Kev nce nqi yog pom tseeb hnyav ntawm qhov chaw zaub mov tam sim no thiab rau, Piper Sandler, nws yog qhov laj thawj txaus kom txo qis rau Tyson Foods Inc (NYSE: TSN) thiab Kellogg Company (NYSE: K) hnub Tuesday.
Tus kws tshuaj ntsuam ceeb toom Tyson Foods tuaj yeem swb ntxiv 10%
Nyob rau hauv tsab ntawv ceeb toom tag kis no, tus kws tshuaj ntsuam Michael Lavery tau txo qis Tyson Foods mus rau "qis dua" nrog tus nqi phiaj ntawm $ 81 uas sawv cev rau 10% downside ntawm no. Yav dhau los, nws muaj PT ntawm $87 ntawm Tshuag.
TSN yuav tsum qhia nws Q2 tau lub lim tiam tom ntej. Lavery pom kev nce nyiaj nce siab rau lub tuam txhab Springdale lub hauv paus vim nws tuaj yeem txuas ntxiv thawb cov neeg siv khoom txiav rov qab rau cov nqaij. Tus kws tshuaj ntsuam sau tias:
Ntau tshaj 60% tau pib yuav tsawg dua ntawm cov khoom noj khoom haus vim tias kev nce nqi, 48% ntawm cov neeg tau txiav rov qab rau cov nqaij. Thaum TSN muaj kev cuam tshuam rau ntau qhov chaw ntawm tus nqi saw, cov neeg siv khoom poob qis yuav muaj kev cuam tshuam tsis zoo rau cov nyiaj tau los thiab cov paj tau paj.
Lavery pom downside rau $62 hauv Kellogg Company
Hauv ib daim ntawv cais, tus kws tshuaj ntsuam Piper Sandler kuj tau txo qis Kellogg Lub Tuam Txhab rau hnub Tuesday kom "tsis hnyav" thiab hais tias cov khoom lag luam tuaj yeem swb ntxiv 8.0% ntawm no mus rau $ 62 ib feem.
Lavery tau pom zoo tias kev muag khoom noj khoom haus tsis raug kev nyuaj siab rau tam sim no, tab sis hais tias Asmeskas cov neeg muaj ntau lub tebchaws tseem tsis tau rov zoo los ntawm 2021 cuam tshuam. Nws sau tias:
Kellogg tsis muaj lub zog zoo dua tam sim no, tom qab muaj kev cuam tshuam los ntawm nws qhov kev tawm tsam 2021 ntawm lub sijhawm thaum nws zoo li yuav ntsib kev lag luam nrawm dua, uas tuaj yeem ua rau nws nyuaj rau kev sib koom.
Kellogg tau teem sijhawm tshaj tawm nws cov txiaj ntsig Q1 thaum lub Tsib Hlis 5th. Cov khoom lag luam yog nce 4.0% rau lub xyoo.
Tus ncej Piper Sandler tau txo qis ob lub tuam txhab khoom noj niaj hnub no tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/05/03/piper-sandler-downgraded-two-food-companies-today/