01.前言熟悉我们知常容的朋友都知道,思摩尔是我们近些年跟踪的重点。我们也多次强调对思摩尔和电子烟的看好。不过,经过近1年多的上涨,我个人认为目前的思摩尔国际已经不便宜且达到我对其的估值了。说思摩尔国际不便宜,主要是目前思摩尔的股价对应2025年的利润,市盈率已经很高。由于思摩尔自己给出了2025年的全年指引,我个人对思摩尔全年的营收预测是127.64亿元,同比+8.18%;全面综合收益总额预测为...
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