大和：降思摩尔国际(06969.HK)评级至“持有”兼削目标价至7.6港元

智通财经07-13

【大和：降思摩尔国际(06969.HK)评级至“持有”兼削目标价至7.6港元】智通财经APP获悉，大和发布研报称，将思摩尔国际(06969.HK)评级由“跑赢大市”下调至“持有”，目标价由17港元大幅下调至7.6港元，以2026至2027年平均每股盈利的27倍目标市盈率作估值，相当于2026年预测市盈增长率(PEG)为1倍，与整体OEM同业一致。该行认为，电子烟产品有望带来销售惊喜，新加热烟草(HNB)客户亦将抵消英美烟草于日本市场的去库存影响，惟估值已充分反映中长期潜力。

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