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9月27日 - ** 券商TD Cowen将家得宝 的预测价值从420美元上调至440美元,将劳氏 的预测价值从265美元上调至270美元。
** 称降息对HD和LOW等家装连锁店是利好 (link)。
** 注意到降低利率不仅有助于HD的核心业务和住房业务,还将帮助人们获得房屋净值,有利于HD面向专业建筑商和承包商等客户的更大的专业业务,该业务比LOW的压力更大
** 认为 HD 收购建筑材料供应商 SRS (link) 将有助于其继续扩大市场份额
** 注意到专业部门的数据 "仍然稳健",尽管积压水平低于去年,而 DIY 购物者访问其商店和网站的次数稳定但没有增加
** 截至本周三收盘,HD 股价在过去一年中上涨了约 14%,LOW 股价在过去一年中上涨了约 19
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