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Stifel Canada 對 FirstService 第一季業績的評價

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-- 在FirstService (FSV.TO, FSV)公佈略超預期的第一季業績後,Stifel Canada對其持略微樂觀態度。 分析師Daryl Young維持對該公司股票的「買入」評級,目標價為21.5萬美元。他表示,由於管理層專注於剝離低利潤的住宅合同,加上持續的屋頂工程逆風,第一季業績放緩已是「意料之中」的。 Young補充道,第一季通常是一年中業績最淡的季度,因此屋頂工程利潤率下滑的影響更為顯著。 「鑑於商業建築活動疲軟導致維修/更換業務競爭加劇(要知道,整個週期內約三分之二的行業需求是維修和更換),我們預計今年屋頂工程仍將拖累整體業績。然而,我們的屋頂工程調查顯示,該行業已趨於穩定(目前處於低谷水平)。」他寫道。

Price: $200.72, Change: $-3.83, Percent Change: -1.87%

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