Pab pawg pacific (UNP) Hnub Sunday tau tshaj tawm txog kev tswj hwm kev sib koom ua ke rau hnub Sunday, tom qab tus tswv tsev nyiaj txiag tau thov kev hloov pauv thawj coj. Qhov kev txav mus los raws li kev tsheb ciav hlau cov khoom lag luam tau khaws qhov poob mus rau qhov tsawg kawg nkaus hauv Lub Ob Hlis txawm tias muaj Norfolk yav qab teb (NSC) Kev puas tsuaj hauv Ohio. Union Pacific Tshuag tau nce hnub Monday.
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Soroban Capital Partners hnub Sunday tau tshaj tawm rau pej xeem kom tshem tawm txoj kev tsheb ciav hlau tus thawj coj, Lance Fritz. Ib tsab ntawv los ntawm New York-based hedge fund tau kwv yees tias kev hloov pauv mus rau 'zoo tshaj plaws hauv chav kawm' kev coj noj coj ua yuav ua rau muaj ob npaug ntawm Union Pacific cov nqi lag luam nyob rau ob xyoos tom ntej.
Soroban kwv yees Union Pacific cov nyiaj tau los ntawm ib feem ntawm $ 18 hauv 2025. Qhov ntawd yuav sawv cev 59% EPS kev loj hlob piv rau 2022. Nws tseem yog 24% ntau dua li cov kws tshuaj ntsuam '2025 kev pom zoo kwv yees ntawm $ 14.46 ib feem, raws li FactSet.
Soroban nyiam yav dhau los Tus Thawj Saib Xyuas Haujlwm Jim Vena rau txoj haujlwm. Cov peev nyiaj hedge hais tias nws muaj $ 1.6 billion ceg txheem ntseeg hauv UNP - kwv yees li 0.76% ntawm cov khoom lag luam zoo tshaj UNP, raws li FactSet.
"Txawm li cas los xij, tsis zoo li cov neeg koom nrog kev koom tes uas tuaj nrog ntau qhov kev thov, Soroban tsuas muaj ib qho nug - txhim kho cov thawj coj tshiab uas tuaj yeem tau txais cov tsheb ciav hlau ua haujlwm nyab xeeb thiab raws sijhawm," tsab ntawv hais.
Union Pacific teb rau hnub Sunday. Lub tuam txhab tau hais tias pawg thawj coj yuav nquag tshawb nrhiav tus CEO tshiab "leej twg yuav los ua txoj haujlwm hauv 2023."
"Union Pacific tau ua kuv lub tsev rau 22 xyoo thiab kuv ntseeg siab tias tam sim no yog lub sijhawm zoo rau Union Pacific tus thawj coj tom ntej los ua tus thawj coj," Fritz tau hais hauv nqe lus. "Kuv tos ntsoov yuav ua haujlwm nrog Pawg Thawj Coj thaum peb txheeb xyuas peb tus CEO tom ntej los coj Lub Tuam Txhab mus rau yav tom ntej."
Union Pacific Stock Retakes Support
Union Pacific Tshuag bolted 10% siab dua rau 212.16 thaum lub sijhawm kev ua lag luam hnub Monday. Qhov ntawd ua rau UNP sib koom rov qab siab dua lawv 200-hnub txav nruab nrab, tseem ua rau saum toj ntawm txoj kab nqes qis.
Kev lag luam thoob plaws ntiaj teb, cov tub ua lag luam zoo li tau ua raws li kev tsheb ciav hlau cov khoom lag luam txawm tias Lub Ob Hlis Ntuj Norfolk Southern tsheb ciav hlau derailment nyob rau sab hnub tuaj Palestine, txog 50-mais qaum teb sab hnub tuaj ntawm Pittsburgh.
Thaum Lub Ob Hlis thaum ntxov, Norfolk Southern 150-rail tsheb tsheb ciav hlau, thauj khoom phom sij, derailed nyob rau hauv nplaim taws thaum hla dhau lub nroog Ohio sab hnub tuaj ntawm East Palestine. Tsib ntawm lub tsheb derailed nyob rau sab hnub tuaj Palestine tau nqa cov tshuaj vinyl chloride, ib hom roj.
Muaj cov lus ceeb toom ntawm cov tsiaj poob mob, cov ntses tuag tshwm hauv cov dej thiab cov neeg nyob hauv qhov muag kub hnyiab.
Union Pacific Headlines S&P 500 Winners Hnub Monday
EPA nres East Palestine khib xa khoom
Hnub Sunday, Lub Chaw Haujlwm Saib Xyuas Kev Tiv Thaiv Ib puag ncig Asmeskas (EPA) tau hais kom Norfolk Southern kom tsis txhob xa cov khoom pov tseg pov tseg los ntawm qhov chaw sib tsoo kom cov tub ceev xwm tuaj yeem tshuaj xyuas txoj hauv kev thiab cov chaw rau cov tshuaj lom neeg txaus ntshai. EPA tshaj tawm cov khoom siv phom sij "tau thiab txuas ntxiv tso tawm rau saum huab cua, cov av saum npoo av thiab cov dej saum npoo av."
Railroad Tshuag Norfolk Southern Tshuag poob qis 6.5% thaum Lub Ob Hlis thaum Union Pacific Tshuag tau nce 4.7% tom qab hnub Monday qhov nce siab. CSX (CSX) tau tuav zoo tiaj tus, nqis 0.5%.
Ntawm Canada txoj kev tsheb ciav hlau, Canadian Pacific (CP) tau poob 1.6% ntawm lub hli, thaum Lub Tebchaws Canada Railway (CNI) muaj 2.1% poob. Ntawm tag nrho, IBD's Transportation-Rail kev lag luam pab pawg tau poob ib ncig ntawm 1.7% ntawm lub xyoo, raws li MarketSmith tsom xam.
Thov ua raws li Kit Norton ntawm Twitter @KitNorton rau kev pab them nqi ntxiv.
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Tau qhov twg los: https://www.investors.com/news/union-pacific-stock-potential-to-double-after-ceo-ousted-railroad-stocks-steady-after-ohio-disaster/?src=A00220&yptr=yahoo