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FINWIRES

RBCは、グラコの新たな事業分野と潤沢な資金が成長見通しを後押しすると述べている。

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-- RBCキャピタル・マーケッツは日曜日のレポートで、グラコ（GGG）の新たな事業セグメント構造と強固なバランスシートにより、同社は投資と株主へのキャッシュ還元に余裕を持ち、より安定した長期成長が見込まれると述べた。 5月5日に開催される投資家向け説明会で、同社は多品種少量生産方式についてより詳細な説明を行うと予想される。この方式により、スプレー塗装システムとポンプという景気循環型の製品ラインナップにもかかわらず、業界最高水準の利益率を実現している、とレポートは指摘している。 複数年にわたる成長機会としては、米国の大規模な産業・インフラプロジェクトや、電化に伴う需要増加などが挙げられる、とレポートは述べている。グラコは、売上高の5～7%のオーガニック成長率と、年間12%の利益成長率という長期目標を改めて表明すると予想される、とRBCは述べている。 6億8500万ドルの純現金ポジションは、自社株買いや買収のための柔軟性を同社にもたらすが、住宅市場の低迷は短期的な逆風となるだろう、とレポートは指摘している。 RBCはグラコ株に対し、目標株価95ドルで「アウトパフォーム」のレーティングを付与している。

Price: $80.87, Change: $-0.71, Percent Change: -0.87%

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