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Stifel CanadaはLassonde Industriesの投資判断を「買い」に据え置き、目標株価を280.00カナダドルに維持した。

-- スティフェル・カナダは金曜日、フルーツジュースとスナック菓子を取り扱うラソンド・インダストリーズ(LAS-A.TO)の株式に対する買い推奨と目標株価280.00カナダドルを改めて表明した。同社はラソンド・インダストリーズとの投資家向け説明会を開催した。 「先日、ラソンド社との投資家向け説明会を開催しました。議論の大部分は成長計画と投資に集中しました。ラソンド社の株価は低迷しており、過小評価されていると考えています。同社には、(1)最近導入した新フォーマットや様々な流通チャネルへの浸透によるオーガニックな収益成長の機会、(2)ニュージャージー工場におけるコスト削減の機会、(3)M&Aの機会があります。ラソンド社が最近買収したサマーガーデン社は、円滑な統合と健全なシナジー効果の実現により成功を収めています。これは、同社がさらなる買収を行うための信頼性を高めています。株価が予想PER10倍を下回る低迷状態がいつまで続くかは不明であり、株価が過去の水準である13倍に近づくための起爆剤となる要因は何でしょうか。過去の水準に戻る可能性は、株価が360ドルとなり、現在の水準から50%以上の上昇余地があることを意味します。現在の株価は投資家にとって魅力的なエントリーポイントであると考えています」と、アナリストのマーティン・ランドリー氏は述べています。 (は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください:https://www..com/contact-us

Price: $230.00, Change: $-0.21, Percent Change: -0.09%

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