热门话题-美银在雅诗兰黛谈判结束后,因估值重启普伊格覆盖,予“买入”评级

路透中文
May 27
热门话题-美银在<a href="https://laohu8.com/S/EL">雅诗兰黛</a>谈判结束后,因估值重启普伊格覆盖,予“买入”评级

5月27日 - ** 美国银行在雅诗兰黛(EL.N)与普伊格(Puig)的合并谈判告吹后,恢复对普伊格的覆盖,并给予“买入”评级(PUIGb.MC),认为这家西班牙美妆及香水制造商目前估值颇具吸引力

** 鉴于该股较同业估值折让34%,该券商指出,若董事会寻求与另一家美妆公司合并,这一“低估值可能意味着强劲的增益机会”

** 预计在彩妆品牌Charlotte Tilbury的扩张、中国香水销售以及护肤品市场份额提升的推动下,其营收增长将跑赢高端美妆市场

** 设定17.5欧元的目标价,并表示首次资本市场日活动应能阐明未来的增长及利润率提升战略

** 补充称,在历经18个月的评级下调周期后,盈利的企稳是推动重估的关键催化剂,且投资者及市场共识已充分认识到香水超级周期的结束

** 股价上涨4.1%,领涨西班牙蓝筹股指数 .IBEX

(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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