美东时间下午1点58分——随着BRP公司稳步化解关税阻力,加拿大国家银行指出其第二季度业绩中蕴含诸多积极信号。分析师卡梅伦·多克森强调,这家休闲船艇制造商已更新业绩指引,目前预计营收及正常化息税折旧摊销前利润都将实现更优表现。他在一份研究报告中写道:“尽管指引上调很大程度上源于第二季度业绩超出预期的强劲表现,但这确实也意味着下半年业绩将优于我们此前的预估。”多克森进一步指出,尽管关税因素仍将对企业经营构成压力,但“我们对管理层持续消化关税成本影响的能力更为乐观,并认为风险天平已更倾向于上行方向。”基于这一判断,加拿大国家银行将BRP的评级从“板块表现”上调至“跑赢大盘”,同时将目标股价由98加元提升至112加元。
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