《大行報告》大和上調創科(00669.HK)目標價至120元 評級「買入」
大和發表研究報告指,對創科實業(00669.HK)旗下品牌Milwaukee的長期前景愈來愈樂觀,惟料近期以消費者為中心的品牌將繼續拖累短期收入。該行並上調對其估值基礎,由預先預測2023年經修訂每股盈利20倍上調至24倍(亦屬過去三年均值),重申予創科「買入」評級,將目標價由110元上調至120元。報告籲長線投資者現時收集股票,並維持行業首選。
該行表示,由於下調了Ryobi和地板護理品牌的近期收入增長假設,並反映外匯逆風,將集團2022至2024年的每股盈測下調5到8%。
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