《大行報告》大摩相信恆安(01044.HK)股價30日內將升 評級「增持」
摩根士丹利發表研究報告料恆安國際(01044.HK)股價將於30日內上升,發生的可能性有70-80%,主要因為股價近期向下,令短期估值變得吸引,而5月以來股價已跌約9%,而同期恆指僅跌約1%,同時恆安的基本面正在改善,次季銷售亦受惠渠道補庫存、線上增長及低基數效應等而重拾增長勢頭,估計上半年毛利率應有所擴張,主要因為原材料成本向下及產品組合升級,而公司的經營開支比率則料會持平或有所向下,主要因為管理層在營銷活動時亦加大對投資回報率的重視。總體而言該行料上半年公司盈利增長達15-20%,將跑贏內地必然消費品行業,估值亦吸引,予目標價78元,評級「增持」。
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