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《大行報告》大摩料創科(00669.HK)短期有支持 同業今年收入展望佳顯需求正面
阿思達克 02-04 14:29
摩根士丹利發表報告,指電子工具製造商2022年的需求前景似乎樂觀,但受嚴峻的物流和零部件短缺的影響,值得關注能否及時供應滿足需求。該行維持對創科實業(00669.HK)「增持」評級,目標價183元。 該行認爲,監於創科同行SWK及Makita對收入前景有積極看法,創科過去三個月股價出現調整,短期股價有上升動力,然而成本通脹對創科2021財下半年業績和前景的影響,以及上半年整體庫存消化的進展,將是需要觀察的關鍵因素。 大摩表示,其供應鏈考查顯示,創科可能在2021年底開始放緩增加庫存,而同行仍在積極增加,因此工具製造商預計的積極需求前景,能否消化目前全面升高的庫存,對整個行業的健康狀況至關重要。
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