BRP关税成本冲击或好于预期——市场评论

投资观察
May 28

BRP公司正面临严峻的关税逆风,但加拿大丰业银行的分析师Jonathan Goldman认为,其严重程度可能低于最初的担忧。这位分析师指出,公司修正后的每股收益指引中值为3.25加元,而此前指引为6.00加元,这暗示关税冲击小于预期,情况“比公司最初估计的、在采取任何缓解措施前高达5亿加元的额外关税成本要好”。

Goldman表示,BRP第一季度的业绩超出预期,其息税折旧摊销前利润比市场普遍预期高出23%,这也有助于吸收部分关税影响,并为投资者提供了更清晰的公司前景展望。

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