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《大行报告》野村上调创科(00669.HK)目标价至156元 评级「买入」
阿思达克 03-05 10:34
野村发表研究报告,指创科(00669.HK)去年下半年表现胜预期,主因电商策略和新产品成功,下半年盈利按年增速加快至42%(上半年增长为16%),全年纯利升30%至8.01亿美元,毛利亦连续12年改善,至38.3%。

该行指,增长动力来自持续改善的美国经济、基建推行,公司有78%收入来自北美,故收入与美国GDP增长有关连,该行料今明两年美国经济增长为5.6%及4.7%,同时2万亿美元的潜在基建投资,亦有助创科增长,重申「买入」评级,目标价由112元升至156元。(ic/u) ~

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