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Stifel Canada维持对Lassonde Industries的“买入”评级;目标价维持在280.00加元。

-- 周五,Stifel Canada重申了对Lassonde Industries(LAS-A.TO)股票的“买入”评级,并维持280加元的目标价。此前,该公司与这家果汁和零食公司举行了投资者会议。 “我们近期与 Lassonde 公司举行了投资者会议。讨论主要集中在增长计划和投资方面。鉴于其估值偏低,我们认为 Lassonde 的价值被低估了。该公司拥有以下三个方面:(1) 近期推出的产品新形式带来的内生性收入增长机会以及在各分销渠道的进一步渗透;(2) 新泽西工厂带来的成本节约机会;(3) 并购机会。Lassonde 近期收购的 Summer Garden 公司取得了成功,整合顺利,协同效应显著。这为公司进一步收购奠定了基础。目前尚不清楚估值会持续低迷多久(低于 10 倍预期市盈率),以及什么催化剂能够帮助估值回升至接近 13 倍的历史水平。如果估值回升至历史水平,股价将达到 360 美元,较当前水平上涨超过 50%。我们认为,目前的股价为投资者提供了一个极具吸引力的入场点。”分析师 Martin Landry 写道。 (报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究报告。研究机构可通过以下链接联系我们:https://www..com/contact-us

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

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