大行評級|花旗:予創科實業“買入”評級 為內地工業板塊首選之一
花旗發表報吿指,家得寶第三季同店銷售增長跌1.3%,勝預期。公司將全年銷售跌幅由3%至4%上調至2.5%,認為同店銷售增長受惠於穩定天氣、季節性產品和部分户外產品較受歡迎,加上與龍捲風有關的需求。
該行指,由於家得寶是創科實業最大的客户,料後者在第三季的營運獲得良好動力,惟創科的股價最近因特朗普可能提高貿易關税而受到拖累。該行認為,這是一個良好的買入機會,因為創科在歷史上表現超過了宏觀經濟和行業表現。該行對創科目標價為140港元,評級“買入”,創科是其在內地工業板塊的首選之一。
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