《大行報告》大摩相信恆安國際(01044.HK)未來45天股價將上升
摩根士丹利發表技術分析報告,預期恆安國際(01044.HK)股價在未來45日將上升,發生機會率料介乎70%至80%,對集團股份評級為「增持」,目標價72元。
該行表示,在上調對恆安的盈利預測及目標價後,現時預期集團今年的銷售及核心經營利潤分別增長9%及17%,並認為在新型冠狀病毒疫情下,市場對家庭及個人護理(HPC)產品的需求將保持韌性,而集團推出新產品,特別是新系列衛生巾「七度空間」,料可推動女性護理業務有穩定增長。
大摩又提到,看到木漿及原油成本繼續有利好,而中國的木漿存貨亦再次回升,在宏觀不明朗及股票市場波動下偏好恆安,認為集團的估值吸引,相當於今年預測市盈率14倍,派息收益率達5%。
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