Nike Inc (NYSE: NKE) tau mob siab rau cov tub ua lag luam xyoo no tab sis Karl Farmer (Rockland Trust) ntseeg tias zaj dab neeg mus tom ntej yuav yog qhov sib txawv.
Farmer's Bull Case rau Nike Tshuag
Cov neeg ua teb xav kom koj yuav Nike Tshuag uas yog qis dua 35% rau lub xyoo thaum lub sijhawm sau ntawv. Ua ib rooj plaub rau cov khau khau thiab cov ris tsho ua kis las ntawm CNBC's “Fais Pluas Hmo”, nws hais tias:
Consumer Direct Acceleration lub tswv yim tseem loj tuaj. Cov digital tam sim no yog 24% ntawm cov nyiaj tau los ntawm hom. Kev sib piv kev loj hlob yooj yim dua yuav tsum pom lawv mus tom ntej vim tias Tuam Tshoj kaw thiab cov teeb meem muab khoom yuav tsum muaj ob qho tib si sai sai.
Kev pom zoo pom zoo yog lwm qhov laj thawj uas nws tsim nyog rau ntawm Nike khoom.
Lub multinational yuav tsum tau tshaj tawm nws cov nyiaj txiag Q1 tau tshwm sim lub lim tiam tom ntej. Kev pom zoo yog rau nws kom khwv tau 92 xees ib feem - nqis 20% xyoo-rau-xyoo.
Ntau qhov mob twb tshwm sim
Lub zog ntawm US duas yog lub ntsiab lus tseem ceeb rau Nike Inc vim nws tsim ib qho tseem ceeb ntawm nws cov nyiaj tau los ntawm sab nraud Tebchaws Meskas. Tab sis feem ntau ntawm nws, raws li cov neeg ua liaj ua teb, twb tau xav txog hauv Tshuag.
Nws yog kev sib tw. Tab sis ntau qhov mob twb hnov lawm. Koj pom qee qhov hauv Q2. Peb yuav tsum pom qee qhov ntxiv hauv Q3. Tab sis nws yuav tsum pib tig ib ncig thaum peb mus rau xyoo 2023 thiab peb xav ua qhov kev xav mus ntev ntawm qhov ntawd.
Nike muaj kev faib tawm ntawm 1.14%. Cov neeg ua liaj ua teb hawkish kev pom zoo yog nyob rau hauv txoj kab nrog Wall Street uas muaj kev pom zoo "hnyav" kev ntsuas ntawm cov khoom lag luam thiab.
Tus ncej Nike Tshuag poob 35% xyoo dhau los: yuav lub dip lossis muag lub rip? tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/09/19/should-you-buy-nike-stock-down-35/