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《大行報告》摩通:創科(00669.HK)上半年業績展示增長願景仍可實現 評級「增持」
阿思達克 08-11 09:44
摩通發表報告指,創科(00669.HK)上半年業績表現穩健,純利按年增長10%,符合該行預期,並展示增長願景仍可實現。維持「增持」評級,目標價127元。 摩通指,管理層在業績發布會上保守地下調收入指引,預計全年收入增長為中單位數,意味著下半年收入增長將按年持平,而上半年收入增長為10%。 該行認為,此舉是在市場對美國經濟前景憂慮下,為DIY及零售業務下滑預留空間。公司仍預計旗艦品牌MILWAUKEE業務將保持20%以上的收入增長,未來幾年毛利率能每年提升50個點子。
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