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Stifel Canada在投資人日後將Savaria的目標股價上調至35.00美元，維持「買入」評級。

-- 週三，Stifel Canada 將 Savaria (SIS.TO) 的目標價上調 4 加元至 35 加元，並維持「買入」評級。此前，該公司參加了 Savaria 的投資者日活動。 分析師 Justin Keywood 表示：「我們對 Savaria 卓越的管理團隊充滿信心，相信他們能夠實現 16 億美元的銷售額和 20% 的 EBITDA 利潤率的新目標，近期內部人士的增持也為此提供了有力支撐。」 Savaria 的營收目標相當於 12% 的複合年增長率（7-8% 的有機成長率 12%）。這一目標處於 Keywood 先前 11 億至 13 億美元的有機成長預期上限，因為這家端到端輔助電梯供應商正持續面臨強勁的老化趨勢。 Savaria 將優先考慮收購經銷商，以擴大業務覆蓋範圍和產品分銷管道（例如，SIS 近期收購了總部位於德克薩斯州的 Baxter Residential Elevators）。此外，該公司還將專注於規模更大、更具機會性的收購，以拓展產品組合和/或填補市場空白。 Keywood 認為，歐洲業務成長取得實際進展也將是提升股票估值的關鍵，因為歐洲業務成長一直是投資人少數擔憂之一。

Price: $28.82, Change: $-0.13, Percent Change: -0.45%

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