《大行》汇丰研究降创科(00669.HK)目标价至120元 料关税令毛利率降10至19点子

阿斯达克财经
13 Feb

汇丰研究发表报告,创科(00669.HK) 认为美国关税影响不大。美国加征关税暂时已落实,包括对中国征收10%额外关税 (自2月4日起生效),以及对墨西哥及加拿大征收25%关税(生效日期延迟一个月)。创科实业于2月6日发布公告,表示估计今年的业绩将不会受到重大影响。该行预计关税将令创科毛利率下降10至19点子,但被更好的产品组合所抵销。

汇丰研究维持该股“买入”评级,2025年目标市盈率维持20.9倍。由于利润率预测较低,略为调低每股盈利预测,因此将目标价由123元调低至120元。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-12 16:25。)

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