Janus Henderson Group's lower P/E ratio is due to its forecasted growth being less than the wider market. Investors' belief in limited earnings improvement could curb share price growth.
Janus Henderson leans towards credit, predicting further spread tightening if the 'soft landing' narrative persists. The firm is drawn to high-grade firms for their blend of credit spreads and interest rate sensitivity. Despite financial health uncertainties, the backdrop improves with the soft landing and friendlier central banks.
The market's valuation of the company doesn't align with its earnings growth. Its future performance may hinge on balance sheet strength. Despite a 15% TSR falling short of the market, it outperforms the 5-year average annual return, suggesting potential new investor interest.
Due to decreasing earnings and large payout ratio there is concern for Janus Henderson Group's dividend sustainability and the prospects for future growth.
Upgrades •$Avantor(AVTR.US)$: Citigroup Upgrades to Buy from Neutral - PT $28 •$丘奇&德懷特(CHD.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $85 (from $90) •$康菲石油(COP.US)$: Erste Group Upgrades to Buy from Hold •$福特汽車(F.US)$: Morgan Stanley Upgrades to Overweight from Equal Weight - PT $14 •$慧榮科技(SIMO.US)$: Susquehanna Upgrades to Positive from Neutral - PT $108 •$沃爾瑪(WMT.US)$...
Upgrades •$博格華納(BWA.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $48 (from $43) •$Expensify(EXFY.US)$: BofA Securities Upgrades to Buy from Neutral - PT $25 (from $20) •$Grab Holdings(GRAB.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $3 •$華利安(HLI.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $82 (from $95) •$摩根大通(JPM.US)$: Berenberg Upgrades to Hold from Sell - PT ...
駿利亨德森集團股票討論區
專欄US Top Rating Updates on 10/5: WMT, GS, NKE, ABNB and More
• $Avantor(AVTR.US)$ : Citigroup Upgrades to Buy from Neutral - PT $28
• $丘奇&德懷特(CHD.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $85 (from $90)
• $康菲石油(COP.US)$ : Erste Group Upgrades to Buy from Hold
• $福特汽車(F.US)$ : Morgan Stanley Upgrades to Overweight from Equal Weight - PT $14
• $慧榮科技(SIMO.US)$ : Susquehanna Upgrades to Positive from Neutral - PT $108
• $沃爾瑪(WMT.US)$ ...
專欄Top upgrades and downgrades on 7/18: JPM, GRAB, GM, KHC and more
• $博格華納(BWA.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $48 (from $43)
• $Expensify(EXFY.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $25 (from $20)
• $Grab Holdings(GRAB.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $3
• $華利安(HLI.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $82 (from $95)
• $摩根大通(JPM.US)$ : Berenberg Upgrades to Hold from Sell - PT ...
專欄Top upgrades and downgrades on 6/29: MSFT, UPST, MCD, GS and more
• $鏗騰電子(CDNS.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $175 (from $160)
•$Federated Hermes(FHI.US)$ : KBW Upgrades to Outperform from Market Perform - PT $540
•$高盛(GS.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $380 (from $360)
• $麥當勞(MCD.US)$ : Atlantic Equities Upgrades to Overweight from Neutral - PT $278 (from $245)
• $甲骨文(ORCL.US)$ : Exane Upg...
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