花旗和杰富瑞对澳大利亚科尔斯持乐观态度,因伍尔沃思的迪士尼营销活动带来的影响已有所缓解

路透中文
Aug 26
BUZZ-<a href="https://laohu8.com/S/C">花旗</a>和<a href="https://laohu8.com/S/JEF">杰富瑞</a>对澳大利亚科尔斯持乐观态度,因伍尔沃思的<a href="https://laohu8.com/S/DIS">迪士尼</a>营销活动带来的影响已有所缓解

8月25日 - ** 花旗分析师预计,科尔斯(Coles) COL.AX 用于资本管理的可用盈余资本约为15亿澳元(10.8亿美元)

** 该券商将澳大利亚第二大食品零售商评级从“买入”下调至“中性”,称“利好消息已基本反映在股价中”

** 花旗将该股目标价从每股23.00澳元上调至每股24.00澳元

** 券商表示,管理层在财报电话会议上的发言表明,盈余资本将返还给股东

** 杰富瑞(Jefferies)也继续看好科尔斯,认为其将受益于包装食品通胀及餐饮业务向零售端的转移

** 两家券商均对以下事实持乐观态度:伍尔沃思(Woolworths) WOW.AX 的“Ooshies”计划对科尔斯(Coles)的影响并未如预期般严重

** 科尔斯周二 (link) 公布,截至6月28日的财年核心净利润为12.6亿澳元

** 截至上一交易日收盘,该股年内累计上涨10.8%

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