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加拿大皇家銀行表示，KKR的融資週期預計將持續到2027年。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）表示，KKR（KKR）有望從另類資產管理產業的「K型」分化中獲益。在這一分化中，規模更大的多元化資產管理公司正在不斷擴大市場份額，而預計將持續到2027年的募資超級週期也為其提供了支撐。 管理層表示，宏觀經濟波動可能導致其每股7美元的業績指引難以實現，尤其是在退出交易延遲的情況下。然而，RBC在周二的一份報告中指出，其預期和市場共識已反映出本季初每股約6美元的較低基準，有助於積極調整市場預期。 該公司表示，KKR正受益於由長期趨勢驅動的募資超級週期，即有限合夥人正在整合與少數普通合夥人的關係。這種動態正在強化有利於大型多元化另類資產管理公司的「K型」產業結構。 RBC也重點介紹了KKR投資組合公司的員工持股計劃，並指出CoolIT的出售取得了顯著成果，其退出倍數高達15倍。該公司表示，該計劃目前已在旗下85家投資組合公司實施，有效提高了員工留任率，促進了營收成長，並擴大了利潤率。 該公司維持對KKR的「跑贏大盤」評級，並將目標股價從132美元下調至128美元。

Price: $101.08, Change: $-0.92, Percent Change: -0.91%

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