华泰金融(HK)：给予思摩尔国际(06969.HK)“买入”评级 目标价15.42港元
华泰金融(HK)10月11日发布公告。Smoore International (Smoore) released a profit alert for 9M24, expecting revenue /pre-tax profit/net profit (NP) of RMB8,323/1,324/1,006mn (+4/+0.1/-11.9% yoy) for 9M24. For 3Q24, Smoore guides its revenue/pre-tax profit/NP at RMB3,286/513 /379mn (+14.1/-2.6/-22.5% yoy). We maintain our earnings forecasts, and project 2024/2025/2026 attributable NP at RMB1,698/2,010/2,393mn, with EPS of RMB0.28/0.33/0.39. Given 1) Smoore’s increasing efforts in product innovation and product mix expansion have cemented its R&D and administrative edges, 2) implementation of regulatory policies across countries underlines compliance value, demonstrating Smoore’s long-term investment value, and 3) new businesses are well on track, likely to become its new earnings growth drivers, we value the stock at 50x 2024E PE, a premium over its peers’average of 25x on Wind consensus, for our target price of HKD15.42 (previous: HKD12.37). Maintain BUY.
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