MarineMax可能会从美联储转向中“大幅”受益--分析师

• MarineMax (NYSE:HZO) is a strong play on the Fed pivot, Citigroup says in Monday’s research note, and stands to benefit “mightily” in a soft-landing scenario.
• With “substantial” upside and limited downside, Citigroup upgraded MarineMax (HZO) to Buy from Neutral and lifted the target price by 10% to $44.
• A rate cut will not only make marine craft more affordable but improve the opportunity to monetize marina real estate.
• “Despite management’s historical hesitation to do so, pressure will only grow if the traditional/fundamental path to upside proves distant/unlikely,” Citigroup says.
• Shares of MarineMax (HZO) are set to open more than 6% higher, snapping a four-day losing streak for the stock.
• The upgrade could also underpin shares of Mastercraft Boat Holdings (MCFT), Malibu Boats (MBUU), Marine Products Corporation (MPX), and OneWater Marine (ONEW).

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