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思摩爾(6969.HK)大漲超12% 獲中金看高至74港元
格隆匯 08-10 11:56
格隆匯8月10日丨近日明顯反彈的港股電子煙概念股思摩爾國際(6969.HK)今日繼續大漲,盤中一度漲超12%報44.35港元,較7月底的調整低位31.2港元已反彈超40%,最新市值超2600億港元。公司7月份發佈業績預吿顯示Q2業績超預期,8月19日將正式公佈業績。中金近日發佈研報稱,全球霧化科技龍頭思摩爾國際憑藉強大核心優勢已深度綁定全球頭部客户,其他競爭者短期難以獲得頭部客户大體量訂單,公司業務以出口為主且面向全球有望受益多個主要國家政策門檻提升,份額向頭部集中,重申強者愈強邏輯,維持其“跑贏行業”評級與目標價74港元。

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