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《大行报告》大摩:恒安(01044.HK)盈利增长近4至5年最强 优预期
阿思达克 08-19 14:52
大摩发表研究报告指恒安(01044.HK)上半年毛利率升至44.1%超出该行预期,较去年上半年及下半年的37.3%及39.9%都要高;核心经营盈利增长35%,高於预期,是过去4-5年期间最大的增长,相信主因是木浆成本方面的得益所致,但同时亦对於看到卫生产品销售趋势的改善,以及公司在提升产品组合或定价上的努力感到鼓舞。该行予恒安目标价78元,评级「增持」。

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