港股異動丨思摩爾國際連升5日 券商指傳統霧化電子煙業務穩步復甦 予其“買入”評級
思摩爾國際(6969.HK)再度拉昇升超5%,5日連升超20%,報10.78港元再度刷新階段新高,總市值663億港元。華泰證券最新報吿指,近期受海外降息下港股情緒回暖催化,霧化設備龍頭思摩爾國際股價再迎提振。認為公司傳統霧化電子煙板塊業務穩步復甦,24H2有望迎來經營拐點,同時加熱不燃燒、醫療霧化等業務作為中長期戰略穩步推進中,長期成長邏輯順暢。該公司核心業務穩步復甦,新業務進展順利,上調估值溢價,給予公司24年40倍PE,目標價12.37港元,維持“買入”評級。

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