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《大行報告》摩通下調恆安(01044.HK)目標價至46元 評級「增持」
阿思達克 07-18 10:09
摩根大通發表報告,認為恆安國際(01044.HK)最壞的情況可能已經過去。紙漿價格今年以來累計下跌26%,有利第四季利潤率。在恆安股價過去一個月下跌12%後,而恆指同期下跌3%。而公司首席執行官自3月以來已10次增持,董事長亦在5月增持,反映管理層對業務充滿信心。 摩通將恆安股價疲軟歸因於上半年業績令人失望,但相信上半年業績已經見底,料明年銷售額和撇除外匯影響純利分別增長3%和28%。予評級「增持」,目標價由48元降至46元。
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