家得宝和劳氏在专业市场的大规模投资值得关注

投资观察

11/14

0913 ET - 分析师W. Andrew Carter和Hannah Branstetter认为，家得宝和劳氏在专业建筑市场的大规模收购值得更多关注。家得宝的SRS部门在其最大的终端市场——屋顶业务中的表现疲软。“我们认为，此弱点尚未得到充分理解，对于家得宝在复杂专业投资上支出了超20亿美元的并购，风险显著，因为关于业务进展的更新有限、不频繁且不一致，”分析师表示。同时，分析师指出，劳氏对基础建筑材料的初步指引可能令人失望，并且收购所带来的重大支出引发了质疑。（nicholas.miller@wsj.com）

（完）道琼斯新闻社

2025年11月14日 09:13 ET（14:13 GMT）

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

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Andrew Carter和Hannah Branstetter认为，家得宝和劳氏在专业建筑市场的大规模收购值得更多关注。家得宝的SRS部门在其最大的终端市场——屋顶业务中的表现疲软。“我们认为，此弱点尚未得到充分理解，对于家得宝在复杂专业投资上支出了超20亿美元的并购，风险显著，因为关于业务进展的更新有限、不频繁且不一致，”分析师表示。同时，分析师指出，劳氏对基础建筑材料的初步指引可能令人失望，并且收购所带来的重大支出引发了质疑。（nicholas.miller@wsj.com）</p>\n<p>（完）道琼斯新闻社</p>\n<p>2025年11月14日 09:13 ET（14:13 GMT）</p>\n<p>版权所有 © 2025 道琼斯公司</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4532","symbol_name":"文艺复兴科技持仓","start_time":0,"source_url":"","article_id":"1164739937","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1164739937","pubTimestamp":1763129735,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投资观察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"0913 ET - 分析师W. 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Andrew Carter和Hannah Branstetter认为，家得宝和劳氏在专业建筑市场的大规模收购值得更多关注。家得宝的SRS部门在其最大的终端市场——屋顶业务中的表现疲软。“我们认为，此弱点尚未得到充分理解，对于家得宝在复杂专业投资上支出了超20亿美元的并购，风险显著，因为关于业务进展的更新有限、不频繁且不一致，”分析师表示。同时，分析师指出，劳氏对基础建筑材料的初步指引可能令人失望，并且收购所带来的重大支出引发了质疑。（nicholas.miller@wsj.com）\n（完）道琼斯新闻社\n2025年11月14日 09:13 ET（14:13 GMT）\n版权所有 © 2025 道琼斯公司","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}