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《大行報告》瑞銀上調創科(00669.HK)目標價至165元 評級「買入」
阿思達克 04-19 09:50
瑞銀發表的研究報告,維持對創科實業(00669.HK)看法正面,重申「買入」評級,指公司美國家庭裝修方面的零售銷售強勢持續,3月份更創新高,估計裝修意欲增加將有利DIY工具勢頭持續,加上專業工具需求提升,估計創科短期表現將強勁。此外,該行對其中、長期看法亦維持正面看法,將目標價由158元升至165元,以反映盈利預測提升。

瑞銀指出,經季節性調整美國3月份家居裝修零售銷售按年升29.4%至439億美元,是過去三年以來最高,增速較2月份的15.3%有所加快。展望第二季傳統旺季,該行料家居裝修市場勢頭將繼續有正面驚喜。

而該行的調查顯示,有63%的受訪者表示受疫情影響加強聚焦於家居,其中50%表示即使疫情後亦會繼續關注。年輕受訪者關注度亦有所增加,意味年輕一代DIY意欲提升,估計對中、長期DIY工具銷售有正面作用。此外,亦有52%受訪者表示將增加家庭方面的開支。(el/u) ~

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