| [: Ʒ Ư ũ(valuewalk.com) 2022 5 10 Դϴ. ֽĿ ǰ Դϴ.]
* ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "HIGH-YIELD DEEP-VALUE LCI INDUSTRIES EXCEEDS ALL EXPECTATIONS," 2022 5 10, https://www.valuewalk.com/high-yield-deep-value-lci-industries-exceeds-all-expectations/
ŷ ġ ͷ * ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "HIGH-YIELD DEEP-VALUE LCI INDUSTRIES EXCEEDS ALL EXPECTATIONS," 2022 5 10, https://www.valuewalk.com/high-yield-deep-value-lci-industries-exceeds-all-expectations/
츮 LCI δƮ(LCI Industries: NYSE--LCII) 1б ̰, ϺƮ ġ ȸ ߾. Ե LCI δƮ( LCII) ξ Ҵ.
(RV) OEM ǰ , ϴ LCII ÷̼ǰ غϰ ְ ø ־. OEM RV ü 䰡 ̷ ߴµ, ̷ LCII ½״.
RV ְ ֽ ã ִٸ, LCII ֽ ִ. LCII ǰ ϾƸī OEM ķī ƮϷ ǰ 40% ϰ , ȴ. ⼭ ϰ LCII 鿡 ȸϰ , ְ PER 7 ſ ε ̰ ͷ 3.3% ſ ̶ ̴.
ġ
LCII ȸ ƴ϶ е , ̷ν ֳθƮ ǥ δ. 1б 164000 64% ̸, 1700bp ȸ ̴. 3 ι(OEM RV, OEM, RV) ̷ ߴµ, Ư OEM RV 90% ߴ. ̷ν OEM RV ȸ ü 61% ϰ Ǿ, OEM RV ڸ ߴ. ؾ ι ϰ ִ OEM 49% ؾ ι Ծ 42% ߴ. RV ι --۳ ڸ ̾-- DIY Ծ 35% ߴ.
, ͷ ξ Ҵ. λ ö ȿ LCII ͷ ͷ ū ߴ. ͷ 405bp , ͷ 626bp ߴ. ̷ Ϲȸ ͵ ũ ȸ, ִ 7.71 165% ߴ. ִ 7.71 2.47 ȸ ̴.
LCII ħ ʾҴ. 츮 Կ ټ ȭ ϰ ִ. , ̴. LCII ֳθƮ ȭȴ ص, Ӱ Ǹ鼭 2022 ȸ迬 ϺƮ ġ ȸ ̸, ũ Ȥ ް ʴ´. 츮 , 2~3б 븮 RV OEM ǰ ̰, ̴ 2022 Ⱓ ȴٴ ǹѴ.
ں ȯ α
ְ(5 10 ְ 111.50) LCII ͷ 3.3% ̻ ſ ߽ ϰ ִ. 缺 30% ̸ε, ʹ Ƽ ǹ ǥδ ʴ´. 繫µ . ä ū ȭ , ܱä ̰, ֱ ڻμ κ ü ߴ. 츮 LCII Ⱓ λ ϰ , 缺 10~15% ̴.
ְ
1б ǥ ְ ߰, 100 ؿ Ȯߴ. ǥ 100 ְ ݵ ϰ , 츮 LCII ְ ϰ ִ. 116 ̸, ϸ, ְ ְ 160 ȸ ȴ.
(LCI δƮ ְ: )
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