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野村:創科實業(0669.HK)中期業績勝預期 升目標價至112港元
格隆匯 08-14 13:09

野村發表研究報告指,儘管新型冠狀病毒肺炎疫情帶來一定程度的不利影響,但創科實業(0669.HK)上半年盈利仍按年增長16%,高過市場預期。該行將創科實業目標價由原來的75港元升至112港元,評級維持買入。

野村表示,集團的上半年業績表現強勁,主要由於市民在家防疫,推動了DIY及地板護理業務的需求,加上新產品的發佈,以及其龐大的市場份額推動了銷售的持續增長。

該行將集團今年的盈利預測提高3%,明年的盈利預測提高14%,而2022年則提高29%,又指上調集團的目標價,以反映集團在疫情下,更好的品牌形象,以及在生產規劃等幫助下,有望實現長期的增長。同時該行亦認為,2021年美國宏觀經濟復甦,將會推動公司的北美業務。

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