美银证券:升恒安国际目标价至30港元 料去年下半年核心净利润升8%

智通财经
Feb 11

智通财经APP获悉,美银证券发布研报称,将恒安国际(01044) 2025及2026年的核心净利润预测分别下调3%及1%;基于行业竞争格局改善,上调目标市盈率至13倍,目标价升18%至30港元。虽然公司缺乏长期增长推动力,但股息收益率可观;重申“中性”评级。该行预期恒安2025年下半年收入将同比增长1%至109亿元人民币,因三大业务板块均持续改善。其中,纸巾销售预计同比增长5%,较上半年的3%增长...

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