ARB Dropped From Ord Minnett's Conviction List -- Market Talk

Dow Jones

2025/05/23

2335 GMT - Car parts retailer ARB is dropped from Ord Minnett's analyst conviction list as profit headwinds stiffen. Analyst James Casey cites lower Australian aftermarket sales among reasons for its removal from the list, as new vehicle sales decline and independent retailers shrink the number of vehicles on their forecourts. Ord Minnett expects ARB's 2H export sales to be hit by a slowdown in new vehicle sales across Europe, particularly in the U.K., while tariffs on automotive parts are likely to affect U.S. operations. Also, ARB faces higher costs from a weaker Australian dollar against the Thai baht. Ord Minnett cuts its earnings forecasts by 5%-10% over the next three years, but retains a buy call on the stock. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 22, 2025 19:35 ET (23:35 GMT)

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Analyst James Casey cites lower Australian aftermarket sales among reasons for its removal from the list, as new vehicle sales decline and independent retailers shrink the number of vehicles on their forecourts. Ord Minnett expects ARB's 2H export sales to be hit by a slowdown in new vehicle sales across Europe, particularly in the U.K., while tariffs on automotive parts are likely to affect U.S. operations. Also, ARB faces higher costs from a weaker Australian dollar against the Thai baht. Ord Minnett cuts its earnings forecasts by 5%-10% over the next three years, but retains a buy call on the stock. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 22, 2025 19:35 ET (23:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARB Dropped From Ord Minnett's Conviction List -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARB Dropped From Ord Minnett's Conviction List -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-23 07:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2335 GMT - Car parts retailer ARB is dropped from Ord Minnett's analyst conviction list as profit headwinds stiffen. Analyst James Casey cites lower Australian aftermarket sales among reasons for its removal from the list, as new vehicle sales decline and independent retailers shrink the number of vehicles on their forecourts. Ord Minnett expects ARB's 2H export sales to be hit by a slowdown in new vehicle sales across Europe, particularly in the U.K., while tariffs on automotive parts are likely to affect U.S. operations. Also, ARB faces higher costs from a weaker Australian dollar against the Thai baht. Ord Minnett cuts its earnings forecasts by 5%-10% over the next three years, but retains a buy call on the stock. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 22, 2025 19:35 ET (23:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARB.AU","symbol_name":"ARB CORP LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2537997373","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2537997373","pubTimestamp":1747956900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2335 GMT - Car parts retailer ARB is dropped from Ord Minnett's analyst conviction list as profit headwinds stiffen. Analyst James Casey cites lower Australian aftermarket sales among reasons for its removal from the list, as new vehicle sales decline and independent retailers shrink the number of vehicles on their forecourts. Ord Minnett expects ARB's 2H export sales to be hit by a slowdown in new vehicle sales across Europe, particularly in the U.K., while tariffs on automotive parts are likely to affect U.S. operations. Also, ARB faces higher costs from a weaker Australian dollar against the Thai baht. Ord Minnett cuts its earnings forecasts by 5%-10% over the next three years, but retains a buy call on the stock. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ARB.AU":"ARB CORP LTD","ARB":"AltShares Merger Arbitrage ETF","BK7051":"机动车零配件与设备"},"translate_title":"ARB从Ord Minnett的定罪名单中删除——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARB":1,"ARB.AU":0.9},"content_text":"2335 GMT - Car parts retailer ARB is dropped from Ord Minnett's analyst conviction list as profit headwinds stiffen. Analyst James Casey cites lower Australian aftermarket sales among reasons for its removal from the list, as new vehicle sales decline and independent retailers shrink the number of vehicles on their forecourts. Ord Minnett expects ARB's 2H export sales to be hit by a slowdown in new vehicle sales across Europe, particularly in the U.K., while tariffs on automotive parts are likely to affect U.S. operations. Also, ARB faces higher costs from a weaker Australian dollar against the Thai baht. 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