券商观点:家得宝的前景就像组装式家具一样逐渐清晰

路透中文
Aug 19
BUZZ-券商观点:<a href="https://laohu8.com/S/HD">家得宝</a>的前景就像组装式家具一样逐渐清晰

8月19日 - ** 家得宝(HD.N)周二公布的第二季度销售额和利润数据超出华尔街预期 (link),这是因为维修和保养项目需求的稳定,抵消了包括厨房翻新在内的大型家居装修项目支出疲软的影响

** 覆盖该股的38家券商给出的目标价中位数为378美元——数据由LSEG汇编

复苏势头渐显

** 摩根士丹利(评级为“超配”,目标价:400美元) 表示,品类广度、零售销售及其他数据均表明家居装修需求正开始好转;尽管尚未出现明确的转折点,但HD的上行潜力依然完好

** Telsey Advisory Group(“跑赢大盘”,目标价:410美元) 表示,HD的财年指引似乎可实现,且其对今年剩余时间家居装修市场保持稳定的假设仍然合理

** 杰富瑞(Jefferies)(“买入”,目标价:398 美元) 认为,基数效应及更趋常态的暴风雨活动有望支撑未来业绩

** 晨星(公允价值:325美元) 表示,尽管面临通胀压力、经济不确定性以及向分销销售模式日益转变的趋势,但正在推进的举措有望在长期内帮助将营业利润率恢复至疫情前水平

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10