BUZZ-KBC下调Syensqo评级,称财报后信心待重建

路透中文
Mar 02
BUZZ-KBC下调Syensqo评级,称财报后信心待重建

3月2日 - ** KBC Securities将比利时特种化学品公司Syensqo SYENS.BR的评级从 "买入 "下调至 "增持",原因是该公司26财年的盈利前景令人失望。

** 该券商指出,26财年基本息税折旧摊销前利润(EBITDA)指导 (link) 为11亿欧元(合12.9亿美元),比预测低15%,促使KBC将其2026-2028年的预期下调了高达16%。

** KBC表示,“在26财年前景令人失望之后,需要一些时间来重建信心”,并将其PT下调逾22%至每股70欧元。

** 该经纪商称,疲软的前景归因于激烈的竞争、特种聚合物等关键部门的定价压力以及约4,000万欧元的负面外汇影响。

** KBC补充说,复合材料部门是一个亮点,随着其大客户波音公司BA.N的问题逐步得到解决,该部门有望恢复增长。

** 业绩公布后,上周 Syensqo 股价下跌了约 38% (link)

** 在19位研究Syensqo的分析师中,12位将该股评为 "强烈买入"/"买入",7位评为 "持有"--LSEG数据

(1 美元 = 0.8524 欧元)

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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