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《大行報告》大和降思摩爾(06969.HK)評級至「跑贏大市」 目標價則上調至90元
阿思達克 01-25 12:29
大和發表研究報告,降思摩爾國際(06969.HK)投資評級,由「買入」下調至「跑贏大市」,目標價則由56元上調至90元。在調整銷量預測後,該行上調2020至2021年每股核心盈測介乎4%至11%,但上調2022年每股盈測25%,反映電子煙品牌「RELX」持續增長預測。

該行稱,思摩爾屬去年表現最佳新股,去年末季純利勝該行預期13%;展望今年,仍對其持正面看法,料基本面仍維持強勁,料核心每股純利按年升幅達33%。不過,在過去六個月累升173%後,大和稱,絕大部分催化劑已被市場反映,不能忽視風險回報已經減弱;並指現估值不容許公司有任何出錯。該行建議投資者倘尚未入市則應等待回調。

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