花旗发表报告指，家得宝(HD.US) 第三季同店销售增长跌1.3%，胜预期。公司将全年销售跌幅由3%至4%上调至2.5%，认为同店销售增长受惠于稳定天气、季节性产品和部分户外产品较受欢迎，加上与龙卷风有关的需求。
该行指，由于家得宝是创科(00669.HK) 最大的客户，料后者在第三季的营运获得良好动力，惟创科的股价最近因特朗普可能提高贸易关税而受到拖累。该行认为，这是一个良好的买入机会，因为创科在历史上表现超过了宏观经济和行业表现。该行对创科目标价为140元，评级“买入”。
花旗指，创科是其在内地工业板块的首选之一，而在特朗普贸易政策下的全球工具供应链中，更偏好创科而非泉峰控股(02285.HK) ，因为后者约90%的产量仍来自内地。(vc/w)
(港股报价延迟最少十五分钟。沽空资料截至 2024-11-13 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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