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Spirax-Sarco Drops After Flagging Possible Currency Hit -- Market Talk

Spirax-Sarco Drops After Flagging Possible Currency Hit -- Market Talk

Spirax-Sarco在暗示可能的货币冲击后下跌-市场谈话
Dow Jones Newswires ·  2021/11/17 05:00

0950 GMT - Spirax-Sarco Engineering shares top the FTSE 100 fallers, down 5.8% after the steam-systems group said exchange rates could hit its full-year sales and profit by close to 4%. RBC Capital Markets said the update for the four months to October appeared in line with expectations, though it highlighted supply-chain disruption facing the company. With the shares up 17% since early October and at new all-time highs, they look expensive for an 'in-line' performer, RBC says. "Spirax is a high-quality business, in our view, but our underperform rating reflects its absolute and relative valuation, which appears challenging," RBC analyst Mark Fielding says. (philip.waller@wsj.com)

0950GMT-Spirax-Sarco Engineering股价跌幅最大的是富时100指数(FTSE 100)，下跌5.8%，此前这家蒸汽系统集团表示，汇率可能会对其全年销售额和利润造成近4%的影响。加拿大皇家银行资本市场(RBC Capital Markets)表示，截至10月份的4个月的最新数据似乎符合预期，但它强调了该公司面临的供应链中断。加拿大皇家银行说，自去年10月初以来，该公司股价上涨了17%，并创下历史新高，对于一位“顺位”的表现者来说，这样的股价看起来很昂贵。加拿大皇家银行(RBC)分析师马克·菲尔丁(Mark Fiding)表示：“在我们看来，Spirax是一项高质量的业务，但我们表现不佳的评级反映了它的绝对和相对估值，这似乎具有挑战性。”(Philip.waller@wsj.com)

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