| [: Ʒ Ư ũ(valuewalk.com) 2022 8 3 Դϴ. ֽĿ ǰ Դϴ.]
* ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "TWO HIGH-YIELD DEEP-VALUES YOU SHOULDNT IGNORE," 2022 8 3, https://www.valuewalk.com/two-high-yield-deep-values-you-shouldnt-ignore/
(demand) , (ownership) ´. Ҿ δƮ(Thor Industries: NYSE--THO) ٰ(Winnebago: NYSE--WGO) ü 信 ΰ ݸ, ķ Ȧ(Camping World Holdings: NYSE--CWH) LCI δƮ(LCI Industries: NYSE--LCII) ü Ȳ ΰϰ, Ȳ ⺻ ϰ ִ. * ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "TWO HIGH-YIELD DEEP-VALUES YOU SHOULDNT IGNORE," 2022 8 3, https://www.valuewalk.com/two-high-yield-deep-values-you-shouldnt-ignore/
̴ ߿ ǹ̸ µ, װ ķ LCI δƮ λ ֱ ˵ ͷ ̸ֽ鼭, ְ ٸ ͷ ֽĿ ġ ؿ ֱ ̴. ְ ü ġ ؿ ְ, ġ ִٴ ̴. ָ ٰ Ҹ δƮ PER 4 ݸ, ķ LCI δƮ PER 6 ̶ ̴. ̴ ķ LCI δƮ ̾ ְ ִٴ ε, κ ̴.
ķ : 缺 , 8% ϴ ͷ
2б ǥ ķ ְ 20% ̻ , ġ ִ ̴. 2022 2б ķ 6.8% 22 ߴ. ̴ 830bp ȸ ̴. ̷ ȭǸ鼭 80% ڻ ߱ ̴. ̷ ڻ ǰ ε ̾.
ҽ ű ͷ ٴ ̴. 380bp ͷ ϶ ߴ ͺ ξ ϶̴. (216000) ̷ ͷ ϶ ̴. ҽ ̰ ̴. ִ 0.37(2000bp ̻) ȸ, ϴ ̴.
ķ ͷ 8%̸, ؿ 缺 ϴ. ķ 缺 ġ 21% Ұϴ. , ġ ̰, 缺 δ. , ķ 缺 ݰ 帧 ϰ ִ.
LCI δƮ: λ
ͷ 3.3% LCI δƮ 7 λϰ Ǹ, ǥ Ե ̰, ̴ ִ. LCI δƮ 5Ⱓ 缺 12% , 缺 λ 帧 ϰ ִ. 缺 30% Ǹ, 2б 2000bp ȸ߰ . 䰡 ƴٴ ǥ ִ 缺 30% ѵ, ̷ ġ ʹ ִ.
ܱ OEM 䰡 ϰ ִµ, 1 LCI δƮ ǰ 49% λǸ鼭 1 49% ϰ Ǿ. ̴ û ̸, LCI δƮ ū ڸ ִ ̴. 16% ϴ ϻ , 14% ߴ. ֱ ǸŰ ̾鼭 ι ȴ. Ǹŵ ᱹ ̵, Ʈ, ʿ Ѵ.
LCI δƮ ְ б ǥ ٽ , ̷ ְ õ ̴. LCI δƮ ְ 37% ̻ ϶ ٴڿ , ݵ õϰ ִ. ǥ ְ 116.5 ο ִ Ʈϰ ִ ̸, ̴ ٸ ݵ ̾ ִ. ϰ 150 ̵ռ(121.17 ) ϸ, 140-150 ְ ǰ, , ְ 140 ؿ ڽǿ ӹ ִ.
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