港股異動 | 恆安國際漲近4%領漲國指 估值吸引獲多家大行看好
格隆匯10月10日丨恆安國際(1044.HK)現報51.15港元,漲3.96%暫領漲國指,暫成交1.1億港元,最新總市值608.5億港元。大摩最新發報告料恆安會於未來15日內股價上升,料機率有70-80%,目標價65港元,予“增持”評級。該行指恆安短期估值變得吸引,預期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。此外,摩通亦將其評級升至“中性”,主因其風險回報值和估值吸引,相信基本面弱的因素已反映,該行指儘管增長勢頭緩慢,但相信公司可跑嬴同業,因其經營溢利和股本回報率分別達20%及18%。集團主要催化劑為衞生巾銷售增長、紙巾利潤擴張、股份回購,以及新產品成功推出。
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