Amazon.com Inc (NASDAQ: AMZN) poob qis li ntawm 35% rau lub xyoo, tab sis Adam Seessel tseem ntseeg tias nws yog ib qho ntawm "kev lag luam zoo tshaj" uas tau ua tiav thaum kawg yeej.
Seessel ua ib rooj plaub rau AMZN ntawm CNBC's 'Squawk Box'
Tus Founder ntawm Gravity Capital Management tsav nws qhov kev cia siab los ntawm qhov tsis sib haum xeeb ntawm Amazon muaj nyob rau hauv qhov chaw eCommerce. Tag kis no rau CNBC's "Squawk Box", nws hais tias:
Tsis muaj leej twg yuav ntes Amazon hauv eCommerce. Nws muaj kwv yees li 50% kev lag luam hauv eCommerce. Walmart tau tso lawv cov paj laum ob peb xyoos dhau los los sim nkag mus rau hauv eCommerce. Lawv muaj 7.0% kev lag luam sib koom xwb.
Amazon tau nthuav tawm mus rau qhov tsis tu ncua macro headwinds raws li lub tuam txhab tuaj yeem ua tau. Yog li ntawd, American multinational tau tshaj tawm cov txiaj ntsig tsis muaj zog rau nws cov nyiaj txiag Q1 hauv lub Plaub Hlis thiab muab poob siab kev taw qhia rau yav tom ntej.
Amazon tuaj yeem tsim cov nyiaj rov qab loj heev hauv lub sijhawm ntev
Lub sijhawm ntev, txawm li cas los xij, nws cov eCommerce thiab huab lag luam ua ke yuav ua rau muaj txiaj ntsig zoo rau cov tswv lag luam, Seessel ntxiv.
Thaum koj xav txog Amazon tuaj yeem loj hlob hauv eCommerce thiab huab 15% mus rau 20% ib xyoos rau 15 txog 20 xyoo, tus nqi sab hauv rov qab ntau dua peb, tsib, kaum xyoo yog qhov loj heev. Yog li, kuv xav tias AMZN yog ib qho khoom lag luam uas tsis tuaj yeem zam rau 10 txog 15 xyoo tom ntej.
Lub eCommerce loj yog teem rau "Hnub Hnub" lub hlis tom ntej. Kev muag khoom txhua xyoo yuav pib thaum 3 teev sawv ntxov Sab Hnub Tuaj Lub Xya Hli 12th thiab yuav kav ntev li 48 teev. Wall Street, qhov nruab nrab, pom 60% upside hauv Amazon Tshuag.
Tus ncej Adam Seessel: 'Amazon yog ib qho khoom lag luam uas tsis tuaj yeem zam rau 10 txog 15 xyoo tom ntej' tshwm sim thawj zaug Tsam.
Source: https://invezz.com/news/2022/06/23/adam-seessel-amazon-is-an-inevitable-stock-for-next-10-to-15-years/