Financial Wire

Stifel Canada维持对ATS的“买入”评级；目标价维持在52.00加元。

-- Stifel Canada周一维持对ATS（ATS.TO）股票的“买入”评级和52.00加元的目标价，认为新一轮美国关税的影响甚微。 “我们认为，扩大对钢铁和铝材征收的第232条款关税不会对ATS产生实质性影响。ATS是一家全球领先的端到端自动化解决方案提供商（设计+建造+服务），专注于高性能机器人系统，拥有重要的终端市场覆盖，包括生命科学领域（约占销售额的60%）。ATS约20%的收入来自加拿大和欧洲流入美国的订单，其中很大一部分目前根据美墨加协定（USMCA）获得豁免，并且正在进行风险缓解措施，包括大幅扩建芝加哥的工厂。尽管关税形势仍然瞬息万变，第232条款也引发了其他一些受影响公司的担忧，但我们相信，ATS的全球运营、现有的合同保护以及关键任务项目的长期性（12-18个月）为公司提供了充足的灵活性，使其能够应对当前阶段的挑战。此外，我们也对近期内部人士的增持感到鼓舞，包括新任首席执行官（1月上任）Doug Wright和ATS最大股东Mason Capital以约41加元/股的价格买入，接近当前股价，”分析师Justin Keywood写道。 （报道来自北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究报告。研究机构可通过以下链接联系我们：https://www..com/contact-us）

Price: $45.03, Change: $+0.22, Percent Change: +0.49%

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