Bank of America Corp (UA)NYSE: BAC) tau nyob rau hauv ib qho kev nce siab hauv ob lub hlis dhau los tab sis tam sim no cov khoom lag luam tau tawm ntawm ib chav ntxiv mus rau qhov siab, hais tias David Konrad ntawm Keefe, Bruyette & Woods (KBW).
Bank of America Tshuag muaj downside rau $33
Hnub Thursday, Konrad tau txo qis txhab nyiaj hauv tuam txhab kom "underperform" thiab txo nws cov nqi phiaj rau $33. Nyob rau hauv kev sib piv, lub multinational yog tam sim no pauv tes ntawm $35 thiab hloov.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Tom qab qhov kev tawm tsam tsis ntev los no, nws pom Bank of America cov khoom lag luam ntawm tus nqi tsis txaus siab rau nws cov phooj ywg. Nws daim ntawv tshawb fawb nyeem:
Kev nqis peev zoo li kev nplua nuj, kev lag luam ntawm 5.0% tus nqi rau JPM ntawm cov nyiaj tau los ua ntej (PPNR) txawm tias qhov kev xav tau qis dua thiab 16% tus nqi them rau cov tsev txhab nyiaj loj hauv cheeb tsam ntawm P / E piv rau keeb kwm 6.0% luv nqi.
Konrad tam sim no cia siab tias lub tuam txhab peev nyiaj tau txais $ 3.35 ib feem hauv 2024 - kwv yees li 12% hauv qab kev pom zoo.
Vim li cas lwm tus yog nws dovish ntawm Bank of America?
Thaum Lub Ib Hlis, cov kev pabcuam nyiaj txiag behemoth hais txog tailwinds ntsig txog cov paj laum ntau dua thiab qhia cov txiaj ntsig zoo tshaj qhov xav tau rau nws lub quarter thib plaub.
Tseem, Konrad fixated ntawm qhov tseeb tias lub Bank of America Tshuag yog tam sim no trading saum nws cov keeb kwm PE ntau.
Kev ntsuas tus nqi tam sim no yog kim rau ib puag ncig uas yuav ntsib kev pheej hmoo nyiaj tau los ntau dua li qhov kev poob qis heev. Kev loj hlob yog qhov kev txhawj xeeb loj vim tias BAC tau poob kev koom nrog hauv kev lag luam peev thiab muaj kev pheej hmoo-averse hauv nws cov ntaub ntawv qiv nyiaj.
Lub lim tiam dhau los, Tebchaws Asmeskas Tsoom Fwv Tebchaws Reserve tau hloov mus rau qhov nqaim 25 lub hauv paus ntsiab lus nce hauv cov paj laum (nrhiav ntxiv) hais tias nws tam sim no ze rau qhov kawg ntawm nws cov nqi nce mus.
Tau qhov twg los: https://invezz.com/news/2023/02/09/bank-of-america-stock-price-forecast-kbw/