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UBS Lifts FUYAO GLASS (03606.HK) Earnings Forecast for 2025-27 by 1-4%; TP Added to $96
2025-11-04 11:31:45
After UBS had earlier visited FUYAO GLASS (03606.HK) management and updated its model and forecast, it predicted the company's automotive glass revenue in mainland China and overseas will advance 17% and 19% YoY in 2026, in light of deepening partnerships with traditional domestic OEMs such as GEELY AUTO (00175.HK) and CHERY AUTO (09973.HK); the launch of new capacities in Fuqing and Hefei; accelerated delivery of overseas orders and new production capacity in the US; penetration of high-value-added automotive glass into economy segment cars in mainland China; and introduction of automotive glass with high content value in both the US and Europe.

UBS raised its earnings forecast for the company in 2025-27 by 1-4%, with the target price lifted from HKD95 to HKD96, with rating Buy.
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