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思摩爾國際(6969.HK)高開7.18% Q2業績超預期
格隆匯 07-08 09:22
格隆匯7月8日丨思摩爾國際跳空高開7.18%報44.8港元,市值2674億港元。公司昨晚發佈業績預吿,預計今年上半年溢利及全面收益總額達27.04億元-29.88億元,同比增長3425.0%-3796.1%;預計上半年未經審核的經調整純利為28.26億元-31.24億元,同比增116.1%-138.8%。中信證券指出,市場仍處“政策真空期+挑戰者驗證期”,估值具備顯著性價比,思摩爾國際Q2業績超預期有望帶來一定估值修復。隨國內政策出現實質性變化及公司基本面逐季向上,當前對於國內監管及陶瓷芯競爭格局的極度悲觀預期有望扭轉,公司料迎來系統性估值抬升,維持買入評級。

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