分析師: 今年船舶銷售量可能上升10%

張貼日期: 2011年3月2日

Wells Fargo Securities的資深分析師Tim Conder表示, 美國海洋產業今年可能會看見最高到10% 的零售成長.

分析Brunswick Corp. 這家公司股票的分析師Conder 說這個推論是在邁阿密國際遊艇展和業界人士討論後所得.

Conder寫到, “樂觀的原因是因為優質的二手船和庫存新船的過量供給已經被耗盡, 且二手船的價格在上揚, 使得購買新船更加吸引人.”

Conder 說, “我們很快承認現在仍然是零售船舶銷售季節非常早的階段, 直到四月才會得到賣出的首次穩固的確認.”, 並補充說 “Well Fargo 持續把 Brunswick看成是投報率很吸引人的股票.   

Analyst: Boat sales could grow 10 percent this year

Posted on March 01, 2011

The U.S. marine industry could be on pace to see unit retail growth as high as 10 percent in 2011, according to Tim Conder, a senior analyst with Wells Fargo Securities.

Conder, a Brunswick Corp. analyst, said the conclusion comes from conversations with industry contacts after the Miami International Boat Show.

"Optimism remains rooted in the fact that the supply of excess quality used boats and non-current new boats is exhausted and that used boat prices are rising, making a new boat choice more palatable," he wrote.

"We would quickly acknowledge that it remains very early in the retail boat selling season and that solid initial clarity of sell-through will not be available until April," he said, adding that Wells Fargo continues to view Brunswick shares "as offering an attractive risk/reward profile."

Source: http://www.tradeonlytoday.com/home/509292-analyst-boat-sales-to-grow-10-percent