"Tom qab cov khoom siv [tus nqi] ntau qhov kev sib cog lus thiab cov khoom lag luam tsis muaj zog, peb ntseeg tias nws tseem ntxov dhau los mus rau hauv, muab ob peb nkawm khau me me kom poob uas ntxiv mus rau ib qho loj: kev kwv yees rau pem hauv ntej," Tusa sau hauv tsab ntawv ceeb toom hnub Thursday.
GE Tshuag poob qis 33% xyoo rau hnub tim. Tusa tseem tsis tau npaj yuav hauv. Nws tsuas yog tsis ntseeg 2023 cov nyiaj khwv tau los kwv yees rau GE raug cuam tshuam txog kev pheej hmoo ntawm kev lag luam nyiaj txiag.
Qhov kev pheej hmoo no tau nce thiab kev lag luam poob qis yuav ua rau muaj kev muag khoom hauv GE lub zog ua lag luam nrog rau kev lag luam-dav hlau tom qab, raws li tus kws tshuaj ntsuam. Qhov kev ntxhov siab ntxiv tuaj yeem ua rau tsis muaj kev muag khoom loj hlob hauv 2023, nrog rau cov nyiaj tau los qis dua li Txoj Kev xav tam sim no.
Tusa 2023 cov nyiaj tau los-ib-kev kwv yees rau lub tuam txhab yog $ 3.30. Qhov ntawd yog kwv yees li 30% qis dua qhov kev pom zoo ntawm Wall Street tam sim no ntawm $ 4.87 ib feem.
Yog tias 2023 kwv yees drift qis dua nws yuav zoo li lub taub hau rau cov Tshuag. Qhov ntawd yog qhov teeb meem rau GE Tshuag hauv 2022. EPS kwv yees rau tag nrho lub xyoo pib ntawm kwv yees li $ 4 ib feem, tab sis tom qab ob peb lub hlis twg nyuaj, lawv tau poob qis yuav luag 30% txog $ 2.85. Qhov kev poob qis hauv kev kwv yees ze tsom iav 2022 xyoo-rau-hnub Tshuag poob ntawm kwv yees li 33%.
Nws yog ib tug bearish noj rau lub xyoo tshiab, thiab Tusa yog ib tug ntev GE dais. Nws tus nqi sib koom ntawm Hold, tab sis ntawm $ 50 nws muaj tus nqi qis tshaj plaws ntawm Wall Street. Qhov nruab nrab nqi phiaj yog yuav luag $100 ib share. Qhov sib txawv ntawm $ 50 yog, tau kawg, sib npaug li 100% ntawm tus nqi tam sim no.
Rau ib qho piv txwv ntawm yuav ua li cas bearish lub hom phiaj yog, coj
3M
(MMM). Nws yog lwm lub tuam txhab lag luam. Nws kuj tseem tsis txaus siab rau Wall Street vim tias muaj kev cai lij choj hais txog kev lav phib xaub uas muaj feem xyuam nrog cov tshuaj, thiab raug liam tias ua txhaum lub pob ntseg muag rau cov tub rog. Tsuas yog 5% ntawm cov kws tshuaj ntsuam npog
3M
Tshuag nqi shares ntawm Buy. Cov nruab nrab Buy-rating ratio rau stocks
S&P 500
yog li 58%.
Txawm li cas los xij, tus nqi ntsuas tus nqi qis tshaj plaws yog $ 125. Qhov nruab nrab tus nqi phiaj yog kwv yees li $ 150. Qhov $ 25 sib kis tsuas yog 20% ntawm tus nqi nruab nrab.
Qhov sib kis ntawm tus nqi qis lub hom phiaj thiab tus nqi nruab nrab lub hom phiaj rau
Honeywell International
(HON) Tshuag yog kwv yees li $ 36, lossis tsuas yog 17% ntawm tus nqi nruab nrab ntawm tus kws tshuaj ntsuam lub hom phiaj ntawm $ 216.
Lub hom phiaj tus nqi zoo li tusa muaj rau GE yog txawv.
Tus so ntawm Txoj Kev zoo li tsis ntseeg tias tej yam tsis zoo. Nrog rau tus nqi siab dua, kwv yees li 68% ntawm cov kws tshuaj ntsuam xyuas txog GE tus nqi sib koom ntawm Kev Yuav.
Lub sij hawm yuav qhia leej twg yog tus yog.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]