Tsev Depot Inc (NYSE: HD) tab tom ua lag luam poob rau hnub Tuesday tom qab tshaj tawm qhov muag tsis muaj zog tshaj li qhov kev cia siab rau nws lub quarter thib plaub.
Home Depot teeb meem kev coj noj coj ua
Cov khoom lag luam tau txais kev cuam tshuam vim tias cov khw muag khoom tau hais txog kev ua lag luam nruj, kev cuam tshuam ntawm cov khoom lag luam, thiab kev nce nqi raws li nws tau tshaj tawm cov lus qhia kev saib xyuas ib yam.
Lub Tsev Depot tam sim no tau hu rau kwv yees li 5.0% poob ntawm nws cov nyiaj tau los ntawm ib feem ntawm lub xyoo no, thaum kev muag khoom nws hais tias yuav zoo li tsis hloov pauv piv rau 2022. Hauv kev sib piv, Txoj Kev tau cia siab tias yuav nce 0.1% thiab nce 0.4% raws li. Raws li Brian Nagel - Senior Analyst ntawm Oppenheimer:
Thawj 2023 kev taw qhia zoo li muag me ntsis uas yog qhov cuam tshuam txog kev sib tw ntau dua. Tab sis HD yog lub tuam txhab ntse heev. Lawv to taub yuav ua li cas coj qhov chaw lawv tuaj yeem xa thiab tuav cov lus qhia. Muaj huab cua ntawm conservatism ntawm no.
Peer Walmart kuj tau tshaj tawm cov nyiaj tau los peb lub hlis twg hnub no raws li Invezz tshaj tawm NO.
Tam sim no yog lub sijhawm los yuav Tsev Depot Tshuag?
Tsis tas li ntawd rau hnub Tuesday, Lub Tsev Depot tau tshaj tawm 10% nce hauv nws cov nyiaj faib rau peb lub hlis twg rau $ 2.09 ib feem. Ntawm CNBC's "Squawk Box”, Nagel kuj tau hais tias:
Qhov kev txhawj xeeb yog tias kev lag luam txhim kho hauv tsev tau qeeb. Peb tab tom pom qhov kev hloov pauv tom qab kis thoob qhov qub. [Tab sis] HD muaj ib daim ntawv tshuav nyiaj li cas. Yog li, nws yooj yim rau lawv los muab cov nyiaj faib tawm.
Tus kws tshuaj ntsuam Oppenheimer pom zoo tias cov tub ua lag luam yuav Home Depot Tshuag ntawm qhov tsis muaj zog. Nws lub hom phiaj $ 400 tus nqi qhia tias ze rau 35% upside ntawm no.
Tsev Depot Q4 cov nyiaj tau los snapshot
- Cov nyiaj tau los tau luam tawm ntawm $ 3.36 billion piv rau xyoo dhau los $ 3.35 billion
- Cov nyiaj tau los ntawm ib feem tau nce xyoo ib xyoos los ntawm $ 3.21 txog $ 3.30
- Net muag tau nce 0.3% tsuas yog rau $ 35.83 nphom raws li ib qho xovxwm tso tawm
- FactSet kev pom zoo yog $ 3.28 ntawm EPS ntawm $ 35.97 billion ntawm kev muag khoom
- Tus nqi ntawm kev muag khoom nce 0.2% thiab tag nrho cov paj tau txhim kho 10 lub hauv paus ntsiab lus
- Kev muag khoom sib piv tau poob 0.3% piv rau 0.3% nce ntxiv
- Cov khoom muag khoom muag tau nqis 3.2% piv rau lub quarter dhau los
Lub Tsev Depot muab cov neeg ua haujlwm nce ib teev
Raws li Home Depot, nws yuav siv $ 1.0 nphom los muab kev nce rau nws cov neeg ua haujlwm teev. Oppenheimer's Nagel ntxiv:
Qhov ntawd qhia tau tias lawv tseem muaj lub sijhawm nyuaj kom tau txais cov neeg ua haujlwm. Yog li, qhov ntawd yog lub cim ntxiv ntawm kev ua lag luam nruj, tsawg kawg hauv ntu ntawm kev lag luam.
Tsev Depot Tshuag tam sim no poob 5.0% rau lub xyoo.
Tau qhov twg los: https://invezz.com/news/2023/02/21/buy-home-depot-stock-despite-weak-guidance/