share_log

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

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

Spirax-Sarco在暗示可能的貨幣衝擊後下跌-市場談話
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股價跌幅最大的是富時100指數(FTSE 100)，下跌5.8%，此前這家蒸汽系統集團表示，匯率可能會對其全年銷售額和利潤造成近4%的影響。加拿大皇家銀行資本市場(RBC Capital Markets)表示，截至10月份的4個月的最新數據似乎符合預期，但它強調了該公司面臨的供應鏈中斷。加拿大皇家銀行説，自去年10月初以來，該公司股價上漲了17%，並創下歷史新高，對於一位“順位”的表現者來説，這樣的股價看起來很昂貴。加拿大皇家銀行(RBC)分析師馬克·菲爾丁(Mark Fiding)表示：“在我們看來，Spirax是一項高質量的業務，但我們表現不佳的評級反映了它的絕對和相對估值，這似乎具有挑戰性。”(Philip.waller@wsj.com)

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論