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《大行報告》富瑞降創科(00669.HK)評級至「持有」 關注專業客戶在美經濟環境能否保持彈性
阿思達克 01-19 10:16
富瑞發表報告指,去年12月份電動工具需求繼續全面走弱,料令創科實業(00669.HK)去年12月份銷售額按年跌27%,估計去年下半年則按年跌10%,去年12月份及去年下半年的消費者業務跌幅較原預期大。 該行指,基於去年Numerator銷量惡化,該行預料創科去年下半年、今年上半年及下半年分別按年跌3%、跌7%及升9%,意味2023年全年銷量按年升1%。該行表示,在零售層面而言,正等待庫存有更明確的去庫存跡象,並關注專業客戶能否在美國經濟衰退迫在眉睫的情況下保持彈性。 富瑞將創科目標價由109.87元下調至105.21元,並將評級由「買入」降至「持有」。(ca/w) ~
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