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《大行报告》大和上调思摩尔国际(06969.HK)目标价至47元 评级「买入」
阿思达克 10-29 10:16
大和发表研究报告指,思摩尔国际(06969.HK)纯利增长迅速,第三季经调整净利按年增长46.4%至11.6亿元人民币,符合该行预期。

该行指出,公司最大客户Vuse的销量自7月起快速增长,至9月按年增长率至少达69%,对比4月至6月的按年增长率仅为30%至50%,Vuse在美国市场份额亦有所提升,长远而言对思摩尔长期有利。

考虑到客户表现良好及去年低基数,该行预期第四季盈利按年升一倍以上,上调其2020至2022年核心每股盈测3%至5%,以反映大和提升其B2B销量及销售均价预测;目标价相应由40元升至47元,重申「买入」评级。

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