-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們維持「買進」評級，基於其估值（截至4月30日，該股目前的本益比較歷史平均折讓24%）以及在新興市場（印度）的成長前景和水處理業務擴張方面的佈局。同時，我們維持87美元的目標價，基於19.5倍的2027年預期市盈率，高於五年平均水平18.6倍，主要得益於銷售額/利潤率的增長和新產品的推出。 AOS公佈了令人失望的2026財年第一季業績，銷售額年減2%至9.456億美元，稀釋後每股收益下降11%至0.85美元，低於市場普遍預期的0.94美元。該季度業績受到中國市場持續疲軟、北美住宅熱水器需求下降以及天氣相關幹擾的影響。公司下調了2026財年的業績預期。然而，我們預計2027財年暫時不會受到影響。我們將2026年每股盈餘預期從4.15美元下調至3.85美元，2027年維持4.47美元的預期不變。
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Research Alert: Oil & Gas E&p: Uae Departure From Opec Should Have A Long Fuse
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