智通财经APP获悉，摩根士丹利发布研报称，调整部分内地消费品股目标价。在获该行“与大市同步”评级内地消费品股中，认为H&H国际控股(01112)有较高的重新评级的可能性。
该行对恒安国际(01044)目标价由24港元降至21港元，评级“与大市同步”，预计卫生巾销售受新兴品牌及线上和直播促销的压力，令上半年公司销售下降15%至20%。考虑到卫生巾是公司主要盈利来源，若下半年持续疲软，明年盈测可能面临进一步下调风险。该行降恒安国际今明两年收入预测分别2%及1%，纯利预测降18%及13%。
该行对H&H目标价由11.5港元升至13.4港元，评级“与大市同步”，认为下半年奶粉基数较低，且1-2阶段奶粉产品需求强劲，预计未来几季表现改善。该行降H&H国际今明两年收入预测分别11%及10%，纯利预测降29%及25%。
该行对高鑫零售(06808)目标价由2.4港元降至2.3港元，评级“与大市同步”，预期2026财年同店销售增长稳定或轻微正增长。另外，新控股股东上场后，股东回报计划和新店模式可能成为股价驱动因素。该行降高鑫今明两年收入预测分别1%及3%，纯利预测则分别降2%及上调5%。
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