《大行報告》大摩:恆安(01044.HK)純利高預期3% 關注疫情下開支
摩根士丹利發表報告表示,恆安國際(01044.HK)去年主要營運數據優於該行預期,雖然其核心營運溢利低於該行原預期6%,但純利高於該行原預期,主要是內地政府補貼及財務收入較高。
該行認為,投資者將關注新冠病毒疫倩對公司業務的影響,相信增加新產品和品牌建設開支,可推動長期價值,而大摩予恆安國際「增持」評級及目標價72元。
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