【券商聚焦】浙商證券維持思摩爾國際「買入」評級指其HNB加速滲透、英美大力投入

金吾財訊

07/16

金吾財訊 | 浙商證券研報指，近期Glo Hilo在日本仙台的試銷反饋較好，該機構認為HNB產品體驗提升、轉化菸民提速會帶動行業加速增長，思摩爾國際綁定英美菸草充分受益，同時霧化&醫療業務向好。此前市場擔心思摩爾國際(06969)在單支HNB煙支上獲取的利潤不會太高，依據是英美菸草報表呈現的HNB煙支單價較低、毛利空間可能有限。該機構認為從兩個維度看，思摩爾有望在煙彈環節獲得豐厚回報： 1）...

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【券商聚焦】浙商證券維持思摩爾國際「買入」評級 指其HNB加速滲透、英美大力投入

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【券商聚焦】浙商證券維持思摩爾國際「買入」評級指其HNB加速滲透、英美大力投入