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《大行報告》花旗升創科(00669.HK)目標價至118元 美國減息料可獲重評
花旗發表報告指,美聯儲暗示2024年會減息三次,將令創科(00669.HK)價值重估,因為在較低的借貸成本支持下,可能會有更多的2B(對企業客戶)資本支出活動,令旗下品牌Milwaukee受惠。由於美國房地產市場前景改善和利率下調,DIY工具的2C(對消費者)資本支出可能增加,令旗下品牌Ryobi受惠。而因存貨機會成本降低和消費前景改善,美國零售商可能會在明年作更多補貨。 花旗微調創科2024至2025財年盈利預測,並將目標價由108元升至118元,評級「買入」,並保留該股為中國工業股首選。
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