《大行報告》花旗:創科(00669.HK)短期股價受客戶家得寶前景淡靜拖累 惟或屬買入機會
花旗發表報告指,家得寶(HD.US)預期今年「改善家居市場」或會呈低單位數收縮,不過受惠於市佔增加,家得寶指引今年銷售增長或持平,而此應會支持創科(00669.HK)有更快的增長步伐,並指引今年收入有中至高單位數增長。
該行提到,其客戶家得寶今年的前景展望淡靜,預料創科的股價短期會受壓,但認為或是買入創科股份的機會,因公司基本面良好,包括美國房屋短缺100萬至300萬間、老舊房屋需要維修保養、電動化趨勢,及電動工具需求增長穩定。
花旗維持創科股份「買入」評級及目標價133元。
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