大摩:相信恆安(1044.HK)股價15日內將上升 評級“增持”
摩根士丹利發表技術意見報告,料恆安國際(1044.HK)
會於未來15日內股價將上升,料機率有70-80%,目標價65港元,予“
增持
”投資評級。
該行指,恆安國際近期遭沽售後,令短期估值變得吸引,預期公司下半年銷售因其產品組合提升持續改善,同時木漿價格於10月持續下降,故相信利潤可以改善。
大摩稱,預期恆安國際於今年下半年至明年上半年盈利增長可達至少中雙位數,加上股息率超過4.5%,而過去七年股息都有增長。
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