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大和:予思摩爾(6969.HK)買入評級 目標價60港元
格隆匯 01-05 10:51

大和發表研究報吿指,思摩爾(6969.HK)的股價過去兩日累跌12%,相信與公司調整業務增長指引有關。

但該行指出,與管理層溝通後未見市場前景將出現大變化,去年第四季復甦大致符合預期,相信股價已過度調整,認為投資者再次迎來入市好機會。

大和將集團2021至2023年盈利預測下調2%至5%,以反映中國業務復甦步伐較為保守,目標價由65港元下調至60港元,但相信海外業務發展穩健,將可帶來可持續增長。

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