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《大行報告》中金降思摩爾(06969.HK)目標價至26元 評級「跑贏行業」
阿思達克 05-30 12:03
中金發表報告,基於思摩爾(06969.HK)計劃加大研發投入以驅動中長期可持續成長,將2022和2023年利潤預測分別下調28%和26%至 38.9億和50億元人民幣,分別對應23和18倍市盈率,維持「跑贏行業」評級,基於盈利預測調整,將目標價下調19%至26元。 思摩爾國際近日於英國發布,其全球首款陶瓷霧化芯一次性解決方案FEELM Max,與自有品牌開放式棉芯技術解決方案COREX。該行預計,領先的FEELM Max技術有望在快速成長的一次性電子煙中脫穎而出,快速搶佔海外市場份額。中金認為,思摩爾作為全球霧化科技龍頭,有望持續通過強大的研發、創新能力推進新產品、新技術開發,持續引領行業變革維護自身領先地位。
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