ARB Corp Priced for Downgrades That Aren't Coming -- Market Talk

Dow Jones

May 19, 2025

0052 GMT - Shares in ARB Corp. are priced for earnings downgrades that the Australian auto-accessory manufacturer's new bull doesn't think are coming. Barrenjoey initiates coverage of the stock with an overweight rating, telling clients in a note that ARB is a high-quality business in an attractive category. The investment bank's analysts write that it has pricing power and leverage to Australia's new car cycle, which they think is poised to rebound. Its opportunity in the U.S. is large but looks likely to take time, they add. With tariff worries recently weighing on the stock, they see risk-reward skewed to the upside. Barrenjoey places a A$37.00 target price on the stock, which is down 2.4% at A$31.66. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 18, 2025 20:52 ET (00:52 GMT)

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Barrenjoey initiates coverage of the stock with an overweight rating, telling clients in a note that ARB is a high-quality business in an attractive category. The investment bank's analysts write that it has pricing power and leverage to Australia's new car cycle, which they think is poised to rebound. Its opportunity in the U.S. is large but looks likely to take time, they add. With tariff worries recently weighing on the stock, they see risk-reward skewed to the upside. Barrenjoey places a A$37.00 target price on the stock, which is down 2.4% at A$31.66. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 18, 2025 20:52 ET (00:52 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 Corp Priced for Downgrades That Aren't Coming -- 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 Corp Priced for Downgrades That Aren't Coming -- 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\">2025-05-19 08:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0052 GMT - Shares in ARB Corp. are priced for earnings downgrades that the Australian auto-accessory manufacturer's new bull doesn't think are coming. Barrenjoey initiates coverage of the stock with an overweight rating, telling clients in a note that ARB is a high-quality business in an attractive category. The investment bank's analysts write that it has pricing power and leverage to Australia's new car cycle, which they think is poised to rebound. Its opportunity in the U.S. is large but looks likely to take time, they add. With tariff worries recently weighing on the stock, they see risk-reward skewed to the upside. Barrenjoey places a A$37.00 target price on the stock, which is down 2.4% at A$31.66. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 18, 2025 20:52 ET (00:52 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":"2536545381","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2536545381","pubTimestamp":1747615920,"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":"0052 GMT - Shares in ARB Corp. are priced for earnings downgrades that the Australian auto-accessory manufacturer's new bull doesn't think are coming. Barrenjoey initiates coverage of the stock with an overweight rating, telling clients in a note that ARB is a high-quality business in an attractive category. The investment bank's analysts write that it has pricing power and leverage to Australia's new car cycle, which they think is poised to rebound. Its opportunity in the U.S. is large but looks likely to take time, they add. With tariff worries recently weighing on the stock, they see risk-reward skewed to the upside. Barrenjoey places a A$37.00 target price on the stock, which is down 2.4% at A$31.66. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"ARB.AU":"ARB CORP LTD","ARB":"AltShares Merger Arbitrage ETF"},"translate_title":"ARB Corp为不会到来的降级定价——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARB.AU":0.9,"ARB":1},"content_text":"0052 GMT - Shares in ARB Corp. are priced for earnings downgrades that the Australian auto-accessory manufacturer's new bull doesn't think are coming. Barrenjoey initiates coverage of the stock with an overweight rating, telling clients in a note that ARB is a high-quality business in an attractive category. The investment bank's analysts write that it has pricing power and leverage to Australia's new car cycle, which they think is poised to rebound. Its opportunity in the U.S. is large but looks likely to take time, they add. With tariff worries recently weighing on the stock, they see risk-reward skewed to the upside. Barrenjoey places a A$37.00 target price on the stock, which is down 2.4% at A$31.66. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 18, 2025 20:52 ET (00:52 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}