BUZZ-戴维森将 Vulcan Materials 的评级下调至 "中性 "后,该公司股价下跌

路透中文
Jan 14
BUZZ-戴维森将 Vulcan Materials 的评级下调至 "中性 "后,该公司股价下跌

1月14日 - ** 建筑用品公司Vulcan Materials VMC.N股价盘前下跌1.7%至306美元左右

** DA Davidson将其股票评级从 "买入 "下调至 "中性";维持330美元的目标价不变

** 称基础设施需求增长放缓、运输资金即将发生变化以及私人市场出现疲软迹象可能在未来几天对VMC构成压力

** 认为VMC的定价能力使其成为良好的通胀对冲工具,但随着通胀放缓和建筑市场放缓,上行空间有限

** 还将同行马丁玛丽埃塔材料公司MLM.N的评级从 "买入 "下调至 "中性";目标价维持在690美元不变

** MLM的估值反映了过去的涨幅,由于融资放缓、定价放缓和收购整合,近期上涨空间有限--DA Davidson

** 24 家券商中有 16 家将 Vulcan Materials 评为 "买入 "或更高评级,8 家为 "持有";目标价中值为 327 美元--数据由 LSEG 编制

** 2025年VMC上涨10.9%

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