创科实业:海外产能充足 贸易摩擦对收入的影响较小

国泰君安国际
07 May

我们上调评级至“买入”,并上调目标价至101.00 港元。创科实业(“公司”)目前的股价与其5 年历史平均市盈率(20 倍)相比有较大折让,市场认为贸易摩擦对公司的业务会产生冲击。我们认为公司已在其供应链中做好充分的准备来抑制和减轻这种风险。因此,我们将公司2025-2027 年收入预测分别上调至146.94 亿美元(+3.4%)/ 159.22 亿美元(+4.3%)/ 173.51 亿美元。我们...

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