汇丰环球研究报告指，福耀玻璃(03606.HK) A股及H股股价过去五个月各累升33%及29%，跑赢沪深300指数及国指同期的9%及10%升幅，主要受惠于持续的盈利率改善及稳固的业绩复苏。
报告亦指，福耀玻璃司第三季净利润按年升54%至20亿元人民币，主要受惠于改善的毛利率及强化的经营效益，表现亦大致符合该行预期。该行上调2024年至2026年盈利预测，基于持续的本土平均售价上升及海外市占增加，对销量及盈利率展望更为正面。
汇丰环球研究又指，福耀玻璃A股及H股预测市盈增长率仅为0.9及0.8倍，低于2019年至2022年平均的1.4及1.2倍。该行维持对该股“买入”评级，H股目标价由50.6元上调至68.2元，相信福耀玻璃第四季汽车需求高峰下的需求改善、原材料成本的潜在利好及第四季的稳固业绩，为股价的潜在催化剂。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-01 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.