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《大行》花旗料創科實業(00669.HK)中期盈利增長17% 重申「買入」評級
阿思達克 08-04 14:20
花旗發表研究報告指,創科實業(00669.HK)同業史丹利百得(SWK.US)的第二季業績略遜預期,但受惠於中國關稅稅率從145%降至30%,仍能將今年經調整每股盈利指引從4.5美元上調至4.65美元。 史丹利百得透露有計劃明年底前將中國產能佔比從目前的15%降至5%以下,花旗相信,同業創科實業將產能轉移至越南及墨西哥的計劃預期會實行得更早,有望從中加快搶佔市場份額。創科將於明日(5日)公佈上半年業績,花旗預計其中期收入及淨利潤將分別增長8%及17%,預料表現較史丹利百得優勝。 花旗又指,若創科實業的股價因同業業績疲軟而出現回調,將爲投資者提供更好入市機會,重申「買入」評級。
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