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《大行報告》大和上調思摩爾國際(06969.HK)目標價至47元 評級「買入」
阿思達克 10-29 10:16
大和發表研究報告指,思摩爾國際(06969.HK)純利增長迅速,第三季經調整淨利按年增長46.4%至11.6億元人民幣,符合該行預期。

該行指出,公司最大客戶Vuse的銷量自7月起快速增長,至9月按年增長率至少達69%,對比4月至6月的按年增長率僅為30%至50%,Vuse在美國市場份額亦有所提升,長遠而言對思摩爾長期有利。

考慮到客戶表現良好及去年低基數,該行預期第四季盈利按年升一倍以上,上調其2020至2022年核心每股盈測3%至5%,以反映大和提升其B2B銷量及銷售均價預測;目標價相應由40元升至47元,重申「買入」評級。

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