TD Cowen在一份报告中指出,作为全球最大的卡特彼勒经销商,芬宁国际所展现的盈利能力和投资资本回报率,实际上比市场普遍预期的更为强劲且更具韧性。分析师切里琳·拉德伯恩认为,这一判断基于公司持续提升的成本效率、不断增长的产品支持收入,以及其在关键区域展现的全面增长势头。
拉德伯恩进一步强调,市场对芬宁国际的估值,尚未充分反映其在能源转型、数据中心电力需求以及加拿大基础设施投资等结构性增长主题中的深度参与和潜在机遇。基于上述积极因素,TD Cowen已将芬宁国际的目标股价从115加元上调至120加元。
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