Vatengi vakaona kuti Camping World (NYSE: CWH), mugovani wezvekushandisa mumusasa uye mota dzekutandarira (RVs), anga ari mubatsiri akananga padenda iri.
Camping World (NYSE: CWH), mugovani wezvigadzirwa zvemisasa uye mota dzekutandarira (RVs), anga ari mubatsiri wakananga padenda iri sezvo vatengi vanowana kana kuwanazve nhandaro yekunze.Kusimudzwa kwezvirambidzo zveCOVID uye kupararira kwekudzivirira hakuna kumisa Camping World kubva kukura.Vagadziri vemari vari kushamisika kana paine chitsva chakajairika muindasitiri iyi.Panyaya yekukosheswa, kana fungidziro ikasadzikiswa, masheya anotengesa zvakachipa zvakanyanya pa5.3 nguva yekumberi mihoro uye anobhadhara 8.75% yegore rekugovera.Asi izvo, inokosheswa isingasviki pane RV mugadziri Winnebago (NYSE: WGO)'s 4.1 nguva yekumberi mihoro uye 1.9% yegore negore goho regoho, kana Thor Industries (NYSE: THO) 9x inotarisirwa mihoro..2x uye 2.3x mihoro yekumberi.Gore negore dividend mari.
Fed yakakwidza mhindu nezvikamu zvitatu kubva muzana mumwedzi mitanhatu yapfuura mukuedza kumisa kukwira kwemitengo kusingaite.Zvigumisiro zvakanonoka kuitika, zvisinei, sezvo musoro wepamusoro wekutengesa mutengo wakasvika pa8.2% munaSeptember, pasi pezvinotarisirwa nevanoongorora zve8.1% asi zvichiri pamusoro peJune yakakwirira ye9.1%.Kudonha muindasitiri yeRV kutakura muna Nyamavhuvhu (-36%) kunogona kuratidza kudzikira kweCamping World campervan kutengesa.Iko kugona kweiyo normalization uye kuderera kwekutengesa kunoziviswa mune inotevera mari chirevo kunofanirwa kuita kuti vatengesi vafunge kutenga masheya.Bhizinesi reRV rave kubvaruka kubva pakavharika denda, izvo zvinoita sekunetsa sezvo shanduko yemararamiro evatengi inoramba ichiwedzera kudiwa.Nekudaro, kukwira kwemitengo yemubereko uye kuderedzwa kwemutengi discretionary kushandisa kunogona kuremedza kudiwa, uye vanoisa mari vanofanirwa kuyedza kushomeka.Auto inventories inodarika zvakapetwa kaviri gore-pa-gore, zvichiratidza kurerutswa kwezvipingamupinyi zvekutengesa.
Nguva yekutumira: Nov-07-2022