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大和:思摩爾(6969.HK)首季業績符預期 重申買入評級
格隆匯 04-23 13:15

大和發表研究報吿指,思摩爾國際(6969.HK)首季經調整後純利按年強勁增長2.9倍至12.27億元人民幣,表現符合預期,但相信公司盈利能力將會按季持平,因公司的產能已接近完全使用,維持目標64港元,重申買入評級。

大和表示,公司首季最大增長動力來自其第二大客户霧芯科技,指霧芯科技正多樣化其產品來打進低端城市,料其新客户將會逐漸使用思摩爾國際所提供的陶瓷封閉式電子霧化器,預期公司於今年上半年的訂單維持強勁,因中國在相關方面的立法未必能在今年上半年完成。

大和認為,若中國政府在電子煙的牌照方面提出更多不同的政策,今年下半年將有更多不明朗因素,而公司的ODM業務所受的影響可控,因公司有強大的海外客户。另外,有報道指美國政府正考慮限制傳統煙草的尼古丁含量,相關消息將有利電子煙行業。

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