《大行报告》大摩相信恒安国际(01044.HK)未来45天股价将上升
摩根士丹利发表技术分析报告,预期恒安国际(01044.HK)股价在未来45日将上升,发生机会率料介乎70%至80%,对集团股份评级为「增持」,目标价72元。
该行表示,在上调对恒安的盈利预测及目标价後,现时预期集团今年的销售及核心经营利润分别增长9%及17%,并认为在新型冠状病毒疫情下,市场对家庭及个人护理(HPC)产品的需求将保持韧性,而集团推出新产品,特别是新系列卫生巾「七度空间」,料可推动女性护理业务有稳定增长。
大摩又提到,看到木浆及原油成本继续有利好,而中国的木浆存货亦再次回升,在宏观不明朗及股票市场波动下偏好恒安,认为集团的估值吸引,相当於今年预测市盈率14倍,派息收益率达5%。
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