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FINWIRES

バンク・オブ・アメリカは、天候による混乱で自動車販売店は第1四半期の業績が低迷する見込みだと述べている。

-- バンク・オブ・アメリカ・セキュリティーズは月曜日のレポートで、自動車販売業界は天候による混乱と車両販売の低迷により、第1四半期の業績が下方修正される見込みだと述べた。 同社によると、アスベリー・オートモーティブ（ABG）、オートネーション（AN）、グループ1オートモーティブ（GPI）、ペンスキー・オートモーティブ（PAG）、ソニック・オートモーティブ（SAH）、リシア・モーターズ（LAD）の第1四半期1株当たり利益予想は平均13%下方修正された。これは主に1月下旬から2月にかけての天候による混乱が、車両販売と部品・サービス販売の両方に影響を与えたことを反映している。 バンク・オブ・アメリカは、既存店の新車販売台数も平均5.4%減少すると予想している。これは、2025年3月末に導入される関税導入前の買いだめによる厳しい比較対象となるためだと付け加えた。 第2四半期の既存店新車販売台数は平均1.8%減と予測されており、これは関税関連価格上昇前の買いだめにより、昨年4月との比較が困難であることを反映している。回復への主なリスクとしては、イラン戦争に関連した消費者信頼感の低下と、歴史的に米国の自動車販売に影響を与えるガソリン価格の高騰が挙げられる。 同社は、AutoNationは天候による混乱の影響を店舗網が比較的受けにくいことから、決算発表に向けて引き続き有望銘柄であると付け加えた。また、自社株買いによるEPSの上振れも期待でき、販売費および一般管理費の増加を相殺する可能性がある。 バンク・オブ・アメリカは、Asbury Automotiveの目標株価を255ドルから238ドルに、Group 1 Automotiveを430ドルから390ドルに、Lithia Motorsを335ドルから320ドルに、Penske Automotiveを200ドルから185ドルにそれぞれ引き下げた。

Price: $197.68, Change: $-2.85, Percent Change: -1.42%

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