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大行評級 | 里昂:上調福耀玻璃(3606.HK)淨利預測 升目標價至40.8港元

格隆匯9月2日丨里昂發表報吿指,受疫情影響,福耀玻璃(3606.HK)今年第二季和上半年的收入增長放緩。不過,更好的產品結構令平均售價提升,營業費用控制改善和外匯收益抵銷生產成本上升,令次季和上半年淨利潤按年分別增長65%和35%。 該行認為,全景天窗玻璃滲透率提高應該會促進汽車玻璃的平均售價,將今年至後年的淨利潤預測分別提高4%、22%及22%。 里昂表示,維持對福耀玻璃“跑贏大市”評級,同時將目標價從33.4港元提高到40.8港元,以反映更高的盈利預測。
格隆匯·09/02/2022 05:42:09
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格隆匯9月2日丨里昂發表報吿指,受疫情影響,福耀玻璃(3606.HK)今年第二季和上半年的收入增長放緩。不過,更好的產品結構令平均售價提升,營業費用控制改善和外匯收益抵銷生產成本上升,令次季和上半年淨利潤按年分別增長65%和35%。 該行認為,全景天窗玻璃滲透率提高應該會促進汽車玻璃的平均售價,將今年至後年的淨利潤預測分別提高4%、22%及22%。 里昂表示,維持對福耀玻璃“跑贏大市”評級,同時將目標價從33.4港元提高到40.8港元,以反映更高的盈利預測。
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