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《大行報告》里昂上調恆安(01044.HK)目標價至44元 評級「跑贏大市」
阿思達克 08-22 10:21
里昂發表報告指,恆安(01044.HK)上半年銷售額勝預期,但毛利率遜預期。投入成本壓力和競爭加劇曾經是拖累增長的兩個關鍵因素,但上半年衛生紙產品的強勁增長反映競爭風險正緩和。 里昂預計,恆安下半年所有業務銷售都會有健康的增長,但毛利率未見明顯改善的轉機。管理層亦預計紙漿價格下半年將保持高位,對明年未有清晰的前景。目前石化原料價格已經開始下降,但對毛利率的影響將逐步顯現。 里昂將恆安今明兩年的銷售額預測提高5%,但將今年淨利潤預測降低24%,反映預期毛利率下跌。該行維持其「跑贏大市」評級,目標價由41元提高到44元。
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