Deere Tshuag tau txais kev hloov kho dua tshiab, tab sis tus kws tshuaj ntsuam no nyiam qhov sib tw zoo dua

Ntawv loj

JP Morgan

tsa nws qhov kev ntaus nqi rau

Deere

Tshuag rau Tuav los ntawm Muag, tab sis nws tsis yog tias tus kws tshuaj ntsuam tau hloov lub siab. Lwm tus neeg tab tom taug qab cov khoom tam sim no.

Qhov ntawd yuav yog vim li cas kev sib koom tsis tau txais kev txhawb nqa loj dua rau hnub Monday. Deere Tshuag tau nce txog 0.8% hauv kev ua lag luam ua ntej, thaum yav tom ntej ntawm S&P 500 thiab Dow Jones Muaj Nruab Nrab ob leeg tau nce txog 0.2%.

Txawm li cas los xij, Deere Tshuag tsis tshwm sim xav tau pab hnub no. Kev cia siab rau kev muag khoom ntawm tsheb laij teb thiab lwm yam khoom siv ua liaj ua teb saib muaj zog.

JP Morgan tus kws tshuaj ntsuam Tami Zakaria, uas tau txais kev pabcuam rau tus kws tshuaj xyuas ntev Ann Duignan ob peb hlis dhau los, hloov lub txhab nyiaj hu. "Tom qab tau txais kev pab them nqi ntawm Machinery, Engineering & Kev tsim kho kev lag luam thaum lub Ib Hlis Ntuj lig, peb tab tom hloov kho peb cov kev xav txog kev ua lag luam kawg thiab cov lus pom zoo hauv Tshuag," Zakaria tau sau hauv tsab ntawv tshaj tawm hnub Monday.

Nws ntxiv Buy-rated Deere phooj ywg 

AGCO

(

AGCO

) rau JP Morgan cov npe tsom, tshwj tseg rau tus broker cov tswv yim zoo tshaj plaws, thiab hloov kho Deere "muab peb txoj kev ntseeg tias Ag upcycle yuav txuas ntxiv mus txog 2023 uas tau tsav los ntawm cov xwm txheej tam sim no ntawm thaj chaw thiab cov nqi nplej siab, nrog rau cov khoom lag luam tsis tu ncua."

Teb Chaws Asmeskas cov nplej, taum pauv, thiab pob kws cov nqi nce li ntawm 38%, 27% thiab 25%, feem, xyoo rau hnub tim. Cov Russia ntxeem tau ntawm Ukraine yog qhov laj thawj loj vim li cas.

Pab pawg JP Morgan cov khoom lag luam ntseeg tias Ukrainian pob kws cov qoob loo yuav poob 40% xyoo dhau los, sau Zakaria. Nees nkaum feem pua ​​ntawm Ukrainian hom qoob loo cog rau lub caij ntuj no dhau los no yuav tsis raug sau rau lub caij nplooj ntoo hlav no, nws hais. Kuj tseem muaj qhov teeb meem ntawm boycotts ntawm Lavxias teb sab nplej, uas suav txog kwv yees li 16% ntawm kev xa tawm thoob ntiaj teb.

Tus nqi siab dua txhais tau tias Asmeskas thiab European cov neeg ua liaj ua teb tuaj yeem tau txais nyiaj ntau dua rau lawv cov qoob loo, uas txhais tau tias lawv yuav muaj ntau dua los siv rau cov khoom siv.

Cov yam tseem ceeb no tau tshwm sim hauv Deere's thiab AGCO tus nqi Tshuag, rau qee qhov. Los rau hnub Monday trading, Deere shares tau nce txog 27%, thaum AGCO Tshuag tau nce txog 28%.

Kwv yees li 64% ntawm cov kws tshuaj ntsuam xyuas suav nrog AGCO Tshuag tus nqi shares Yuav, thaum lub cev piv rau Deere yog kwv yees li 60%. Cov nruab nrab Kev yuav-kev ntsuas piv rau cov khoom lag luam hauv S&P yog li 58%.

Kev ntsuas yuav yog vim li cas. AGCO Tshuag yog saib me ntsis ntxiv. Deere cov khoom lag luam tau kwv yees li 17 npaug kwv yees cov nyiaj tau los rau xyoo tam sim no, thaum AGCO muag txog li 11 zaug.

Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]