A four-decade high in inflation and rising commodities prices are sabotaging businesses. Investors are bothered, eager for companies that can maintain decent profits regardless of increased costs for production. $高盛(GS.US)$equity strategists stressed the importance of pricing power for companies when they grapple with inflation. Pricing power will become increasingly important in the face of continued inflation and cost pressu...
梅特勒-托利多股票讨论
2023Q1营收增长3.5%,营业利润增长10.7%,净利润增长8.3%。
目前市盈率34.8,市盈率TTM略降到34,并没有明显低估,缺乏吸引力。
• $美国雅保(ALB.US)$ : KeyBanc 从减持上调至行业权重
• $阿里巴巴(BABA.US)$ : 伯恩斯坦从市场表现上调至跑赢大盘——PT $130
• $Check Point软件(CHKP.US)$ : 美银证券从表现不佳的股价上调至买入
• $雪佛龙(CVX.US)$ : 汇丰银行升级为持有买入——PT $167
• $FMC公司(FMC.US)$ : KeyBanc从行业权重升级为增持-PT $122
• $奈飞(NFLX.US)$ : Stifel U...
$高盛(GS.US)$ equity strategists stressed the importance of pricing power for companies when they grapple with inflation.
Pricing power will become increasingly important in the face of continued inflation and cost pressu...
- $Indonesia Energy(INDO.US)$ +26.3%(宣布该公司已调动钻机在其占地63,000英亩的Kruh区块连续钻探2口生产井)
- $CrowdStrike(CRWD.US)$ +11.9%(2023财年展望轻而易举地超过了预期)
- $Natera(NTRA.US)$ +11.4%(将于美国东部时间3月10日上午7点举办特别投资者电话会议,以回应 “误导性的卖空报告”)
- $Marqeta(MQ.US)$ +9.8%(前景突破盈利后飙升...
• $Alpha Metallurgical(AMR.US)$ : B.Riley从中性上调至买入——PT 155美元(从143美元起)
• $Arista Networks(ANET.US)$ : 富国银行从等权重升级为增持-PT $160
• $CrowdStrike(CRWD.US)$ : BTIG升级为从中性买入——PT $257
• $IDEAYA生物科学(IDYA.US)$ : Stifel 升级为持有买入——PT 20 美元(从 27 美元起)
• $KB Home(KBH.US)$ : 摩根大通从中性上调至增持——51美元(从64美元起)
• $美国网存(NTAP.US)$ : Ba...
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