Xyoo tas los xaus rau ntawm daim ntawv sau tseg rau PayPal (PYPL) Tshuag; nyob rau hauv 3 lub hlis dhau los, shares tau poob 28% ntawm lawv cov nqi. Nrog rau 2022 tam sim no nce thiab khiav, cov tub ua lag luam yuav cia siab tias cov khoom lag luam tuaj yeem rov qab tau nws cov footing.
Thaum RBC's Daniel Perlin tseem nyob hauv cov nyiaj them digital loj ntawm lub ces kaum, tus kws tshuaj ntsuam xav tias lub tuam txhab txoj kev xav yuav tsum tau hloov kho rau nws tus qauv PayPal. "Peb tau koom ua ke zoo dua rau hauv peb cov qauv kev tswj hwm cov lus hais txog qhov nyuaj comps xav tau nyob rau hauv FY22, muab tso tseg tso tawm hauv FY21, uas yuav tsum rov qab mus rau cov qauv zoo dua hauv FY22," tus kws tshuaj ntsuam 5 lub hnub qub piav qhia.
Yog li ntawd, Perlin txo nws cov FY22 adj. EPS kwv yees li ntawm $ 5.42 txog $ 5.07 thiab txo qis adj. EBITDA kwv yees los ntawm $ 8.42 billion rau $ 7.95 billion.
PayPal tus nqi poob qis yog tsis muaj qhov tshwj xeeb hauv qhov chaw them nyiaj; Feem ntau ntawm nws cov phooj ywg tau pom "khoom siv ntau qhov kev cog lus," thaum ntau cov khoom lag luam loj hlob 'tus nqi tau raug hammered thaum muaj kev ntshai ntawm kev nce nqi thiab nce paj paj.
Yog li ntawd, nrog rau qhov txo qis FY22 kwv yees, kuj tseem muaj tus nqi phiaj txiav rau cov Tshuag. Daim duab poob rau $ 230 los ntawm $ 298, thiab tam sim no qhia tias kev sib koom yuav nce 23% nyob rau lub sijhawm ib xyoos. (Saib xyuas Perlin's track record, nias ntawm no)
Txawm hais tias lub hom phiaj tshiab "zoo dua cuam tshuam txog pawg neeg sib tw," Perlin tsis txhais tau tias poob qis ntawm PayPal.
"Peb ntseeg tias peb qhov kev tshawb fawb tseem tsis hloov pauv, nyob rau hauv qhov PYPL tseem yog cov cuab yeej cuab tam tsis tau nyiaj, yog li kev koom nrog cov neeg siv khoom nce, yog li yuav tsum muaj peev xwm ua kom tau nyiaj," tus kws tshuaj ntsuam sau. "Tsis tas li ntawd, peb ntseeg tias FY22 yuav nyob twj ywm rau xyoo hloov pauv, raws li cov qauv zoo li qub rov tshwm sim, xws li qhov sib npaug ntawm kev lag luam e-lag luam & kev siv nyiaj hauv ntiaj teb, kev tsim qiv nyiaj thiab txo qhov cuam tshuam los ntawm eBay qhov yob tawm."
Perlin xav tias muaj ob peb lub catalysts uas tuaj yeem pab tsim cov shares siab dua nyob rau lub sijhawm ze; Kev nrawm nrawm ntawm kev saws me nyuam tuaj yeem txhawb kev loj hlob, kev sib koom tes tshiab nrog cov neeg ua lag luam loj tuaj yeem pab kev xav, thaum lub peev nyiaj xa mus rau M&A kuj tseem tuaj yeem "ua kom muaj kev loj hlob saum toj kawg nkaus."
Tig tam sim no mus rau tus so ntawm Txoj Kev, qhov twg PayPal tseem garners kev txhawb nqa ntawm feem ntau cov kws tshuaj ntsuam; Cov khoom lag luam Strong Buy consensus rating is based on 27 Buys, 4 Holds and 1 Sell. Ntxiv mus, tus nqi nruab nrab lub hom phiaj tseem yog ib qho optimistic; ntawm $ 266.8, daim duab tau teeb tsa los muab nqi zog rau cov tub ua lag luam nrog cov nyiaj rov qab ntawm 42% xyoo tom ntej. (Saib PayPal Tshuag tsom xam ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov kev lag luam tawm ntawm cov khoom lag luam zoo saib, mus saib TipRanks 'Cov Khoom Zoo Tshaj Plaws los yuav, ib qho khoom siv tshiab tshaj tawm uas ua ke tag nrho ntawm TipRanks' kev nkag siab sib npaug.
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/paypal-long-term-investors-win-172824118.html