3月28日,粘合剂制造和特种化学品公司富乐(H.B. Fuller)股价出现大幅下跌。截至当日13:13,富乐股价盘中大跌5.05%。
富乐股价下跌主要受到多家券商下调其目标价的影响。贝尔德将富乐的目标价从73美元下调至60美元,摩根大通则将目标价从60美元下调至50美元。贝尔德表示,由于近期经营环境存在巨大的不确定性,但认为富乐公司正在实施内部自我改善计划。贝尔德还指出,鉴于当前宏观经济的不确定性,维持对富乐的"中性"评级。
值得注意的是,贝尔德分析称,由于富乐的产品在当地生产和销售,公司面临的关税直接风险有限,但客户层面的跨境运输仍是一个不确定因素。截至本周早些时候,富乐年内累计跌幅已超过15%,显示出投资者对该公司前景的担忧。在当前宏观经济不确定性加剧的背景下,市场将继续密切关注富乐公司的业务表现和未来发展策略。
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