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《大行報告》美銀證券上調思摩爾(06969.HK)目標價至59元 評級「買入」
阿思達克 11-30 09:47
美銀證券發表報告,指國務院上週五(26日)公佈,即日起修改《中華人民共和國菸草專賣法實施條例》,新型菸草,如電子煙產品,將參照傳統菸草的現行規定進行正式監管。該行認爲法律修訂使中國的新型菸草發展合法化,並首次部分地緩解了行業長期以來對監管不確定性的擔憂。 在實施方面,美銀證券預計在電子煙方面可能會有一些靈活性,因爲該法表明目前的法規只是「參考」。因此將思摩爾(06969.HK)目標價提高28%至59元,以反映對監管的擔憂有所緩解,但目前的具體影響仍不確定,要取決於監管細節,重申「買入」評級。
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