Cleveland-Cliffs Inc Tshuag (NYSE: CLF) tau nce ntau dua 10% rau hnub Thursday tom qab JPMorgan tus kws tshuaj ntsuam xyuas lub tuam txhab mining nws "sab saum toj" hauv qhov chaw steel.
Cleveland-Cliffs Tshuag tuaj yeem nce mus txog $ 44
Michael Glick rov hais dua CLF ntawm "kev ua tau zoo" tag kis no thiab tsa nws lub hom phiaj rau $ 44 uas sawv cev rau lwm 35% upside ntawm no. Nws cia siab tias Cleveland-Cliffs yuav tau txais txiaj ntsig los ntawm Ukraine tsov rog uas tuaj yeem pom cov nqi steel nce siab txog $ 1,500 ib tuj xyoo no. Tus kws tshuaj ntsuam JPMorgan tau sau tias:
Russia qhov ntxeem tau ib hlis dhau los yuav luag tam sim ntawd teeb tsa npauj npaim cuam tshuam thoob plaws cov khw muag khoom hlau. Yog tias peb tsis pom qhov rov pib dua hauv Dub hiav txwv xa tawm nyob rau lub hlis tom ntej, uas yog peb lub hauv paus rooj plaub, nws nyuaj rau pom dab tsi yuav muab qhov kev thov ntawd hauv North America uas tau npaj kom loj hlob.
Glick kuj nyiam lub tuam txhab Ohio vim nws txuas ntxiv mus them nws cov nuj nqis kiag li.
Jim Lebenthal pom zoo nrog qhov kev pom zoo
On CNBC's "Halftime Report", Cerity Partners 'Jim Lebenthal, uas muaj CLF ua txoj haujlwm loj tshaj plaws ntawm nws cov ntaub ntawv, pom zoo nrog kev hu xov tooj thiab hais tias:
CLF tau ua $ 588 lab ntawm EBITDA thaum Lub Ib Hlis. Cov kws tshuaj ntsuam kwv yees rau Q1 EBITDA yog $ 1.30 billion. Lawv tau ua yuav luag ib nrab ntawm qhov kev kwv yees thaum Lub Ib Hlis, thaum cov nqi hlau tau poob siab. Tam sim no tshaj tawm Ukraine, thaum tus nqi nce siab, lawv yuav tshuab cov kwv yees tawm ntawm dej.
Nyob rau hauv nws cov nyiaj txiag lub quarter thib plaub, Cleveland-Cliffs ntau dua ob npaug ntawm nws cov nyiaj tau los ntawm ib lub xyoo dhau ib xyoos rau $ 5.30 billion.
Tus ncej Cleveland-Cliffs Tshuag tus nqi kwv yees: JPMorgan pom 35% upside tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/03/24/cleveland-cliffs-stock-price-forecast-jpmorgan-sees-a-35-upside/