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加拿大皇家银行称,雷诺兹消费品公司面临铝成本压力。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)周一发布的一份报告指出,由于铝价上涨和更广泛的大宗商品成本压力,雷诺兹消费品公司(Reynolds Consumer Products,股票代码:REYN)的前景受到抑制,该公司目前仍持观望态度。 分析师指出,消费逆风影响了该公司各品类的需求,如果中东冲突导致通胀上升,情况可能会进一步恶化。不过,分析师也注意到消费趋势有所改善。 该公司第一季度业绩可能符合预期,这得益于近期令人鼓舞的业绩表现。然而,主要生产投入品(主要是铝)的通胀可能会对利润率构成压力。 雷诺兹消费品公司将于周三公布第一季度业绩。 据该券商称,渠道调查显示,随着促销和价格调整力度的加大,该公司在垃圾袋领域的市场份额正在增长。该投资公司表示,迄今为止,铝箔价格的需求弹性有限。 加拿大皇家银行指出,雷诺兹消费品公司主要涉及工业和能源大宗商品(主要是铝),并且依赖第三方铁路和公路运输网络,因此容易受到货运和物流劳动力成本波动的影响。 该券商给予该股票“与行业持平”的评级,目标价为每股 24 美元。

Price: $20.82, Change: $+0.05, Percent Change: +0.22%

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