智通财经APP获悉，花旗发布研究报告称，维持创科实业(00669)“买入”评级，目标价140港元。
公司主要客户“家得宝”2024财年第三季业绩反映，同店销售(SSSG)减少1.3%，好于市场预期减少2-2.5%，也好于第二季度减3.3%。家得宝上调2024财年销售指引，即减少2.5%，此前的指引为减少3-4%。SSSG好于预期，受惠于天气正常化、季节性商品、户外项目和飓风相关产品的需求的更好参与。
该行表示，鉴于家得宝是创科最大客户，预计创科第三季势头良好。不过当前股价受地缘政治因素拖累。该行认为这是一个很好的买入机会。创科也是该行的中国工业股首选之一。该行更偏好创科而非泉峰控股(02285)。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.