交银国际：维持福莱特玻璃(06865)“中性”评级 目标价19.5港元
交银国际发布报告称，预计福莱特玻璃(06865)第二季利润率将大幅提升，但下半年将因供过于求而下行，目前估值吸引力有限。该行维持盈利预测和19.5港元目标价，维持“中性”评级。
该行指出，公司第一季业绩略超预期，归母净利同比增48.6%至7.6亿元人民币，比该行预期高5%，主要是由于期间费用低于预期和减损损失转回。3月光电玻璃快速去库，推动4月价格上涨3%，同时纯碱、天然气价格下跌，推动行业利润率明显改善。4月上半月继续去库，但下半月开始缓慢累库。
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