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《大行报告》大摩:创科(00669.HK)供应商近期订单强劲 重申「增持」评级
阿思达克 01-08 15:37
摩根士丹利发表报告表示,重申对创科实业(00669.HK)「增持」评级及目标价125元,从去年12月以来从公司一些电动工具供应商如主要齿轮供应商钧兴(4571.TW)得知,公司销售情况良好。钧兴去年12月收入按年升110%(按月升17%),按年增速加快(去年11月及10月各升88%及63%),主要受惠创科实业旗下强劲品牌Milwaukee强劲需求所带动。

该行表示,据了解创科的部件供应商强劲订单趋势未有明显改变,相信去年下半年及2021年需求仍然强劲,客户要求加快生产及扩大产能。

大摩相信创科具稳固的执行力,可提升市场份额,料可在全球宏观经济不明朗的环境下续获市场重估。

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