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創科(00669.HK)彈逾半成 摩通重申「增持」評級
阿思達克 03-09 14:47
美國昨晚公布2月俗稱「小非農」ADP新增職位加快至24.2萬個,遠超市場預期增加20萬個,反映美國就業市場仍然強勁。近日遭大行削價但仍維持正面評級的藍籌出口股創科(00669.HK)終止兩連跌,今天股價重越10天線,午後高見84.5元,現報84.3元,回升5.3%,為最強藍籌,成交633萬股。 摩根大通指,雖然投資者仍繼續討論創科過去毛利率表現及今年較同業為佳指引,但繼續看到其基本面可推動股價,加上公司去年自由現金流有明顯改善。由於集團將重點放於營運資本正常化,預計此情況將於今年持續。該行下調公司未來三年盈測5%-8%,目標價略下調至128元,重申其「增持」評級。
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