Norfolk Southern's Tshuag txuas ntxiv kev muag khoom, thiab ib tus kws tshuaj ntsuam hloov pauv

Shares ntawm Norfolk Southern Corp. tau poob txaus - thaum piv nrog rau lwm tus neeg tsav tsheb ciav hlau thiab kev lag luam dav dav - los tsim "cov ntsiab lus nkag nkag" rau cov tub ua lag luam, raws li tus kws tshuaj ntsuam Scott Group ntawm Wolfe Research.

Pab pawg tau tsa nws qhov kev ntaus nqi ntawm Norfolk Southern cov khoom lag luam kom ua tau zoo dua los ntawm cov phooj ywg ua yeeb yam. Nws lub hom phiaj-tus nqi ntawm $ 255 qhia txog 14% upside los ntawm qib tam sim no.

Norfolk Southern cov
NSC,
-1.58%

Tshuag poob 2% nyob rau yav tav su kev lag luam hnub Tuesday, kom nws nyob rau hauv txoj kev rau nws qhov qis tshaj kaw txij thaum Lub Kaum Hli 27, 2022.

Nws tau poob 11.3% txij Lub Ob Hlis 3, thaum Norfolk Southern freight tsheb ciav hlau derailed nyob rau hauv East Palestine, Ohio, coj mus rau lub tso tawm cov tshuaj lom. Lub tuam txhab tau ntsib cov pej xeem thiab kev tswj hwm kev thuam txij thaum ntawd los, uas zoo li muaj zog zuj zus txij li lub tuam txhab tshaj tawm cov peev nyiaj rau cov zej zog cuam tshuam. tsuas yog $1 lab.

Shares ntawm rivals CSX Corp.
CSX,
-1.99%

thiab Union Pacific Corp.
UNP,
-3.89%

kuj tau poob qis, los ntawm 4.9% thiab 7.6%, feem, thaum S&P 500
SPX,
-2.00%

tau poob 3.3% nyob rau tib lub sijhawm ncua.

Muaj ob peb lub laj thawj tom qab Pab Pawg qhov bullish tig. Ua ntej, nws tau sau tseg tias Norfolk Southern muaj kev pov hwm rau lub cev raug mob thiab kev puas tsuaj rau cov neeg thib peb, uas muab kev pab them nqi siab tshaj $ 75 lab thiab qis dua $ 800 lab.

"Yog tias tsis muaj kev ploj tuag, peb pom tsis muaj qhov tseeb tias qhov xwm txheej no yuav dhau $ 800 lab hauv tag nrho kev lav phib xaub, yog li peb saib qhov kev lav phib xaub siab tshaj plaws rau [Norfolk Southern] ntawm $ 75 lab," Pab Pawg tau sau ntawv rau cov neeg siv khoom.

Lub caij no, cov khoom lag luam tsis zoo cuam tshuam rau nws cov phooj ywg sib npaug rau kwv yees li $ 3.4 nphom ntawm kev lag luam poob peev, Pab Pawg tau hais tias, piv nrog qhov muaj peev xwm tshaj plaws ib zaug lav ntawm $ 75 lab.

"Yog li, qhov kev muag khoom no zoo li ua tiav, hauv peb qhov kev xav," Pawg sau.

Tsis tas li ntawd, Pab Pawg tau hais tias nws tab tom ua qauv piv rau kev ua haujlwm rau Norfolk Southern ntawm 62.4% rau 2023, uas nws tau hais tias yog "qhov phem tshaj ntawm cov tsheb ciav hlau." Kev khiav hauj lwm piv (OR) yog ib qho kev ntsuas ntawm kev ua haujlwm ntawm kev tsheb ciav hlau, yog li qhov qis feem pua, qhov zoo dua.

Norfolk qhov kev cia siab OR piv nrog 2022 LOSSIS rau CSX ntawm 59.5% thiab rau Union Pacific ntawm 60.1%.

"Peb muaj keeb kwm muaj ib qho kev qhia yooj yim heev ntawm kev ua tus tswv ntawm txoj kev tsheb ciav hlau nrog qhov phem tshaj OR, nrog rau qhov chaw feem ntau rau kev sib tw, thiab yog li [tau txais txiaj ntsig-ib-qib] kev loj hlob," Pawg sau. "[A] Thiab nyob rau hauv qhov tsis tshua muaj tshwm sim thaum txoj kev tsheb ciav hlau nrog qhov phem tshaj OR kuj tau pauv ntawm tus nqi qis tshaj, cov khoom lag luam tawm tau zoo dua yog cov khoom siv ntau dua."

Tam sim no, nrog Norfolk Southern's stock trading nrog tus nqi qis tshaj, Pab Pawg pom "ib qho tseem ceeb nkag nkag" rau cov tub ua lag luam.

Thiab thaum muaj kev tswj hwm kev pheej hmoo tshwm sim tom qab Ohio derailment, Pab Pawg tau hais tias qhov no yog qhov teeb meem rau txhua lub tuam txhab tsheb ciav hlau tsis yog tshwj xeeb rau Norfolk Southern.

Tau qhov twg los: https://www.marketwatch.com/story/norfolk-southerns-stock-extends-selloff-and-one-analyst-turns-bullish-ff484615?siteid=yhoof2&yptr=yahoo