创科实业早盘持续走高,股价上涨3.29%,现报86.25港元,成交额1.78亿港元。
国泰君安国际发布研报指出,创科实业目前的股价与其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。该行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。
该行表示,鉴于公司首席执行官Steve Richman表示,公司的全球工厂布局比任何竞争对手都更有优势。可以估计,公司电动工具的总成本增加幅度将低于其主要竞争对手,从而使公司获得市场份额。因此,该行将公司北美业务销售额预测上调至116.2 亿美元(+7.9%)/124.2 亿美元(+ 9.5%)/ 133.7 亿美元,占据了大部分的盈利上调。
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