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CLSA上调Escorts Kubota股票评级,合并引发多方乐观情绪
公司对未来持乐观态度,预计2025财年后国内拖拉机销量将复苏,这得益于有利的水库水位和2023至2025财年较低的业绩基数。CLSA预计2026/27财年行业拖拉机销量将增长12%,并预期Escorts的增长将超过行业水平,达到13%。这些预测在很大程度上已反映在当前的股票估值中。
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