《大行報告》摩通上調創科(00669.HK)目標價至222元 評級「增持」
摩通發表報告,指與創科(00669.HK)管理層在2021年全球TMT峰會上會面後,提高了對創科的預測,將目標價由192元上調至222元,評級「增持」。
摩通指,雖然成本上漲導致創科盈利未達預期,但仍看好公司表現,原因包括管理層有信心在今年下半年以及未來幾年保持每年提升毛利率50個基點。而創科在無線充電產品的技術領先優勢將推動市場份額增長,並擴大市場規模(中期潛在規模可望達到2,000億美元),加上創科競爭對手Stanley Black and Decker (SWK.US)對DIY業務前景提供了十分積極的展望,料銷售勢頭應持續到2022至2023年。
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