从减持上调至增持：质量、增长和健康股息
European Construction, Building Materials & Infrastructure U/G to OW: Quality, growth and a HOLN's relative derating looks overdone, and we see enough
报告摘要
European Construction, Building Materials & Infrastructure U/G to OW: Quality, growth and a HOLN's relative derating looks overdone, and we see enough
核心要点
- 10 June 2025
- 52 Wk Avg Daily Volume (mn)
- 52 Week range
- 579.12
- 87.27
- 3.28
- 10.99
- 47.03
报告信息
- 文件全名
- 《从减持上调至增持：质量、增长和健康股息-40页.pdf》
- 适合读者
- 核心数据
- raised 30% from CHF 84.00
- coverage by 19-67% since November last year (when the subsector started to rally on optimism
- Remainco could offer investors quality exposure into a European volume recovery (~54% of
- sales vs. peers 40-55%, with market-leading exposure to Eastern Europe), some further levers
- portfolio). Underpinning all of this is a continued ~50% dividend payout ratio (withholding taxfree until 2030), and further divestments could mean upside to shareholder returns over time.
- 核心议题
常见问题
《从减持上调至增持：质量、增长和健康股息》主要包含哪些内容?
European Construction, Building Materials & Infrastructure U/G to OW: Quality, growth and a HOLN's relative derating looks overdone, and we see enough核心数据:raised 30% from CHF 84.00;coverage by 19-67% since November last year (when the subsector started to rally on optimism;Remainco could offer investors quality exposure into a European volume recovery (~54% of。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 40。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了健康等议题。
继续阅读
查看全部 →