港股異動 | 恆安國際(1044.HK)漲4.25% 領漲恆指成份股
格隆匯10月14日丨恆安國際(1044.HK)低開高走,現漲4.25%領漲恆指成份股,報57.6港元,總市值685億港元。

麥格理本月發表研究報告,將恆安國際目標價由87港元調高至90港元,重申跑贏大市評級。該行輕微上調對集團盈利預測,因預計其下半年的產品組合更好,以及衞生巾業務復甦強勁,又認為市場對木漿價格上升及線上業務情況過於憂慮,該股現價相當於2021年預測市盈率12倍,估值吸引。
國泰君安(香港)此前亦發佈研報稱,公司下半年利潤率改善趨勢有望延續,加上電商渠道的調整和整頓,電商渠道增長有望修復。此外,公司維持穩健的派息記錄,市場預期公司12個月預計滾動股息率為5.7%。
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