《大行報告》野村升恆安(01044.HK)評級至「買入」 目標價上調至79.2元
野村發表報告表示,於今年首季物流受疫情影響中斷後,預期恆安(01044.HK)第二季在分銷商強勁的庫存補充下以推動收益增長,加上新產品提升毛利率水平;又料其衛生巾業務於第二季回復至中單位數增長的行業水平,今年毛利率按年增0.3個百分點至70.6%。
報告補充,估計恆安上半年紙巾業務收益按年下跌3%至4%,主因其傳統銷售渠道貢獻較大;紙尿褲業務於今年下半年有望轉為正增長。該行上調其2020至2022年盈利預測7%至8%,目標價由63.2元升至79.2元,由「中性」升至「買入」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.