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大行評級|大摩:上調創科實業目標價至116港元 維持“增持”評級
格隆匯 05-22 13:50

大摩發表報吿指,創科實業似乎有望迎來多年的盈利上升週期,因為供應鏈方面顯示電動工具行業見經見底。報吿指,最近對供應鏈的檢查表明,創科今年首四個月向一些供應商發出的訂單,按價值計算,已超過2021年首四個月訂單10至15%,顯示公司最近銷售去化穩固,需要零部件庫存,亦或者是公司對下半年業務前景看好,因此正在為需求進一步上升做準備。

大摩指,上升週期將推動進一步的估值重評,對創科目標價由108港元上調至116港元,反映上調盈利預測,並維持“增持”評級。該行預計,創科今年盈利增長20%,明年盈利料進一步增長22%。

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