《大行報告》瑞銀:是時候對創科(00669.HK)再審視 重申「買入」評級
瑞銀發表報告指,是時候對創科(00669.HK)再審視,在去年行業低迷減半後,創科股價自去年10月起已累積上漲40%,主要是宏觀逆風減弱。即使聯儲局或今年上半年內進一步加息,但據2018至2-19年周期顯示,美國通脹放緩或提供更多有利因素以及上行空間。
從基本面而言,該行預料創科今年DIY業務維持疲軟、品牌Milwaukee銷售表現強勁應該會推動集團今年及明年盈利分別增長7.7%和17.5%。
該行將維持創科目標價為138元,重申「買入」評級。(ca/w)
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