ARB Bull Looks Beyond Soft New Car Sales Report

Dow Jones

09/07

2254 GMT - ARB's bull at Ord Minnett looks beyond the latest snapshot of new car sales in Australia, which featured a faster decline in the 4x4 parts retailer's key vehicles. New vehicle sales rose by 0.4% in August compared to a year ago. The rise was underpinned by record sales of electric vehicles. Analyst James Casey notes that most models relevant to ARB stayed weak. Toyota HiLux sales were broadly flat, while Ford Ranger sales fell by 51%. "That said, supply of Toyota vehicles appears to be improving with exports to Oceania increasing, consistent with management's expectations of improved supply in 2H 2026," Ord Minnett says. It expects ARB's earnings to grow in FY27, helped by the improved supply, strong gross profit margins and continued offshore expansion.

应版权方要求，你需要登录查看该内容

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。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2665741367"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2665741367\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2665741367?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-09-07 06:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2665741367","market":"us","top_or_hot":-1,"title":"ARB Bull Looks Beyond Soft New Car Sales Report","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>2254 GMT - ARB's bull at Ord Minnett looks beyond the latest snapshot of new car sales in Australia, which featured a faster decline in the 4x4 parts retailer's key vehicles. New vehicle sales rose by 0.4% in August compared to a year ago. The rise was underpinned by record sales of electric vehicles. Analyst James Casey notes that most models relevant to ARB stayed weak. Toyota HiLux sales were broadly flat, while Ford Ranger sales fell by 51%. \"That said, supply of Toyota vehicles appears to be improving with exports to Oceania increasing, consistent with management's expectations of improved supply in 2H 2026,\" Ord Minnett says. It expects ARB's earnings to grow in FY27, helped by the improved supply, strong gross profit margins and continued offshore expansion.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\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 Bull Looks Beyond Soft New Car Sales Report</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 Bull Looks Beyond Soft New Car Sales Report\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\">2026-09-07 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>2254 GMT - ARB's bull at Ord Minnett looks beyond the latest snapshot of new car sales in Australia, which featured a faster decline in the 4x4 parts retailer's key vehicles. New vehicle sales rose by 0.4% in August compared to a year ago. The rise was underpinned by record sales of electric vehicles. Analyst James Casey notes that most models relevant to ARB stayed weak. Toyota HiLux sales were broadly flat, while Ford Ranger sales fell by 51%. \"That said, supply of Toyota vehicles appears to be improving with exports to Oceania increasing, consistent with management's expectations of improved supply in 2H 2026,\" Ord Minnett says. It expects ARB's earnings to grow in FY27, helped by the improved supply, strong gross profit margins and continued offshore expansion.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4555","symbol_name":"新能源车","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2665741367","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2665741367","pubTimestamp":1788735240,"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":"2254 GMT - ARB's bull at Ord Minnett looks beyond the latest snapshot of new car sales in Australia, which featured a faster decline in the 4x4 parts retailer's key vehicles. New vehicle sales rose by 0.4% in August compared to a year ago. The rise was underpinned by record sales of electric vehicles. Analyst James Casey notes that most models relevant to ARB stayed weak. Toyota HiLux sales were broadly flat, while Ford Ranger sales fell by 51%. \"That said, supply of Toyota vehicles appears to be improving with exports to Oceania increasing, consistent with management's expectations of improved supply in 2H 2026,\" Ord Minnett says. It expects ARB's earnings to grow in FY27, helped by the improved supply, strong gross profit margins and continued offshore expansion.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4555":"新能源车","03160":"华夏日股对冲","BK4604":"机器人概念","TM":"丰田汽车","BK4099":"汽车制造商","BK7051":"机动车零配件与设备","BK4588":"碎股","BK4585":"ETF&股票定投概念","ARB.AU":"ARB CORP LTD"},"translate_title":"ARB Bull 着眼于疲软的新车销售报告","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TM":0.74,"ARB.AU":0.9,"03160":0.6},"content_text":"2254 GMT - ARB's bull at Ord Minnett looks beyond the latest snapshot of new car sales in Australia, which featured a faster decline in the 4x4 parts retailer's key vehicles. New vehicle sales rose by 0.4% in August compared to a year ago. The rise was underpinned by record sales of electric vehicles. Analyst James Casey notes that most models relevant to ARB stayed weak. Toyota HiLux sales were broadly flat, while Ford Ranger sales fell by 51%. \"That said, supply of Toyota vehicles appears to be improving with exports to Oceania increasing, consistent with management's expectations of improved supply in 2H 2026,\" Ord Minnett says. It expects ARB's earnings to grow in FY27, helped by the improved supply, strong gross profit margins and continued offshore expansion.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}