港股異動 | 績後獲投行扎推唱好 思摩爾國際(6969.HK)續升超7%
格隆匯8月26日丨電子煙巨頭思摩爾國際(6969.HK)逆勢拉昇漲超7%,連續3日反彈13%。現報40.4港元,成交額超7億港元,總市值2421億港元。公司日前公佈,上半年實現收入69.53億元,同比增長79.2%;經調整後淨利29.75億元,同比大增127.5%。其中,在中國大陸的業務增長迅速,實現收入31.56億元,增幅高達330.8%。國金證券認為,思摩爾國際作為全球電子煙代工市場的頭部企業,尤其與英美煙草深度綁定,將顯著受益於海外市場的高增長。中國電子煙市場的中長期發展潛力巨大,並且政策層面,預計將以規範產業發展。公司中長期仍將具備維持高增長的能力。實際上不止煙草類產品,思摩爾近些年來也在加大對醫療類霧化器產品的研發。此外,里昂、中信建投、西南證券等多個投行在績後均維持“買入”評級。

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