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恆安(01044.HK)逆市升4% 獲摩通看好
阿思達克 05-17 11:20
恆指今早回吐至19,814獲承接,曾回升至19,987,現報19,884,回吐93點或近0.5%,總成交額376億元。 藍籌恆安(01044.HK)獲摩通唱好,今早股價重越50天及250天線(35.6元及36.5元),最高見36.65元,現報36.6元,逆升4%,暫為表現最好恆指成份股,成交額2,782萬元。 摩通將恆安評級由「中性」升至「增持」,目標價由41元上調至48元,以反映公司風險回報狀況正變得吸引。報告指,隨著紙漿成本下降,預計紙巾業務對集團EBIT造成 拖累之趨勢將在今年第四季逆轉。假設紙漿成本在今年下半年維持在每噸5,500元人民幣,並在明年下降至4,500元人民幣,恆安2024年盈利將按年增長25%。
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