BUZZ-TD Cowen 将 Blackstone 的评级上调至 "买入 "后,Blackstone 上涨

Reuters
09 Dec 2024

((自动化翻译由路透提供,请见免责声明 ))

12月9日 - ** 另类资产管理公司 Blackstone 股价盘前上涨~1% 至 188.81 美元

** 券商 TD Cowen 将股票评级从 "持有 "上调至 "买入",认为受益于更多的散户投资者、保险外包以及不断增长的实物资产需求

** 称 Blackstone Real Estate Income Trust(BREIT) 和 Blackstone Private Equity Strategies Fund(BXPE) 正在推动更多的零售投资

** 还表示,房地产和私募股权投资的变现能力将有所提高,同时与费用相关的收益$(FRE.AU)$ 在 2024 年保持不变后,利润率将有所 扩大;将目标价从 149 美元上调至 230 美元

** 称投资者可将 BX 的估值方法 从 "部分总和"(Sum-of-the-Parts)(SOTP) 转变为 "市盈率/可分配利润"(Price/Distributable Earnings)(P/DE),从而使其与标准普尔 500 指数(S&P 500)的市盈率(PEG)("市盈率/增长率"(Price/Earnings to Growth))。

**24 家券商中有 9 家将该股评为 "买入 "或更高评级,14 家为 "持有",1 家为 "卖出";PT 中值为 169 美元

** 截至上周五收盘,该股今年累计上涨约 43

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