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大行每日評級 | 大和、里昂均下調思摩爾國際目標價
今日看點
1. 大和、里昂下調思摩爾國際(06969)目標價分別至64元及95元,但評級爲“買入”。大行加強電子煙監管對市場的影響與美國初次宣佈收緊一樣,僅影響小型電子煙品牌,最終供應商像思摩爾國際仍是受益者。監管消息一出後思摩爾昨日曾大跌超40%,截至發稿,股價小幅上漲,漲超1%。
2. 瑞信下調吉利汽車(00175)目標價至27港元,評級“跑贏大市”。該公司經銷商提升零售價格折扣,令其上一年毛利潤下降。吉利增設純電汽車合營“極氪”,公司與母企分別持股51%及49%。吉利財報公佈後大跌,截至發稿,跌超12%。
3.Argus上調奈飛(NFLX.US)至“買入”評級,目標價650美元。該行稱其具有“結構性競爭優勢”,而最近的股價回調提供了一個不錯的進場時機。

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