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港股异动丨创科实业(0669.HK)跌近4% 花旗降其目标价
格隆汇 05-04 14:49
格隆汇5月4日丨创科实业(0669.HK)跌近4%,报56.75港元,总市值1038.7亿港元。花旗发表最新报告指出,创科的直接竞争对手史丹利百得(Stanley Black & Decker)上季收入与每股盈利跌6%及15%,对比创科同季表现较差,同时史丹利百得称,受新冠肺炎疫情影响,估计全年收入会跌15至30%。不过,花旗相信史丹利百得业绩指引难以套入创科上,因创科推多个新产品令赢取更大市占率,同时集团在手机及航空业务占比较细,加上创科主打B2C市场,而史丹利百得则以B2B业务为主,并估计创科DIY工具占整体销售达55%。不过,基于业务最新发展,故削创科2020至2021年盈利预测11%、6%和7%,每股盈利分别为34、42及49美仙,目标价也由86港元降到75港元,维持“买入”评级,折合23倍预期明年市盈率。其它出口股也表现疲软,申洲国际(2313.HK)跌4.21%,敏华(1999.HK)跌6.26%,德昌电机(0179.HK)跌3.36%。

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