金吾财讯 | 创科实业（00669）绩后股价走高，暂报141.8港元，涨6.62%，成交额7.28亿港元。创科实业今年上半年录得破纪录的业绩，营业额增长5.9%至83亿美元，纯利增长17.5%至7.38亿美元。派息增两成至1.25港元，除利息及税项前盈利率较去年同期的9.1%增加86个基点，达到创纪录的9.9%。公司称，有信心在2027年或之前达成或甚至超越10.0%的内部除利息及税项前盈利（EBIT）率目标。绩后，野村研究报告指，公司收入略低于该行预期0.4%，但毛利率创纪录新高；每股盈利按年增长17.8%，较该行预期高6%。该行上调创科实业2026及27年每股盈测至0.79美元及0.92美元，维持“买入”评级，目标价由163港元上调至173港元，以反映稳健的中期业绩。此外，由于Home Depot库存水平略低，预计第三季将出现补货需求，且第四季的增长前景亦相当乐观。
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