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2022-03-22
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Goldman Upgrades Johns Lyng Following Floods<blockquote>洪水后高盛升级 Johns Lyng 评级</blockquote>
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This is slightly above the longer-term average of $92 million a year between FY17 and FY24.</p><p><blockquote>该经纪商还将其长期 CAT 收入假设从之前的 7500 万美元上调至每年 1 亿美元。这略高于 2017 财年至 24 财年期间每年 9200 万美元的长期平均水平。</blockquote></p><p>Analysts said the higher forecasts were justified given Johns Lyng had grown its market share of insurance restoration, and geographic diversity provided the company with greater exposure to CAT events across the country.</p><p><blockquote>分析师表示，鉴于 Johns Lyng 在保险修复领域的市场份额有所增加，而且地理多样性使该公司能够更多地接触全国各地的 CAT 活动，因此较高的预测是合理的。</blockquote></p><p>Additionally, Johns Lyng is positioned to benefit from an expected increase in the frequency and severity of CAT events based on recent history as well as the latest Intergovernmental Panel on Climate Change report, which suggests an increase in heavy precipitation and flood events.</p><p><blockquote>此外，根据最近的历史以及最新的政府间气候变化专门委员会报告，Johns Lyng 预计 CAT 事件的频率和严重程度将会增加，该报告表明强降水和洪水事件将会增加。</blockquote></p><p>Goldman Sachs increased its target price on Johns Lyng by 26 per cent, from $9 to $11.35. With this offering about 30 per cent upside from its current share price of $8.59, the broker retained its “buy” rating on the company.</p><p><blockquote>高盛将 Johns Lyng 的目标价上调了 26%，从 9 美元上调至 11.35 美元。由于此次发行比目前 8.59 美元的股价上涨了约 30%，该券商维持了对该公司的 “买入 ”评级。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1647389686240","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Upgrades Johns Lyng Following Floods<blockquote>洪水后高盛升级 Johns Lyng 评级</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Upgrades Johns Lyng Following Floods<blockquote>洪水后高盛升级 Johns Lyng 评级</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AFR</strong><span class=\"h-time small\">2022-03-22 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs has kept its “buy” rating on property services group Johns Lyng and lifted its target price on the company due to an expected increase in catastrophic (CAT) event work driven by the recent floods in Queensland and NSW.</p><p><blockquote><html><head></head><body>高盛维持了物业服务集团 Johns Lyng 的 “买入 ”评级，并上调了该公司的目标价，原因是昆士兰州和新南威尔士州最近发生的洪水预计将增加灾难性事件（CAT）工作量。</body></html></blockquote></p><p>The broker’s forecast for financial year 2022 revenue remains unchanged, given it had already factored in $130 million of revenue with the expectation that future CAT events would occur through the season.</p><p><blockquote>该经纪商对 2022 财年收入的预测保持不变，因为该经纪商已经将 1.3 亿美元的收入考虑在内，并预计未来的猫展活动将贯穿整个赛季。</blockquote></p><p>However, given the scale of the floods on the east coast, Goldman revised its FY23 and FY24 CAT revenue forecasts to $150 million a year, from $100 million a year and $75 million a year respectively.</p><p><blockquote>然而，鉴于东海岸洪水的规模，高盛将其2023财年和 2024 财年 CAT 收入预测分别从每年 1 亿美元和每年 7500 万美元修正至每年 1.5 亿美元。</blockquote></p><p>“We expect a long tail of work to continue over the forecast period,” said Michael Peet, equities analyst at Goldman Sachs.</p><p><blockquote>“高盛股票分析师迈克尔-皮特（Michael Peet）说：”我们预计，在预测期内，长尾工作仍将持续。</blockquote></p><p>The broker also upgraded its long-term CAT revenue assumptions to $100 million a year, from $75 million previously. This is slightly above the longer-term average of $92 million a year between FY17 and FY24.</p><p><blockquote>该经纪商还将其长期 CAT 收入假设从之前的 7500 万美元上调至每年 1 亿美元。这略高于 2017 财年至 24 财年期间每年 9200 万美元的长期平均水平。</blockquote></p><p>Analysts said the higher forecasts were justified given Johns Lyng had grown its market share of insurance restoration, and geographic diversity provided the company with greater exposure to CAT events across the country.</p><p><blockquote>分析师表示，鉴于 Johns Lyng 在保险修复领域的市场份额有所增加，而且地理多样性使该公司能够更多地接触全国各地的 CAT 活动，因此较高的预测是合理的。</blockquote></p><p>Additionally, Johns Lyng is positioned to benefit from an expected increase in the frequency and severity of CAT events based on recent history as well as the latest Intergovernmental Panel on Climate Change report, which suggests an increase in heavy precipitation and flood events.</p><p><blockquote>此外，根据最近的历史以及最新的政府间气候变化专门委员会报告，Johns Lyng 预计 CAT 事件的频率和严重程度将会增加，该报告表明强降水和洪水事件将会增加。</blockquote></p><p>Goldman Sachs increased its target price on Johns Lyng by 26 per cent, from $9 to $11.35. With this offering about 30 per cent upside from its current share price of $8.59, the broker retained its “buy” rating on the company.</p><p><blockquote>高盛将 Johns Lyng 的目标价上调了 26%，从 9 美元上调至 11.35 美元。由于此次发行比目前 8.59 美元的股价上涨了约 30%，该券商维持了对该公司的 “买入 ”评级。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.afr.com/markets/equity-markets/asx-to-rise-us-bond-yields-surge-on-powell-rate-comments-20220322-p5a6oh\">AFR</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JLG.AU":"JOHNS LYNG GROUP LTD"},"source_url":"https://www.afr.com/markets/equity-markets/asx-to-rise-us-bond-yields-surge-on-powell-rate-comments-20220322-p5a6oh","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125898120","content_text":"Goldman Sachs has kept its “buy” rating on property services group Johns Lyng and lifted its target price on the company due to an expected increase in catastrophic (CAT) event work driven by the recent floods in Queensland and NSW.The broker’s forecast for financial year 2022 revenue remains unchanged, given it had already factored in $130 million of revenue with the expectation that future CAT events would occur through the season.However, given the scale of the floods on the east coast, Goldman revised its FY23 and FY24 CAT revenue forecasts to $150 million a year, from $100 million a year and $75 million a year respectively.“We expect a long tail of work to continue over the forecast period,” said Michael Peet, equities analyst at Goldman Sachs.The broker also upgraded its long-term CAT revenue assumptions to $100 million a year, from $75 million previously. This is slightly above the longer-term average of $92 million a year between FY17 and FY24.Analysts said the higher forecasts were justified given Johns Lyng had grown its market share of insurance restoration, and geographic diversity provided the company with greater exposure to CAT events across the country.Additionally, Johns Lyng is positioned to benefit from an expected increase in the frequency and severity of CAT events based on recent history as well as the latest Intergovernmental Panel on Climate Change report, which suggests an increase in heavy precipitation and flood events.Goldman Sachs increased its target price on Johns Lyng by 26 per cent, from $9 to $11.35. With this offering about 30 per cent upside from its current share price of $8.59, the broker retained its “buy” rating on the company.","news_type":1,"symbols_score_info":{"JLG.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/637351804"}
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