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《大行報告》大和降思摩爾國際(06969.HK)評級至「持有」 目標價削至9元
阿思達克 10-18 11:08
大和發表研究報告指,思摩爾國際(06969.HK)日前公佈9月底止第三季經調整純利按年下跌42%,按季比較亦跌18%,低於該行預期約10%。 報告指出,雖然公司股價徘徊在歷史低點,但預計不會出現快速反彈,考慮到其出口和國內業務嚴重缺乏可見度,大和認爲其現價合理,加上現時市況疲弱,建議投資者保持觀望,直到市況更趨明朗。 大和將思摩爾2022至2024年盈利預測下調6%至31%,對應收入增長預測下調;並下調估值基礎,由預測市盈率25倍降至15倍,以明年核心每股盈測計,目標價由21元大幅下調至9元,評級由「買入」連降兩級至「持有」。
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