大和:升思摩尔国际(06969)评级至“跑赢大市” 上调目标价至16港元

智通财经
19 Mar

智通财经APP获悉,大和发布研报称,将思摩尔国际(06969)评级由“持有”升至“跑赢大市”,目标价由9港元大幅上调至16港元,下调其对公司今年的每股盈利预测10%,但升明年每股盈利预测9%,以反映其新型加热不燃烧产品明年开始产生贡献。

大和指出,尽管思摩尔的市盈率估值迅速回升至上市以来五年的平均水平,认为其估值很可能继续上行,原因包括新型加热不燃烧产品,成为iQOS的首个具有重大意义的竞争对手、Tesla式的股权激励计划、非侵入式医美领域的扩张计划,以及美国食品药品监督管理局打击非法电子烟。大和观察到市场对该股的兴趣日益增长,并相信短期内的估值重估趋势仍将持续。

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