智通财经APP获悉，花旗发布研报称，预期恒安国际(01044)上半年收入将下跌1%，净利润则料录高个位数字跌幅。由于下半年或会因低基数而有所改善，导致全年销售和盈利持平。该行维持集团“中性”评级，目标价由22.1港元升至22.3港元。
该行预计恒安 第二季的表现按季仍然疲弱，虽然纸巾的销售和利润率有所回升，但卫生巾的销售和利润率仍因竞争而受压，并料竞争远远未会结束。纸巾业务方面，该行表示，由于销量增长及均价持平，预计上半年的销售额将增长4%。鉴于纸浆成本下降、稳定的价格推广及产品组合改善，料业务毛利率将由去年上半年的19.6%，改善至今年上半年的22%。至于卫生巾业务的销售则料降15%，预计毛利率跌至61%。
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