瑞银基于其判断 —— 景顺具备结构性增长改善趋势,且拥有品类丰富的投资产品组合,对景顺(IVZ)开启覆盖并给予看多评级。
分析师在周二发布的研报中,首次覆盖这家资产管理公司,将其评级上调至买入,目标价 41 美元。相较于该股周二 30.36 美元的收盘价,该目标价意味着近 26% 的上涨空间。
分析师迈克尔・布朗表示,市场低估了景顺增长策略的可持续性,同时低估了这只股票的价值。市场一致预期该公司 2027 年增速为 5.1%,2028 年增速会小幅回落;而瑞银预测其未来数年能够实现 5%‑6% 的稳定增长。布朗称,公司资产布局多元,拥有旗舰 ETF 产品 QQQ、中国合资企业,并且在亚太地区业务根基扎实,为公司打造了多重 “增长引擎”。
布朗写道:“依托 ETF 业务的强劲表现,景顺完全有条件提升长期内生增长;同时可以利用多元化的地域业务布局,实现可持续增长。”
该股周三最新股价基本持平,但今年以来累计涨幅已接近 16%。
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