金吾财讯 | 思摩尔国际(06969)震荡走低，截至发稿，跌3.1%，报20.3港元，成交额1.39亿港元。公司发盈警，预计上半年溢利介乎4.43亿至5.41亿人民币，按年下降21%-35%。溢利下降主要由于非现金性质的以股份为基础的付款开支增加1.76亿人民币、分销及销售开支，以及法律服务相关费用有较大增长。公司预期上半年收入为60.13亿人民币，按年增长18%，加回非现金的以股份为基础的付款开支，期间经调整期内溢利预计介乎6.88亿至7.87亿人民币，下降9%至上升4%。美银证券认为其表现符合全年收入正增长及经调整溢利持平的指引，意味下半年收入较弱；收入增长主要来自自有品牌业务和企业客户业务，次季趋势与首季相若，但利润则受到拖累，原因包括股份支付费用增加、自有品牌产品于海外市场的销售及管理费用上升，以及法律费用大幅增加。该行预期费用比率上升的趋势会持续至下半年，继续抑压盈利。
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