《大行》瑞銀:美越達成貿易協議 或令創科實業(00669.HK)在美市佔上升
瑞銀發表研究報告指,美國總統特朗普在社交媒體發文指,美方與越南已達成貿易協議,主要內容包括對越南貨品徵收20%關稅,以及對經由越南轉運的貨品徵收40%關稅。
該行認為,雖然創科實業(00669.HK)在美國逾50%的銷售額需由越南產能供應,但相信創科實業可透過多項措施以應付成本上升。中長期而言,該行認為此輪關稅對創科實業而言是機遇而非風險,由於中國的電動工具關稅可能較越南高,部分小型出口商或會因成本劣勢而被擠出市場。鑑於創科實業的全球產能分配,預期將可將搶佔市場份額。
瑞銀維持對創科「買入」評級及目標價120元。
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