大行評級|大和:上調思摩爾目標價至10港元 上調2024至26年盈測
大和發表研究報吿指,美國FDA於上週五(21日)批准電子煙品牌NJOY的4款薄荷味電子煙產品上市,對於市場來説相信是驚喜,推翻早前市場估計FDA或準備在美國禁止薄荷口味電子煙的銷售。作為NJOY產品的主要供應商,該行預期思摩爾的盈利前景不會受到太大影響,計及2024年下半年美國市場可能出現的銷售增長,目前仍然認為思摩爾約25倍的遠期預測市盈率屬合理水平,現時預測2023至2026年盈利年均複合增長率將達到16%。大和將思摩爾2024至2026年盈利預測上調8%至14%,以反映薄荷口味電子煙產品銷售收入增長預期,較市場普遍預測高7%至13%,目標價從8港元上調至10港元。
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