恆安(01044.HK)考驗54元獲承接倒升逾4%重越20天線
恆安國際(01044.HK)承過去四連跌勢,今早低開報54.5元,進一步跌至54.25元創逾半年低獲承接,掉頭重越10天及20天線(56.8元),午後進一步升至57.8元,現造57.55元,倒升4.2%,為最強藍籌,成交473萬股,涉資2.67億元。
大和上周尾指,恆安近期股價表現疲軟可能為投資者提供「買入」良機。該行指,儘管內地9月木漿價格漲約5%,但這對恆安下半年毛利潤率影響有限,因為該公司已經以低成本採購了可維持4-6個月庫存,且公司高端產品對營收強勁貢獻可能也有助於在一定程度上抵消電子商務渠道營收表現疲弱影響,故維持恆安「買入」評級及目標價76.7元不變。
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