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《大行報告》大和:Jehoshaphat Research高度誇大創科(00669.HK)自家銷售渠道DTFO重要性 估計銷售貢獻僅佔整體約1%
阿思達克 06-07 09:34
大和發表研究報告指,沽空機構Jehoshaphat Research最新發布了第二份有關創科實業(00669.HK)的賣空報告,這次是質疑集團是否「有系統地欺詐」其最大的客戶Home Depot。不過,該行認為,Jehoshaphat的主要論點仍有很多不足之處,相信相關子公司DTFO被高度誇大其重要性。而且,與Jehoshaphat的說法相反,該行估計其銷售貢獻僅佔集團整體約1%。更重要的是,該行認為,這份沽空報告對創科及Home Depot長期牢固的關係並無影響。 該行未有改變對集團的預測,重申「買入」評級及目標價120元。
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