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《大行報告》大摩:恆安(01044.HK)盈利增長近4至5年最強 優預期
阿思達克 08-19 14:52
大摩發表研究報告指恆安(01044.HK)上半年毛利率升至44.1%超出該行預期,較去年上半年及下半年的37.3%及39.9%都要高;核心經營盈利增長35%,高於預期,是過去4-5年期間最大的增長,相信主因是木漿成本方面的得益所致,但同時亦對於看到衛生產品銷售趨勢的改善,以及公司在提升產品組合或定價上的努力感到鼓舞。該行予恆安目標價78元,評級「增持」。

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