Ib qho kev xav tau rau lub logistics loj thiab cov khoom siv sib txuas hauv lub sijhawm ntawm kev lag luam thoob ntiaj teb yog yuav luag muab, thiab qhov no yog qhov uas Wesco International (NYSE: WCC) nkag mus rau qhov chaw hauv kev muab cov kev pabcuam zoo li no.
Cov tswv lag luam ntawm lub tuam txhab muaj peev xwm muaj laj thawj luag nyav zoo li nyob rau hauv rau lub hlis dhau los, cov khoom lag luam tau nce 10.40%, thaum S&P 500 Performance index tau poob kuj raws nraim 10.40%.
Tsis tas li ntawd, hauv qhov tseeb cov nyiaj tau daim ntawv qhia txog, lub tuam txhab tsim $ 4.93 billion ntawm cov nyiaj tau los, nce 22% xyoo-rau-xyoo (YoY), ntaus kwv yees li $ 310 lab. Ib yam li ntawd, cov nyiaj tau los ntawm ib feem (EPS) yog $ 3.63, ntaus kwv yees li $ 1.39.
WCC Daim Ntawv Qhia thiab Kev Ntsuam Xyuas
Feem ntau, cov khoom lag luam ntawm lub tuam txhab tau muaj kev ruaj khov 2022, uas tsis tuaj yeem hais txog ntau cov khoom lag luam hauv S & P 500. Kev sib pauv pauv hauv lub Tsib Hlis tau pom cov ntim tseem ceeb, thiab cov khoom lag luam tau tua lub Kaum Ib Hlis tsis kam tshaj $ 141.
Tam sim no, shares pauv saum toj no txhua hnub Yooj Yim Khiav Tawm Ntawm Averages, tej zaum qhia tau hais tias ib qho kev nce qib uas cov khoom lag luam yuav rov sim dua qib siab dua $ 141.
Tsis tas li ntawd, cov kws tshuaj ntsuam xyuas ntawm Wall Street pom tias qhov kev yuav khoom muaj zog, kwv yees tias qhov nruab nrab ntawm 12 lub hlis tom ntej tus nqi yuav ncav cuag $ 183.75, sawv cev rau qhov muaj peev xwm nce ntawm 38.90% los ntawm tus nqi tam sim no ntawm $ 132.29.
Muaj kev loj hlob
Ib yam tseem ceeb, lub tuam txhab nrhiav lub ntiaj teb no distributor ntawm kev sib txuas lus thiab kev ruaj ntseg cov khoom nyob rau hauv Anixter, nyob rau hauv Lub rau hli ntuj 2020. Qhov kev yuav khoom no yuav pab tau lub tuam txhab nyob rau hauv nws cov cross-muag synergies thiab kev rau siab rau cov kev pab cuam ntxiv, uas yuav tsum tau txhim kho margins.
Tsis tas li ntawd, lub tuam txhab kev tswj hwm cia siab tias kev muag khoom rau tag nrho xyoo 2022 yuav nce 12% mus rau 15%, uas yuav ua rau lawv loj hlob lawv cov paj los ntawm 7.3% mus rau 7.6%. Qhov no tag nrho tuaj yeem txhais ua $ 1.54 billion hauv cov nyiaj tau los kho ua ntej paj paj, se, depreciation, thiab amortization (EBITDA).
Rounding nws tag nrho
Hauv qhov tseem ceeb, Wesco tau dhau los ntawm qee qhov kev hloov pauv tseem ceeb hauv ob peb xyoos dhau los, tau txais ntau lub tuam txhab uas tuaj yeem haum zoo hauv lawv cov ntaub ntawv ntawm kev muab khoom.
Nws zoo li yog tias nws yuav nyuaj dua los txiav txim rau lub tuam txhab kev ua haujlwm keeb kwm vim yog cov khoom lag luam no, vim tias cov nyiaj tshiab ntawm cov khoom tseem tsis tau ua rau lub sijhawm txuas ntxiv.
Txawm li cas los xij, yog tias lub tuam txhab txuas ntxiv nws qhov muag thiab cov paj tau paj, kev loj hlob tseem ceeb tseem tuaj yeem nyob hauv daim npav rau WCC. Tsis ntev los no, lub tuam txhab ua Oppenheimer daim ntawv teev ntawm cov tuam txhab yuav ua tau zoo tshaj hauv 2022, uas tuaj yeem ua rau cov tub ua lag luam muaj kev thaj yeeb nyab xeeb.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/this-small-cap-stock-has-outperformed-the-sp-500-index-in-the-past-6-months/