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大行評級|麥格理:予創科實業“跑贏大市”評級及目標價111港元
格隆匯 05-21 13:27
麥格理髮表研究報吿指,創科行政總裁兼執行董事Joseph Galli已遞交辭呈於昨日(20日)退休,由旗下旗艦業務Milwaukee高級總裁Steven Richman接任,市場對Galli過去18年的領導充分認可,因此擔憂短期內投資者或對管理層變動的消息作出過度反應,引發股價波動。該行強調,創科擁有豐富管理團隊,一直以來執行其發展戰略,認為集團的人才儲備被市場低估,創科在同業中表現優異的主要驅動力是其領導層的發展計劃,相信新任行政總裁有多年行業經驗,此次內部晉升將有助於確保創科的戰略發展方向、客户關係及企業文化穩定性和連續性。麥格理預期,短期的股價波動及回落,將為投資者帶來入市機會,預期集團未來的營運和發展策略不會發生任何重大改變,給予“跑贏大市”評級,目標價111港元。
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