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KeyBanc Maintains a 'Hold' on Mobile Mini (MINI); Early Recovery Margin Headwinds & Valuation

January 18, 2012 12:09 PM EST
MINI Hot Sheet
Rating Summary:
    0 Buy, 2 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
KeyBanc maintains a 'Hold' on Mobile Mini (NASDAQ: MINI).

KeyBanc analyst says, "We recently had discussions with several portable storage contacts and came away with four key takeaways: 1) MINI should benefit in 4Q11 from greater than expected seasonal retail business; 2) relative to its base business, we believe demand levels continue to improve, albeit gradually; 3) rental rates appear to be stable to even positive in some geographies, which could represent a modest tailwind in 2012; and 4) used container prices have sequentially declined, yet remain elevated relative to the prior cycle and, therefore, MINI's peers appear somewhat reluctant to expand fleet."

For an analyst ratings summary and ratings history on Mobile Mini click here. For more ratings news on Mobile Mini click here.

Shares of Mobile Mini closed at $18.86 yesterday, with a 52 week range of $14.97-$25.49.


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