研報掘金|華泰證券:上調思摩爾國際目標價至15.42港元 維持“買入”評級
華泰證券發表報吿指,思摩爾國際發佈首三季業績預吿,營收同比增長4%至83.23億元,税前利潤同比增長0.1%至13.24億元。分季度看,第三季單季收入同比增長14.1%至32.86億元,表現亮眼,税前利潤5.13億元。該行維持思摩爾盈利預測,預計思摩爾2024至2026年淨利分別為16.98億、20.1億、23.93億元,對應每股盈利分別為0.28、0.33及0.39元。考慮到公司持續加強產品創新與品類擴張,研發及管理優勢持續夯實;各國監管政策落地後合規市場價值突出,長期價值屬性凸顯;新業務進展順利有望打開新成長曲線,給予公司2024年50倍市盈率,目標價由12.37港元升至15.42港元,維持“買入”評級。
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