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港股異動 | 思摩爾國際(6969.HK)漲逾5%創新高 機構看高公司股價至51.3港元
格隆匯 11-06 10:52
格隆匯11月6日丨入選格隆匯研究員11月金股名單的思摩爾國際(6969.HK)股價今日大漲,盤中最高見47.1港元創歷史新高,現報45.9港元,漲幅5.15%,最新總市值2675.82億港元;該股年內累計漲逾250%。安信國際指,思摩爾相比同行具有更強的競爭實力,其獨創的陶瓷芯技術和大客户的深度綁定關係是最主要的競爭壁壘。上調公司盈利預期,2020、2021、2022年調整後淨利潤分別為37、55、76億美元,對應EPS分別為0.73、1.09、1.51港元,維持“買入”評級,上調目標價至51.3港元。

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