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《大行报告》大和降思摩尔(06969.HK)评级至「跑赢大市」 目标价则上调至90元
阿思达克 01-25 12:29
大和发表研究报告,降思摩尔国际(06969.HK)投资评级,由「买入」下调至「跑赢大市」,目标价则由56元上调至90元。在调整销量预测後,该行上调2020至2021年每股核心盈测介乎4%至11%,但上调2022年每股盈测25%,反映电子烟品牌「RELX」持续增长预测。

该行称,思摩尔属去年表现最佳新股,去年末季纯利胜该行预期13%;展望今年,仍对其持正面看法,料基本面仍维持强劲,料核心每股纯利按年升幅达33%。不过,在过去六个月累升173%後,大和称,绝大部分催化剂已被市场反映,不能忽视风险回报已经减弱;并指现估值不容许公司有任何出错。该行建议投资者倘尚未入市则应等待回调。

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