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《大行報告》花旗升Lowe's(LOW.US)目標價至236美元 評級「中性」
阿思達克 02-21 09:34
花旗發表研究報告指,對美國家居裝飾用品零售商勞氏Lowe's(LOW.US)第四季同店銷售預測略低於市場預期,料第四季每股盈利為1.66美元,而市場預測為1.67美元。該行預計1月是最具挑戰性的月份,料第四季營運利潤率為9%,按年減52個基點,這是由於集團毛利率下降30個基點和適度的營運開支去槓桿化。 該行將2024財年的每股盈測調整至12.34美元。鑑於同店銷售表現落後及利潤率恢復時間存在不確定性,維持集團「中性」評級,目標價由199美元上調至236美元。
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