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《大行報告》中金上調思摩爾(06969.HK)目標價至28元 評級「跑贏行業」
阿思達克 06-27 11:35
中金髮表評級報告指,美國食品藥品監督管理局(FDA)在6月23日表示,由於JUUL無法證明其產品能保護公衆健康,故拒絕授權JUUL銷售自家電子煙產品,以致未來或會被逐出美國市場。 中金錶示,若JUUL作爲美國第二大電子煙品牌,未能進行合法銷售其產品,認爲其他已獲批準的品牌或有機會進一步搶奪更多的市場佔有率,預料另一領先電子煙生產商思摩爾(06969.HK)或可鞏固在行業內地位。 中金錶示,維持對思摩爾今年及明年盈利預測不變,將其目標價上調至28元,升8%,意味着公司今年37倍市盈率及明年29倍市盈率,及有29%的上行空間,維持其評級爲「跑贏行業」。
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