《大行報告》摩通:家得寶(HD.US)次季業績勝預期 照亮創科(00669.HK)增長可見度
摩根大通發表報告指,創科實業(00669.HK)主要合作夥伴家得寶(HD.US)今年第二季業績穩健兼優於預期,並重申其今年的指引。該行相信家得寶的表現,可照亮創科增長的可見度。
該行表示,家得寶對市場的部分看法,能夠對創科有正面解讀,包括對專業產品的強勁需求並未受到憂慮經濟衰退影響,部分甚至轉向更高價值和更大的產品;且自7月中開始,DIY需求亦有所回升,美國消費者結束假期並重新參與家居裝修項目。
摩通維持對創科實業股份「增持」評級,目標價127元。
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