热门话题-券商观点:住房市场出现裂痕,但劳氏的策略并未动摇

路透中文
May 21
热门话题-券商观点:住房市场出现裂痕,但<a href="https://laohu8.com/S/LOW">劳氏</a>的策略并未动摇

5月21日 - ** 家居装修公司劳氏(Lowe's) LOW.N 紧随其主要竞争对手家得宝(Home Depot) HD.N 之后,也发出了美国房地产市场低迷带来的经营压力信号 (link)

** 36位分析师对LOW的平均评级为“买入”;目标价中位数为275美元——LSEG汇编数据

谁说放缓就意味着停滞?

** 摩根大通(评级“增持”,目标价:279美元)表示,劳氏旨在在消费和利率风险背景下降低市场预期,可能在第二季度将全年同店销售增长指引设定在区间下限

** 杰富瑞(“买入”,目标价:278美元)表示,劳氏已证明其扩大市场份额的能力,且仍处于有利地位,能够应对逆风并实现其目标

** 派杰(Piper Sandler)(“增持”,目标价:276美元)表示,尽管行业整体疲软,但受季节性需求及关键举措持续强劲推动,劳氏已连续四个季度实现同店销售额正增长

** 晨星(公允价值:250美元)指出,LOW的大部分增长来自收购(Artisan Design Group和Foundation Building Materials)以及与专业客户关系的加强

(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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