大行评级丨瑞银:下调创科实业目标价至120港元 下调2025至27年盈利预测

金融界
23 May

瑞银研究报告指,创科实业旗下两大客户家得宝及劳氏公司今年首季的销售都录得按年下跌,主要因DIY业务承压。虽然两间公司都重申原有指引,预期收入及销售可录得正增长,但该行认为不可以忽视美关税增加令需求下滑的潜在风险,而创科实业目前有多过40%的美国电力用品是来自中国。 展望将来,该行对创科实业仍持有非常正面态度,相信是次关税政策可能是潜在的机会,让其市场份额加速增长。该行将创科2025、2026及...

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