《大行報告》富瑞上調恆安(01044.HK)目標價至40.31元 評級「持有」
富瑞發表報告指,恆安國際(01044.HK)上半年純利及銷售符市場預期,而純利則優於該行預測,受惠於分銷成本比例低於預期。倘撇除外匯影響,淨利潤按年僅跌11%;至於下半年,該行指公司成本壓力仍存在,冀透過公司滲透度增長、營運效率及減少促銷等有所幫助。
該行表示,基於上半年表現,將公司今年、明年及2024年淨利潤預測上調2%、6%及3%,並將其目標價由39.1元上調至40.31元,維持其評級為「持有」。
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