《大行報告》高盛升創科(00669.HK)評級至「買入」 下調目標價至113.5元
高盛發表報告將創科實業(00669.HK)評級由「中性」升至「買入」,但目標價由146.3降至113.5元。同時將2022年每股盈利預測下調2%,2023年至2025年下調16%。
高盛相信創科早期對消費品類產品採取的去庫存措施、費用控制和有紀律的資本支出將有助防止盈利急劇下降,加上強勁的資產負債表,都有助公司度過艱難的宏觀經濟環境。中期而言,該行仍然相信,在市場領導地位和產品創新的支持下,創科的無線產品的滲透率將進一步提升,料2023年盈利增長為7%,2024年至2025年的盈利將升至21%。
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