BUZZ-TD Cowen 将亨廷顿-英格尔斯第三季度业绩下调至 "持有 "评级

Reuters
01 Nov 2024

((自动化翻译由路透提供,请见免责声明 ))

11月1日 - ** TD Cowen 将造船商亨廷顿英格尔斯 的评级从 "买入 "下调至 "持有";将目标价从 290 美元下调至 180 美元。

** 券商表示:"造船业的执行挑战将持续存在,在相当长的时期内会降低绝对利润率水平,近期没有重大催化剂可以改变这一观点。

** 新的 PT 值较该股上次收盘价下跌 2.68

** 由于海军协议的不确定性、供应链问题和劳动力短缺,哈工大国际周四下调了年度造船收入预期 (link)

** HII 周四公布的第三季度利润为每股 2.56 美元,低于去年同期的每股 3.70 美元。

** 第三季度利润也下降了 2.4%,为 27 亿美元

** 截至收盘,股价累计下跌 29

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