创科(00669.HK)中止四连升急吐6.5% 曾考验百天线
全年多赚11%末季股息年增16%大行普遍升目标价的创科实业(00669.HK)连涨四天後,今天股价跟随道指(急吐3.6%)及港股(急吐647点或2.4%)一举跌破50天、10天及20天线(65.6-67.4元),午後低见62.8元(刚为百天线)喘定,现造63.1元,急吐6.5%,为最伤蓝筹,成交急增至800万股,涉资5.27亿元。创科去年纯利按年增长逾11%至6.15亿美元,每股盈利33.67美仙,末期股息按年增加16%至58港仙。期内,营收按年升逾9%至76.67亿美元;毛利按年10.6%至28.93亿美元,毛利率按年升0.5个百分点至37.7%。美银绩後上调创科目标价15%至67.3元,以反映业绩符预期及估值合理;摩通及花旗指创科去年盈利略逊预期,但整体增长仍然稳健,加上派息增幅超预期,前者将科创目标价上调6.8%至78元,後者下调目标价4.4%至86元,以反映降今明两年盈测4%-6%。大和则指,电动工具经销商创科业务或可於新冠肺炎疫情肆虐期间保持韧性,因为旗下电动工具收入料将受到旗舰品牌Milwaukee(料今年增长20%)提振,加上新冠疫情推动地毯清洗机需求上升,可能令该公司地板护理部门受益,故该行上调创科目标价23%至80元,重申「买入」评级。
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