大行評級|摩根大通:下調恆安國際目標價至28港元 維持“增持”評級
摩根大通發表研究報告指,恆安國際去年銷售及盈利按年各跌4.6%及17.9%,分別較市場預期低2%和11%。該行預期,今年集團銷量將按年跌1.1%,盈利料升2.8%。該行看好恆安國際在產品創新方面的投入,且沒有加入競爭對手發起的價格戰。另外,集團派發固定金額的股息更能有效抵禦股價下跌。
考慮到盈利下滑,該行將目標價由32港元下調至28港元,維持“增持”評級。
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