Nws yog nyob rau hauv cov khib nyiab pov tseg rau flashy tech stocks, thiab lub sij hawm los tso bets rau cov laus-timers. Qhov tsawg kawg nkaus zoo li yog Jim Cramer cov lus qhia tseeb rau cov tub ua lag luam. Tus tswv tsev paub zoo ntawm CNBC's 'Mad Money' program hais tias cov tub ua lag luam yuav tsum lees txais "qhov tseeb tshiab" uas cov npe thev naus laus zis raug txwv tsis pub nyob ib sab hauv kev pom zoo ntawm cov khw muag khoom ntau vintage sau.
"Nws yog kev ua pauj ntawm tus neeg saib xyuas qub tam sim no, nyob ntawm no," Cramer hais. "Txhua yam kev tho txawv, cov tuam txhab ua lag luam tau rov qab ua lag luam thaum cov digitizers thiab cov cuam tshuam raug hlawv."
Cramer tau muab cov npe ntawm cov npe uas nws xav tias cov tub ua lag luam yuav tsum lean mus rau hauv thiab ua raws nws cov kauj ruam, peb poob rau hauv TipRanks database thiab rub tawm cov ntsiab lus ntawm ob ntawm nws xaiv. Puas yog Street cov kws tshuaj ntsuam xav tias Cramer cov neeg xaiv tsa ua kev xaiv peev zoo tam sim no? Cia peb kawm paub.
Raytheon yees (RTX)
Yog tias peb tab tom tham txog "tus neeg saib xyuas qub," ces thawj Cramer xaiv peb yuav saib yeej haum rau daim nqi. Tsim ib puas xyoo dhau los, Raytheon Technologies yog ib lub tuam txhab loj tshaj plaws hauv kev lag luam thiab kev tiv thaiv hauv ntiaj teb thiab muaj kev lag luam-cap ntawm $ 141 billion.
Lub tuam txhab muab cov tshuab thev naus laus zis thiab kev pabcuam rau tsoomfwv, tub rog, thiab cov neeg siv khoom lag luam thoob plaws ntiaj teb. Nws txoj kev lag luam muaj 4 qhov loj: Collins Aerospace Systems, Pratt & Whitney, Raytheon Intelligence & Space, thiab Raytheon Missiles & Defense. Raytheon loj npaum li cas? Zoo, nws muaj 174,000 tus neeg ua haujlwm ntawm kev them nyiaj, yog li loj heev.
Cov lus pom zoo ntawm tus nqi nws muab yog ib qho koj xav tias yuav tiv thaiv nws los ntawm qhov tsis zoo ntawm kev ua lag luam tam sim no, thiab qhov tseeb thaum feem ntau tau raug kev txom nyem ntawm tes ntawm 2022 tus dais, cov khoom lag luam tau nce 13% xyoo-rau-hnub, deb tawm ntawm S&P 500's 21% poob.
Uas tau hais tias, nws tsis yog txhua yam kev caij nkoj. Lub tuam txhab plam qhov kev cia siab saum toj kawg nkaus hauv nws qhov tsis ntev los no tau tshaj tawm Q3 cov txiaj ntsig. Ntawm $ 17 nphom, daim duab tuaj hauv $ 250 lab txaj muag ntawm cov kws tshuaj ntsuam kwv yees. Cov teeb meem Macro hnyav rau qhov kev xav ib yam nkaus, nrog lub tuam txhab txo nws cov kev kwv yees muag rau lub xyoo los ntawm thaj tsam ntawm $ 67.75 - $ 68.75 billion rau 67.0 - $ 67.3 billion.
Txawm li cas los xij, tiv thaiv cov kev tsis zoo no, cov txiaj ntsig profile zoo li zoo. Raytheon xa tawm adj. EPS ntawm $1.21, ntaus Txoj Kev $1.14 hu los ntawm $0.07. Nyob rau tib lub sijhawm, lub tuam txhab tau nce tag nrho lub xyoo adj. EPS kev pom zoo los ntawm $ 4.60 - $ 4.80 txog $ 4.70 - $ 4.80.
Raws li befits grand dame ntawm kev ua lag luam, Raytheon them cov nyiaj faib ua kom ntseeg tau. Cov nyiaj them txhua lub hlis twg tam sim no sawv ntawm $ 0.55 uas txhua xyoo rau $ 2.20 thiab tau txais 2.3%.
Thaum cov khoom lag luam tau dhau los ua lag luam xyoo no, Morgan Stanley's Kristine Liwag xav tias cov Tshuag tseem tsis txaus siab txaus.
"Peb txuas ntxiv pom kev nce qib hauv RTX kev lag luam aerospace kev lag luam raws li kev lag luam tom qab muag tseem yog qhov chaw ci ntsa iab nrog cov dav hlau txuas ntxiv mus ntxiv lub peev xwm thiab thoob ntiaj teb kev tsheb khiav mus txog ~ 65% ntawm 2019 qib (Lub Yim Hli YTD 2022 vs. Lub Yim Hli YTD 2019). Peb kuj pom kev lag luam ua tus tau txais txiaj ntsig los ntawm kev nce qib ntawm Boeing thiab Airbus, "Liwag xav.
"Raws li qhov cuam tshuam rau RTX qhov kawg kev lag luam, peb pom cov khoom lag luam qis qis hnub no ua lag luam ntawm ~ 17x peb 2023E EPS. Qhov no tso cov khoom lag luam ntawm cov luv nqi ntshiab rau cov phooj ywg tiv thaiv thiab tsis xav txog qhov loj ntawm upside los ntawm kev lag luam aerospace rov qab, "tus kws tshuaj ntsuam ntxiv.
Raws li, Liwag rated RTX shares ib qho hnyav (piv txwv li Yuav) thaum nws $ 119 tus nqi lub hom phiaj ua chaw rau ib xyoos kev loj hlob ntawm 24%. (Saib xyuas Liwag cov ntaub ntawv teev tseg, nias ntawm no)
Zuag qhia tag nrho, peb tab tom saib ntawm no ntawm cov khoom lag luam nrog Kev Pom Zoo Kev Pom Zoo. RTX muaj 11 tus kws tshuaj ntsuam xyuas ntawm cov ntaub ntawv, suav nrog 8 Yuav thiab 3 Tuav. (Saib RTX Tshuag forecast ntawm TipRanks)
Boeing (BA)
Los ntawm ib qho A&D loj heev mus rau lwm qhov. Qhov thib ob Cramer qub tsev kawm ntawv pom zoo yog Boeing. Lub tuam txhab, uas yog Asmeskas tus xa khoom loj tshaj plaws, tsim cov dav hlau ua lag luam nrog rau cov tshuab chaw, cov khoom siv dav hlau thiab cov cuab yeej tiv thaiv.
Boeing yog ib qho ntawm cov khw lag luam loj heev tab sis, raws li tau sau tseg zoo, tau muaj nws txoj kev ncaj ncees ntawm cov teeb meem nyob rau ob peb xyoos dhau los, tsis tsawg kawg yog ob lub 737 Max sib tsoo nyob rau xyoo 2018 thiab thaum ntxov 2019 uas ua rau cov neeg caij dav hlau yuav luag ob. xyoo. Lub tuam txhab kuj yuav luag poob lag luam thaum muaj kev sib kis.
Yog li, ob peb xyoos dhau los tau me ntsis ntawm slog thiab thaum lub tuam txhab tsis tau txais kev cia siab hauv nws cov lus tshaj tawm peb lub hlis twg thiab ib zaug ntxiv txiav nws qhov kwv yees ntawm 737 cov khoom xa tuaj, txhua yam feem ntau zoo dua - ntau lub dav hlau twb tau xa los ntawm lub tuam txhab hauv 2022 tshaj li txhua xyoo 2021. Tsis tas li ntawd, A&D loj tom kawg tau tshaj tawm qhov kev txiav txim tshiab los ntawm Emirates - tus neeg siv khoom tseem ceeb hauv Middle East.
Lwm qhov, BA's Investor Day tsis ntev los no yog ib qho kev nyiam. Lub tuam txhab tau hais tias nws cia siab tias yuav muaj nyiaj pub dawb ntawm $ 1.5 billion- $ 2 nphom rau xyoo 2022. Qhov kev pom zoo kwv yees tsuas yog $ 670.3 lab.
Ntawm cov kev hloov pauv txoj hauv kev yog Morgan Stanley's Kristine Liwag (tseem npog RTX), uas ntseeg tias qhov phem tshaj yog tom qab lub tuam txhab.
"Peb tau tawm ntawm Boeing's Investor Day nce ntxiv qhov zoo ntawm cov khoom lag luam vim tias lub tuam txhab tau muab cov ntsiab lus tsis txaus ntseeg txog kev txhawb nqa rau txoj hauv kev pom thiab ntseeg tau rau $ 10bn ntawm cov nyiaj ntsuab pub dawb ... Qhov tseeb rau peb yog tias txawm tias Boeing muaj ntau txoj haujlwm ua (stabilizing cov saw hlau xa khoom, xa cov dav hlau los ntawm cov khoom muag, npaj rau tus nqi sib tw tom ntej hauv BCA, thiab lwm yam) qhov phem tshaj yog tom qab lub tuam txhab thiab peb tam sim no nyob rau hauv ib lub sij hawm zoo ntawm cov nyiaj pub dawb. Peb tab tom kwv yees nyiaj pub dawb ntawm $ 8.9bn hauv 2025 thiab $ 9.1bn hauv 2026, "Liwag sau.
"Peb lees paub tias Boeing yog ib zaj dab neeg 'qhia rau kuv' thiab tuaj yeem muaj kev cuam tshuam rau peb qhov kev kwv yees yog tias lawv ntsib qhov tseem ceeb," tus kws tshuaj ntsuam Morgan Stanley tau sau tseg.
Qhov no txhais li cas rau cov tub ua lag luam? Liwag sticks nrog qhov hnyav dua (piv txwv li, Yuav) kev ntsuam xyuas ntawm Boeing shares, thaum nws $ 213 tus nqi lub hom phiaj qhia txog ~ 27% upside ib xyoos txij li tam sim no.
Tig tam sim no mus rau tus so ntawm Txoj Kev, qhov twg tus kws tshuaj ntsuam pom zoo ntsuas cov khoom lag luam ib nrab Yuav, raws li 11 Yuav, 3 Tuav thiab 1 Muag. (Saib Boeing Tshuag kwv yees ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, ib lub cuab yeej uas sib sau tag nrho ntawm TipRanks 'kev pom kev ncaj ncees.
Tsis kam lees: Cov tswvyim uas hais hauv tsab xov xwm no tsuas yog los ntawm cov kws tshuaj ntsuam tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog qhov tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua ib qho peev txheej.
Tau qhov twg los: https://finance.yahoo.com/news/jim-cramer-says-keep-eye-184421592.html