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大摩:維持恆安(1044.HK)“增持”評級 目標價65港元
格隆匯 01-09 15:15
摩根士丹利發表報告,指恆安國際(1044.HK) 指在紙巾及木漿貿易帶動下,去年銷售將會錄得高單位數增長,而女性衞生產品於去年第四季亦轉為正增長。
報告稱,在持續有利的原材料成本及較合理宣傳推廣策略下,預期恆安去年下半年經營利潤升逾15%,而且在低基數下,強勁復甦會延續至今年上半年。
該行稱,恆安現估值相當於今年預測市盈率14倍,重申正面看法,維持予“ 增持 ”評級,目標價65港元。

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