大行評級 | 摩通:降福萊特玻璃(6865.HK)評級至中性 目標價升至40.5港元
格隆匯8月11日丨摩根大通發表研究報告指,福萊特玻璃(6865.HK)6月底起已跑贏信義光能(0968.HK)約30%,現價水平已升至2022年預測市盈率的30倍,高於信義光能的23倍,因此目前傾向選擇信義光能,將福萊特玻璃的評級由增持降至中性,目標價由31.25港元提升至40.5港元,相信在碳中和長期發展下,市場仍願意支付溢價。
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