瑞银发表研究报告指,福莱特玻璃(06865.HK) 去年纯利按年跌64%至10亿元人民币,符合之前的盈警所述。公司管理层指今年的资本开支指引为30亿元人民币,公司目前有4条生产线在计划中,惟未决定投产的时间,并会视乎行业的供需。另外,公司在印尼的厂房会在2027年投产,而越南的产能扩张被延后。管理层另提到,今年次季成本料下降,主要因为天然气成本有望降低。
该行下调对公司今年至2027年各年每股盈测分别4%、29%及21%,以反映产能扩张放慢,将目标价由17元降至15.1元,认为公司目前估值吸引,评级“买入”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)
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