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瑞銀:維持創科實業(0669.HK)130港元目標價 評級買入
格隆匯 01-19 17:26

瑞銀髮表研究報吿指出,該行的調查數據顯示,美國家居裝修意欲創紀錄新高,相信自去年上半年興起的DIY熱潮將可持續下去,加上專業及工業電動工具需求恢復,預計創科實業(0669.HK)去年下半年及今年度的盈利將有驚喜,維持該公司目標價為130港元,評級仍是買入。

瑞銀報吿指出,長遠而言,美國基建刺激方案和能源設備市場起飛,將對創科實業有利。

瑞銀在美國市場進行的調查顯示,約67%受訪者計劃在未來3個月進行家居裝條,為2014年11月開始相關調查以來新高,而平均預算開支約7216美元,按年上升31%,又比土去年10月調查時增加20%。另有41%受訪者表明,即使新冠疫苗廣泛被應用後,仍會提高家居裝修支出,更有約27%受訪者表示,願意減少其他開支,以支持家居裝修費。

瑞銀又認為美國極有可能推出大型基建刺激方案,這將大大提振創科實業的業務。

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