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Investors001
2021-08-04
从教育到游戏,又到电子烟,你就是个沙,B
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Investors001
2020-11-23
$小米集團-W(01810)$
三个月的成果,今晚给自己个鸡腿🍗!
Investors001
2021-08-06
缺芯不炒芯,笑话,你是自己踏空了吧,发文章在搞事吧,不炒热的难道去捡垃圾的?你快去吃粑,粑吧!
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Investors001
2021-07-28
**,中信
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Investors001
2021-09-25
他家不是在加拿大吗
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Investors001
2022-07-19
$趣店(QD)$
做空一切炒作性中概股等于送钱
Investors001
2021-10-06
$火幣科技(01611)$
🤣🤣🤣
Investors001
2023-11-08
$纳斯达克(.IXIC)$
出货
Investors001
2021-07-28
**,信你一点都死
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Investors001
2022-08-10
老虎更新了看不到了k线有人知道什么原因吗
Investors001
2022-08-10
老虎更新了,看不到k线有人知道什么原因吗
Investors001
2021-08-24
你就是个沙,比,
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Investors001
2021-08-04
沙,B
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Investors001
2021-07-28
**,
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去老虎APP查看更多动态
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11:29","market":"us","language":"zh","title":"【券商聚焦】中信建投维持思摩尔国际(06969)买入评级 指盈利能力稳步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2161054497","media":"凤凰网港股","summary":"研报续指,公司国内业务高速增长,美国市场有望受益行业集中度提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%;经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%;对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/601066\">中信建投</a>发研报指,根据公告,2021H1<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>实现营收69.53亿元,同比增长79.2%;经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%;经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指,公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%;APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%;美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%;欧洲区域实现收入9.21亿元,同比增长24.80%;日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致;美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户<a href=\"https://laohu8.com/S/BTI\">英美烟草</a>等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。</p><p>中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%;经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%;对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-08-24 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/601066\">中信建投</a>发研报指,根据公告,2021H1<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>实现营收69.53亿元,同比增长79.2%;经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%;经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指,公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%;APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%;美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%;欧洲区域实现收入9.21亿元,同比增长24.80%;日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致;美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户<a href=\"https://laohu8.com/S/BTI\">英美烟草</a>等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。</p><p>中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%;经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%;对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"06969":"思摩尔国际"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=742a4420a7038defe19540a8cfba2008","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161054497","content_text":"凤凰网港股|中信建投发研报指,根据公告,2021H1思摩尔国际实现营收69.53亿元,同比增长79.2%;经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%;经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指,公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%;APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%;美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%;欧洲区域实现收入9.21亿元,同比增长24.80%;日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致;美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户英美烟草等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%;经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%;对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893146953,"gmtCreate":1628250440472,"gmtModify":1628250440472,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560726499214554","authorIdStr":"3560726499214554"},"themes":[],"htmlText":"缺芯不炒芯,笑话,你是自己踏空了吧,发文章在搞事吧,不炒热的难道去捡垃圾的?你快去吃粑,粑吧!","listText":"缺芯不炒芯,笑话,你是自己踏空了吧,发文章在搞事吧,不炒热的难道去捡垃圾的?你快去吃粑,粑吧!","text":"缺芯不炒芯,笑话,你是自己踏空了吧,发文章在搞事吧,不炒热的难道去捡垃圾的?你快去吃粑,粑吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893146953","repostId":"1105646416","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890319664,"gmtCreate":1628082817658,"gmtModify":1628098769857,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560726499214554","authorIdStr":"3560726499214554"},"themes":[],"htmlText":"从教育到游戏,又到电子烟,你就是个沙,B","listText":"从教育到游戏,又到电子烟,你就是个沙,B","text":"从教育到游戏,又到电子烟,你就是个沙,B","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/890319664","repostId":"1114686999","repostType":4,"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090632547992330","authorId":"4090632547992330","name":"白洋水军","avatar":"https://static.tigerbbs.com/d36332188b14386d68f11122c22d020a","crmLevel":1,"crmLevelSwitch":0,"idStr":"4090632547992330","authorIdStr":"4090632547992330"},"content":"青少年身心健康事关国家命运,难道不应该管么?为了你投在电子烟股市的几个臭钱,就能如此昧着良心说黑话?","text":"青少年身心健康事关国家命运,难道不应该管么?为了你投在电子烟股市的几个臭钱,就能如此昧着良心说黑话?","html":"青少年身心健康事关国家命运,难道不应该管么?为了你投在电子烟股市的几个臭钱,就能如此昧着良心说黑话?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890337657,"gmtCreate":1628082722079,"gmtModify":1628082722079,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560726499214554","authorIdStr":"3560726499214554"},"themes":[],"htmlText":"沙,B","listText":"沙,B","text":"沙,B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890337657","repostId":"1114686999","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803538658,"gmtCreate":1627446826574,"gmtModify":1627446826574,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560726499214554","authorIdStr":"3560726499214554"},"themes":[],"htmlText":"**,","listText":"**,","text":"**,","images":[],"top":1,"highlight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