Nyob rau hauv ib puag ncig uas muaj ntau lub suab nrov ntawm lub khw PC loj, tus kws tshuaj ntsuam Citi xav tias Dell Technologies Inc (NYSE: DELL) mus ua ib tug outperformer mus rau pem hauv ntej.
Muaj ntau upside hauv Dell Tshuag
Shares ntawm Texas-based tuam txhab twb tau nce ntau dua 20% lub lim tiam no, tab sis Jim Suva ntseeg tias muaj ntau qhov uas tuaj ntawm no. Hnub no tav su CNBC's "TechCheck", nws hais tias:
Peb xav tias Dell Technologies yuav ua tau zoo dua ntawm no vim tias lawv tau tsom mus rau kev lag luam sab ntawm txhua yam. Thiab peb tab tom pom kev sib koom tes los ntawm cov neeg siv khoom mus rau kev lag luam. Cov neeg ua haujlwm xav tau ib lub chaw ua haujlwm zoo.
Tsuas yog ob peb hnub dhau los, Dell Technologies tau tshaj tawm cov ntaub ntawv sau tseg rau nws thawj pob peev thawj lub hlis qhov ntawd tau ua tiav qhov kev cia siab ntawm Wall Street. Cov khoom lag luam tseem qis dua 15% los ntawm nws lub Ob Hlis-siab.
Dell tau nthuav dav nws txoj kev lag luam
Raws li tus kws tshuaj ntsuam Citi, Dell muaj ib qho ntug ntawm qee lub npe hauv qhov chaw no vim tias nws tau tawg mus rau ntau ntau dua li cov khoos phis tawj ntawm tus kheej xwb. Suva sau tseg:
Lawv tam sim no muaj kev pabcuam tag nrho-rau-kawg daws. Niaj hnub no, lawv tab tom muag chaw cia khoom, servers, kev sib txuas, huab, ntau yam kev ruaj ntseg thiab software. Yog tias lawv tsuas yog ua PCs, lawv tej zaum yuav ntsib cov teeb meem zoo sib xws uas cov khoom siv txuas ntxiv yog.
Nws ntaus Dell Technologies Inc ntawm "yuav" nrog tus nqi phiaj ntawm $ 65 ib feem uas sawv cev rau lwm 30% upside ntawm no. Cov khoom lag luam pauv ntawm PE ntau yam ntawm 6.80 tam sim no.
Tus ncej Citi tus kws tshuaj ntsuam piav qhia vim li cas Dell tuaj yeem 'ua tau zoo' los ntawm no tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/05/31/citi-analyst-explains-why-dell-could-outperform-from-here/