Domino's Pizza Inc.NYSE: DPZ) nyob ze nws lub xyoo-rau-hnub qis rau hnub Friday yog npaj rau kev rov qab los muaj txiaj ntsig nyob rau kaum ob lub hlis tom ntej, hais tias Andrew Strelzik. Nws yog Senior Analyst ntawm BMO Capital Markets.
Domino cov Tshuag tau nce mus txog $ 430 ib feem
Nws xav kom koj nqis peev hauv cov khoom no ntawm qhov tsis muaj zog vim nws muaj upside rau $ 430 ib feem - txog 35% upside ntawm no.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam? Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Lwm yam tshaj li qhov muaj txiaj ntsig zoo nkauj, Strelzik yog bullish ntawm cov cim ntawm kev ua haujlwm ntawm kev ua lag luam. Nws daim ntawv tshawb fawb nyeem:
Peb txoj kev ntseeg siab tau nce ntxiv hauv DPZ lub peev xwm los daws cov teeb meem ntawm cov neeg ua haujlwm tsav tsheb. Cov ntaub ntawv tab tom pib qhia tias muaj peev xwm nthuav dav cov neeg ua haujlwm muaj peev xwm los txhawb Domino cov neeg ua haujlwm rov qab yog tias kev lag luam tseem qeeb.
Nyob rau hauv nws cov qhov tseeb tshaj tawm lub quarter, Michigan-based tuam txhab tau nyiaj tau los zoo dua li qhov kev xav tau tab sis cov nyiaj tau los poob qis ntawm Txoj Kev kwv yees ntawm kev tsav tsheb tsis txaus thiab cov nqi siab dua.
Domino cov Tshuag muaj cov nyiaj tau los ntawm 1.33%.
Feem ntau ntawm cov xov xwm phem twb raug nqi nyob rau hauv
Kev tshawb fawb cov neeg siv khoom tsis ntev los no tseem taw tes rau kev siv zog txuas ntxiv ntawm Pizza, qhia txog kev txhawj xeeb ntawm "Pizza qaug zog" yog overblown.
Strelzik ntseeg tau tias qhov kev txhawj xeeb tseem ceeb twb raug nqi rau hauv Domino cov Tshuag uas tau nqis txog 40% piv rau qhov pib ntawm 2022.
Domino cov khoom lag luam tam sim no ua lag luam ntawm 17x 2023E EBITDA, qis dua li 17.5x trough ntau yam hauv tsib lub xyoos dhau los yog qhov txaus siab thiab muab qhov txaus nyiam txaus ntshai / khoom plig tiv thaiv qhov cuam tshuam ntawm kev cia siab qis dua.
Cov khoom lag luam hwm zoo uas ua rau "digital" thiab qhov tseem ceeb tshaj plaws, cov nyiaj tau los muaj zog, yog lwm cov laj thawj vim li cas nws tau hloov kho Domino cov khoom lag luam kom "ua tau zoo dua" rau hnub Friday.
Ua lag luam nyob rau hauv crypto, stocks, ETFs & ntau dua hauv feeb nrog peb tus neeg nyiam ua haujlwm, eToro.
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68% ntawm cov khw muag khoom CFD tso nyiaj poob