Txhawm rau tiv thaiv kev tawm tsam kev tawm tsam kev sib tw, hnub Tuesday Carvana (NYSE: CVNA) tshaj tawm nws tau gulped dab tsi yog hu ua "cov tshuaj lom."
Cov neeg muag tsheb siv tau muab tso rau hauv kev nqis tes ua se cov cuab yeej khaws cia cov phiaj xwm npaj los tiv thaiv cov tswv lag luam mus sij hawm ntev los ntawm kev txuag qhov muaj ntawm lub tuam txhab kev lag luam poob (NOLs). NOLs ua kom cov lag luam poob qis los ntawm ib xyoos thiab rho tawm ntawm cov txiaj ntsig xyoo tom ntej los txo lawv cov nyiaj tau los se.
Lub tuam txhab tau hais tias nws lub peev xwm los siv NOLs yuav "tseem ceeb heev yog tias nws cov tswv cuab 5% nce lawv cov tswv cuab." Yog li ntawd, txoj kev npaj ua raws li kev cuam tshuam rau kev yuav khoom ntawm 4.9% lossis ntau dua ntawm nws cov chav kawm A ib txwm muaj.
Nws tuaj yeem hais tias Carvana tam sim no saib nws cov ntaub ntawv ntawm kev ua haujlwm poob yog ib qho ntawm nws cov khoom muaj nqis tshaj plaws vim tias kev lag luam tau poob qis npaum li cas. Ib lub tuam txhab nrhiav kom tau Carvana tuaj yeem ua tau vim tias nws yuav txuag tau nyiaj txaus los ntawm NOLs los ua kom tau txais txiaj ntsig zoo. Lub lag luam tuaj yeem siv NOLs los ua qhov cuam tshuam rau kev them se yav tom ntej.
Oppenheimer tus kws tshuaj ntsuam Brian Nagel sau tseg tias thaum lub tswv yim zoo li "tus qauv loj," nws yog ib qho kev ceeb toom ntxiv ntawm "kev tawm tsam tseem ceeb ntawm lub tuam txhab thiab tam sim no zoo li kev poob siab ntawm tus nqi." Cov shares tau nce los ntawm 30% xyoo-rau-hnub tab sis qhov ntawd zoo li ntau dua li qhov tshwm sim ntawm kev nyem luv luv thiab tawm los ntawm 98% poob xyoo tas los.
"Rau peb," tus kws tshuaj ntsuam 5 lub hnub qub tau hais ntxiv tias, "hais lus hauv kev tshaj tawm qhia tias pawg thawj coj saib xyuas ob qho tib si ua rau muaj kev sib tw ntau dua rau qhov tsis txaus siab rau cov saw hlau, tab sis kuj tso cai rau qee hom kev phooj ywg ntau dua lossis pom zoo yuav ntawm lub tuam txhab, ntawm qee kis. Peb tsis pom ib hom kev tshem tawm ntawm CVNA li yuav tshwm sim. Qhov ntawd tau hais tias, muab cov khoom muaj nqis tseem ceeb, suav nrog NOLs loj heev, peb ntseeg tias raws li qhov kev hloov pauv hauv kev siv tsheb ua lag luam ua kom muaj zog, CVNA tuaj yeem ua rau muaj peev xwm ua tau zoo dua, suav nrog cov tswv yim lossis cov neeg yuav khoom. "
Txog tam sim no, Nagel tseem nyob ntawm sab nraud nrog Kev Ua Haujlwm (piv txwv li, Nruab Nrab) kev ntsuas thiab tsis muaj lub hom phiaj tus nqi tas li hauv siab. (Saib xyuas Nagel cov ntaub ntawv taug qab, nias ntawm no)
Feem ntau pom zoo nrog Nagel lub stance; Raws li 16 Holds vs. 1 Buy thiab 2 Sells, tus kws tshuaj ntsuam kev pom zoo ntsuas cov Tshuag tuav. Txawm li cas los xij, pom tau tias qee qhov xav tias cov khoom lag luam tseem tsis muaj nqis; ntawm $ 9.79, qhov kev kwv yees hu rau 12 lub hlis rov qab los ntawm 59%. (Saib Carvana Tshuag forecast)
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Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/carvana-stock-could-become-more-002700231.html