《大行报告》瑞银上调创科(00669.HK)目标价至165元 评级「买入」
瑞银发表的研究报告,维持对创科实业(00669.HK)看法正面,重申「买入」评级,指公司美国家庭装修方面的零售销售强势持续,3月份更创新高,估计装修意欲增加将有利DIY工具势头持续,加上专业工具需求提升,估计创科短期表现将强劲。此外,该行对其中、长期看法亦维持正面看法,将目标价由158元升至165元,以反映盈利预测提升。
瑞银指出,经季节性调整美国3月份家居装修零售销售按年升29.4%至439亿美元,是过去三年以来最高,增速较2月份的15.3%有所加快。展望第二季传统旺季,该行料家居装修市场势头将继续有正面惊喜。
而该行的调查显示,有63%的受访者表示受疫情影响加强聚焦於家居,其中50%表示即使疫情後亦会继续关注。年轻受访者关注度亦有所增加,意味年轻一代DIY意欲提升,估计对中、长期DIY工具销售有正面作用。此外,亦有52%受访者表示将增加家庭方面的开支。(el/u) ~
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