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加拿大皇家银行表示,尽管科蒂估值较低,但仍需证明其业绩好转。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)周一在一份报告中指出,科蒂(Coty,股票代码:COTY)的新战略取得更清晰的成效之前,可能仍将面临投资者的压力。不过,香水需求趋于稳定、谨慎的业绩指引、较低的杠杆率以及较低的估值,或许会在短期内支撑其股价。 该投资公司表示,科蒂第三财季的业绩可能表现平平,预计业绩将基本符合公司此前保守的预期范围。由于其扭亏为盈计划仍在制定中,且整体经营环境依然不稳定,预计公司在第四财季的业绩指引方面仍将保持谨慎。 加拿大皇家银行表示,投资者将关注临时首席执行官马库斯·斯特罗贝尔(Markus Strobel)的战略,包括将更多资源投入到规模更大的品牌、重点市场以及具有更强增长潜力的项目。 报告指出,其他美容和奢侈品公司释放出的信号喜忧参半,但香水仍然是表现最强劲的品类,全球美容需求依然保持韧性。 RBC维持对Coty的“跑赢大盘”评级和8美元的目标价,称与同行相比,Coty的股票看起来被低估了,但补充说,投资者可能需要更多进展的证据才能改善市场情绪。

Price: $2.47, Change: $-0.01, Percent Change: -0.20%

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