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大行評級|大和:大幅上調思摩爾國際目標價至16港元 短期估值重估趨勢將持續
格隆匯 03-19 15:08
大和的研究報告指,儘管思摩爾國際的市盈率估值迅速回升至上市以來五年的平均水平,認爲其估值很可能繼續上行,原因包括新型加熱不燃燒產品,成爲iQOS的首個具有重大意義的競爭對手、股權激勵計劃、非侵入式醫美領域的擴張計劃,以及美國食品藥品監督管理局打擊非法電子煙。大和觀察到市場對該股的興趣日益增長,並相信短期內的估值重估趨勢仍將持續。大和上調明年每股盈利預測9%,以反映其新型加熱不燃燒產品明年開始產生貢獻,目標價由9港元大幅上調至16港元,評級亦由“持有”升至“跑贏大市”。
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