大和：重申恒安国际(01044)“跑赢大市”评级 目标价降至29港元
大和发布报告称，下调恒安国际(01044)2023-2024年经调整净利预测4.5%/1.1%至27.48/31.13亿元人民币，以反映纸巾业务更慢的利润率恢复，目标价由34港元下调15%至29港元，重申“跑赢大市”评级。
报告中称，公司在参与大和活动时表示，纸巾业务第三季的毛利率由第二季的20%扩张至25%，但第四季料在行业积极推广下按季大致持平，该行预计在有利的木浆价格下，恒安纸巾业务的毛利率将在2024年进一步扩张。
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