RBC预计第三季度欧美建材股将逐步好转

路透中文
Oct 09
BUZZ-RBC预计第三季度欧美建材股将逐步好转

10月9日 - ** RBC预计第三季度欧洲大多数建材产品的表现将环比逐步改善,但指出美国地缘政治的不确定性将继续推高成本通胀并加剧市场波动

** RBC预计,受热浪和抵押贷款利率上升影响,欧洲销量将保持低迷;而美国住宅市场疲软以及缺乏显著的飓风季节,将推动屋顶材料企业进入去库存周期

** 该券商更看好德国的海德堡集团 HEIG.DE ——将其评级上调至“跑赢大盘”——并指出该公司在应对异常天气带来的严峻季度挑战方面,表现远优于同行

** 由于柴油和天然气价格上涨等严峻的成本逆风,RBC将美国和法国建筑公司Knife River KNF.N 以及圣戈班 SGOB.PA 的评级均从“跑赢大盘”下调至“与行业持平”

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