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[Brokerage Focus] SWHY maintains a "Shareholding" rating for SMOORE INTL (06969), pointing out the expected elasticity of HNB.
Golden Finance News | SWHY released a Research Report stating that on December 27, 2024, SMOORE INTL (06969) announced a Stock-based Incentive plan, with performance targets directly tied to Market Cap and set positively. The report indicated that at the end of November 2024, British American Tobacco's new HNB series Glo Hilo would be test-marketed in Serbia, with SMOORE INTL as the core partner for British American Tobacco's Glo Hilo, and HNB revenue is expected to increase rapidly, supporting a second growth curve. With the resolution of patents between British American Tobacco and Philip Morris International, the Global HNB market is expected to expand quickly. Additionally, regulations on flavoring in the USA are becoming more relaxed.
[Brokerage Focus] Tianfeng maintains a "Buy" rating for SMOORE INTL (06969), indicating that under the backdrop of stricter regulation, the Industry Chain concentration may increase.
Jinwu Financial News | Tianfeng Research issued that SMOORE INTL (06969) announced a revised Stock-based Incentive plan on December 27, which will conditionally grant a total of 61 million stock options to the company's Chairman of the Board, Executive Director, and major shareholder, Mr. Chen Zhiping, with an exercise price of HKD 11.26 per share. The unlocking conditions are: between January 1, 2025, and December 31, 2030, if the average Market Cap during any consecutive 15 trading days first reaches or exceeds HKD 300/400/500 billion, then 30%/60%/100% of the stock options will be unlocked respectively, and any performance targets not met.
Tianfeng: Maintaining SMOORE INTL's "Buy" rating and being bullish on the growth potential of the HNB new business.
Tianfeng released a research report stating that, based on the company's Technology and leading advantages, it maintains a "Buy" rating for SMOORE INTL (06969), expecting the company's Net income for 2024-2026 to be 1.609/1.966/2.494 billion yuan, with year-on-year changes of -2.19%/+22.19%/+26.85%. The firm believes that as a global leader in providing atomization Technology solutions, the company's barrier advantages are becoming more pronounced, and under the backdrop of increasingly stringent regulations, the concentration of the Industry Chain is expected to accelerate. Tianfeng's main points are as follows: the company released a revised announcement of the Stock-based Incentive plan, with performance objectives...
Zhitong Hong Kong Stock Analysis | At the end of the year, funds are taking a steady route, and Douyin has launched gift red envelopes to stimulate individual stocks.
Today, the markets in both locations are lukewarm, which is generally the case at the end of the year, as there is pressure for capital recovery and issues with institutions redeploying. The Hong Kong stock market closed slightly down by 0.24%.
Southbound funds had a net Buy of over 7.3 billion Hong Kong dollars on December 30: significantly increasing positions in Semiconductor Manufacturing International Corporation and UBTECH, while there was Outflow from Meituan and Tencent.
① The southbound funds traded approximately 71.1 billion Hong Kong dollars that day; which stocks are seeing continuous inflow? ② Inflow to Semiconductor Manufacturing International Corporation exceeds 1.6 billion Hong Kong dollars; how is the stock price performing?
GTJA: Maintains the "Shareholding" rating for SMOORE INTL (06969) as the Stock-based Incentive plan demonstrates confidence in long-term development.
GTJA predicts the net profit of SMOORE INTL for 2024 to 2026 to be 1.35 billion, 1.89 billion, and 2.48 billion yuan respectively.
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苦瓜哥 : haha it's still a long way