Lululemon Athletica Inc.NASDAQ: LULU) twb poob txog 30% los ntawm nws qhov siab tshaj xyoo dhau los tab sis tus kws tshuaj ntsuam Jefferies ceeb toom tias qhov mob tseem nyob deb dhau lawm.
Lululemon Tshuag downgraded rau 'tuav'
Hnub Monday, Randal Konik tau txo qis tus neeg ua kis las khaub ncaws khw muag khoom rau "tuav" thiab tshaj tawm tus nqi lub hom phiaj ntawm $ 200 ib feem uas txhais mus rau lwm 30% downside ntawm no. Tus kws tshuaj ntsuam sau tias:
Thaum kis las khaub ncaws thiab khau khau yuav tsum tau nce ntxiv, COVID yuav ua rau muaj kev xav tau tom ntej nrog Lululemon yog ib tus neeg tau txais txiaj ntsig loj tshaj plaws. Yog li, peb pom muaj kev pheej hmoo rau kev pom zoo kwv yees ua ntej thaum kev sib tw nce thiab kev loj hlob zuj zus.
Konik tseem txhawj xeeb txog cov ntawv cog lus. Hauv nws qhov tseeb tshaj tawm lub quarterLub tuam txhab Canadian tau hais tias cov nyiaj tau los tag nrho tau nqis los ntawm 3.2% ntawm lub xyoo dhau los.
Steve Weiss pom zoo nrog dovish saib
Raws li Jefferies tus kws tshuaj ntsuam xyuas, kev txwv cov khoom siv thiab cov kev sib tw nyuaj yuav ua rau nws nyuaj rau Lululemon Athletica kom tau raws li cov nyiaj tau los kwv yees mus tom ntej. Nws poob siab rau qhov rov qab los ntawm nws $500 lab muas ntawm "Daim iav" thiab.
Lub tuam txhab npe Nasdaq tam sim no ua lag luam ntawm tus nqi me ntsis rau nws cov phooj ywg. Pom zoo rau lub bearish hu rau CNBC's "Halftime Report", Short Hills Capital Partners 'Steve Weiss tau hais tias:
Nws yog ib lub tuam txhab siv nyiaj siab heev. Lub kaus pricing thiab valuation kaus yog dissipating. Yog li, cov khoom lag luam yuav tsum nqis los ntau dua. Koj tsis yuav cov khoom lag luam vim tias qhov ntsuas tau nqis los, nws yog qhov koj xav tias nws yuav mus.
Thaum lub Kaum Ib Hlis Ntuj xyoo 2021, kev sib koom tes sib pauv ntawm txhua lub sijhawm siab ntawm $ 485.
Tus ncej Lululemon Tshuag tuaj yeem tog lwm 30% ntawm no: Jefferies tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/07/11/lululemon-stock-could-sink-another-30-from-here-jefferies/