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06969 思摩尔国际

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  • 6.970
  • +0.120+1.75%
已收盘 05/09 16:08 (北京)
427.80亿总市值22.93市盈率TTM

思摩尔国际股票讨论区

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    尽管中金维持对思摩尔国际'跑赢行业'评级,但由于内地市场压力,下调了今明两年盈利预期,目标价降低9%至10港元。研报预测,美国市场严格执法、国内市场调整及新品上市可能使下半年业绩改善。
    On June 15, the official website of the State Tobacco Monopoly Administration of China announced that the national unified e-cigarette transaction management platform has been officially launched at 9 o'clock. At that time, all types of e-cigarette market players who have obtained tobacco monopoly licenses by the law should gradually go to the platform for trading and settlement.
    Key Takeaways:
    1. Industry: Low penetrat...
    $思摩尔国际(06969.HK)$ 快到52w新低了,算不算市场过度反应。先买一手看看
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    $思摩尔国际(06969.HK)$  good results and still tank? shocked
    $思摩尔国际(06969.HK)$ 6969:三季度业绩环比下滑或受国内去库存影响, 未来有望边际回暖。大客户有望陆续通过 PMTA,公司海外业务前景良好。预计随着下游库存逐步消化, 公司订单规模有望在未来两个季度的时间内实现回升,带动收入边际回暖。中长期来看,国内收入增速仍取决于下游竞争格局的改善,以及监管政策的落地。随着国内电子烟市场日渐成熟,我们认为品牌力、产品力和渠道管理能力在竞争中的重要性将逐渐凸显, 缺乏实力的中小品牌终将淘汰出局。公司凭借自身优势有望绑定优质品牌共同成长。
    Hello everyone, I'm Lao Li
    In December, Old Lee's account opened, with Smalls up nearly 15 percent.
    Certainty opportunities at your fingertips! Old Li here only do certainty opportunities, Smoor regardless of fundamentals, or technical aspects, are very high-quality, coupled with good policy support, burst a wave, perfect!

    Simple roughness and certainty, is what we most want, as an investor is no more than that;
    Start today's rematch
    Hang Seng index early by the impact of the U.S. stock market slump near the support level opened lower and then all the way up, two consecutive days to resist the sharp decline in U.S. stocks, mainly due to the recent strength of the brokerage sector, but also linked to AH strength, but it should be noted that this year brokerages have not seen a relatively large increase, so the near-term does not rule out and index resonance rebound,
    Although the index did not fall today, but individual stocks did not perform strongly, mainly because of emotional fears that the Hang Seng index will break again to fall.
    On the technical surface the index is almost a small yang line with skinheads and bare feet. In my opinion, this yang line can largely repair the pessimism, the signal of success on attack. As for what point can rebound, yesterday also said, this is the fourth time the Hang Seng index hit a new low this year, the first three rebounds are good, this time because of the risk and emotional release more thorough, the rebound will be greater than the previous three times. There is pressure above 24200 for a short period of time.
    stock aspect
    $思摩尔国际(06969.HK)$ Smoor International is entirely in accordance with our drawing in the road, back to step 42 support level, technical graphics out of the N-shaped upward trend, the field funds are more boiling and the policy of the increase can now be at a high 10% profit margin, short-term if there is a large yin line on the timely withdrawal.
    $腾讯控股(00700.HK)$ Tencent today received a skinhead yang line, can see that the mood improved after the field funds to do more strength is also relatively strong, then today this skinhead yang line can do yesterday's bottom parting form is very strong, the technical form is also spreading upward, now there is a trend and emotional resonance, waiting for the position of attack 530.
    $哔哩哔哩-W(09626.HK)$ The main base of b station is long video, but b station has the unique advantages of shaking sound and fast hand video website,
    First, the b station fans have a strong stickiness, (b station fans are B station, but there will be no shake and quick hand users say, I love shake sound)
    Second, station b has a lot of excellent up master
    Video sites need to constantly update video to attract traffic, home-made variety is not as good as the up master to create traffic value
    Therefore, over time, the b station's excellence will become more obvious.
    Trend, the short-term trend is affected by the decline in U.S. stocks, there are signs of panic flight, but 480 near is a strong support, stable 480 this position, short-term no big risk, long-term has been optimistic
    $华润电力(00836.HK)$ China Resources Power, today rushed high pressure to fall back, the volume can have a significant contraction, the fund wait-and-see mood is relatively strong, good in the technical indicators up distribution, if the volume can break through 22 this integer pass, the new high can be easily taken down.
    December treats us thin, open the door to make more than 20%, since December treat us well, Lao Li will also go all out to maximize profits.
    $哔哩哔哩(BILI.US)$  $苹果(AAPL.US)$  $蔚来(NIO.US)$
    12.2 Close Review: Profit reaches 20% today
    12.2 Close Review: Profit reaches 20% today
    12.2 Close Review: Profit reaches 20% today
    +2
    2
    China's tobacco administration issues an exposure draft on e-cigarette regulations, all related products have to be registered before gon on sale.
    E-cigarette maker Smoore International jumps about 4% in the afternoon as policy risks faded.
    国家烟草专卖局:电子烟产品在中国境内上市销售前,应当经烟草专卖行政主管部门登记,对符合条件的,准予登记并纳入电子烟产品目录。
    随着监管风险消退,电子烟生产商思摩尔国际拉升6%。
    $思摩尔国际(06969.HK)$ $雾芯科技(RLX.US)$ $中国波顿(03318.HK)$ $中烟香港(06055.HK)$
    1
    Hello everyone, I'm Lao Li
    After the Hang Seng index fell below its new low for the year yesterday, indecisive pessimism was fully released, and today it is a high-open attitude to resist Powell's turn to the eagles to take the fall of U.S. stocks
    Today's Hang Seng trend without any doubt, exactly before we expected, but also to verify that we copied the bottom of the idea yesterday is right.
    Now with the market down, the risk has basically been released, it is estimated that Hong Kong stocks will enter a short-term bottoming trend.
    The Hang Seng Index has hit a new low four times this year, and the first three have all rebounded well, each time with a rebound of 2000 points, then this time will certainly not be an exception.
    This time I think the rebound can reach more than 26,000 points, stronger than three times, because the risk release is more thorough, so this is what I said yesterday, if today to give the opportunity, I am willing to re-position.
    $恒生指数(800000.HK)$ Hang Seng Index today is the first day of emotional recovery, yesterday said from the trend of falling slope, yesterday's low support is very strong, for the index view is that as long as yesterday's low is not broken, the market will be above 23,000 points to shake the bottom, waiting for the opportunity to rebound.
    in terms of stocks:
    $华润电力(00836.HK)$ China Resources Electric, recently has been said to everyone is the environment is relatively weak, do not chase high back to step low suction, early low suction today is also profit more than 6%, for China Resources current view unchanged, back pedal can be low suction, support around 19, waiting for the stock price to continue to rise, challenge the previous high.
    $腾讯控股(00700.HK)$ Tencent said yesterday that the fundamentals have not changed, the recent mood is only emotional, today after the mood improved, but also with the United States group with the big market to go up. Technically, the share price is also back in the upward channel above 460 today.
    $中芯国际(00981.HK)$ SMIC today's trend is no surprise, as large-cap stocks follow the market up, although the overall trend has not yet come out of the box, but the semiconductor industry chain as a high-end manufacturing industry is also representative of the industry business climate is still very high, the future trend is still very much to look forward to, recently I will also organize a study on semiconductors to share with you.
    $思摩尔国际(06969.HK)$ Smoor International, recently has been to say that as long as the step back can not break 42 can boldly low-sucking, today's stock price is the lowest although the price of 41.9, but just touched up, not shown on the chart, can be seen near 42 there are obvious signs of capital entry, the next is waiting for the N-shaped rising structure
    These stocks old Li also have concerns, welcome to find old Li to explore  $阿里巴巴-SW(09988.HK)$   $阿里巴巴(BABA.US)$   $京东集团-SW(09618.HK)$   $京东(JD.US)$   $苹果(AAPL.US)$
    12.1 Closing comments
    12.1 Closing comments
    12.1 Closing comments
    +2
    Good evening, everyone. It's time for Lao Li's rematch.
    Today, the hang seng index   $恒生指数(800000.HK)$ low open low through a drop must be surprised a lot of people, under the index also came to the box body along the nearby, this does not exclude the possibility of below, sector also fell, the overall market sentiment weak, technology, date line level below the neck line support, will test the previous low short-term support is effective, Intra-day support to see 23800 pressure 24700 near, waiting for the market to choose the direction of stabilization.
    Individual stocks:
    $腾讯控股(00700.HK)$ Tencent's fall today is completely caused by the resonance of the index, and the fundamentals have nothing to do with it, but the overall mood is weak, here to pay special attention to the 460 integer mark, if below. This upward channel trend is bad, short - term does not rule out the risk of falling below the early lows. So Tencent or continue to observe, waiting for the direction of active participation.
    $阿里巴巴-SW(09988.HK)$ Ali today kill more emotional, itself after earnings after an exodus, everybody's attitudes towards it is shaken, but ali is certainly not the stock risk, the price is not expensive, the rest of the mood to fall also small, so ali more is to fix the next emotions, emotions to repair after the shares also arose.
    $思摩尔国际(06969.HK)$ Moore's trend today is not to say, high shrinkage shock and has not been affected by the market, back to step on support can see 42, if the back step does not break 42 that this breakthrough is effective, can be bold low suction, waiting for the stock price out of the N-shaped rise structure.
    $协鑫科技(03800.HK)$ At present, gCL-POLY's share price is in a range of ups and downs. The pressure test of 3.45 above failed to break through for several times. If the test of 2.9 below fails to break through, gCL-Poly's share price can be lower, and it can make T in this range to earn the difference.
    $中芯国际(00981.HK)$ Smic is affected by weak market sentiment in the previous low consolidation repeatedly, it is important to note the price close to the box body along the support the price of 21, if below that may have accelerated decline, (the probability is small, but do not represent no) near the second pressure above 25, if the breakthrough opens a new round of rising space.
    $赣锋锂业(01772.HK)$ Early relatively strong individual stocks are now appeared different degree of adjustment, although jiangxi feng LiYe adjustment first, but generally, fundamental valuation is on the high side, so the structure whether need to continue to wait for test previous highs which shocks into the enclosure, short-term belongs to the technical level convergence condition, intraday support 135 yuan is not broken, then waiting for the direction of choice is given priority to, If it falls below 135 yuan, it will peak in the short term and accelerate the downside risk. If it stands at 160 yuan in the day, it will accelerate the rebound
    11.26 Comments: Black Friday index broke down, how to go next week?
    11.26 Comments: Black Friday index broke down, how to go next week?
    11.26 Comments: Black Friday index broke down, how to go next week?
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