至完全估值】金十数据5月26日讯,星展发表研究报告指,虽然福莱特玻璃(06865.HK)正积极减省成本并提高利润,但该行对大量新产能涌入市场感到忧虑。尽管目前供过于求,但每日正在建设的产能至少有1万至1.2万吨,新供应料将限制销售均价于中期的上行潜力。不过,该行表示,由于新电价机制,预期下半年的产能增长将显著放缓,而考虑到较弱的均价,将福莱特玻璃今明两年的收入增长预测下调约11个百分点。该行又将集团目标价由7.5港元调降至6.4港元,评级由持有降至完全估值(Fully Valued)。该行预计,集团今年盈利将下跌18%,但将于明年反弹29%。

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