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美銀第四季看好波音、CSX 料將釋放盈利能力
9月是標準普爾500指數和納指今年表現最差的一個月,分別下跌4.9%和5.8%,道指亦下跌3.5%,9月為華爾街歷史上典型疲軟月份,美國銀行關注美股第四季有催化劑的股票,包括波音(BA.US)、石油股Occidental Petroleum(OXY.US)、鐵路股CSX(CSX.US)等。 美銀將波音列入買入名單,目標價300美元,意味較上周五(9月29日)收市價191.68美元有近57%上升空間,美銀分析師Ronald Epstein預計,波音737的需求將保持強勁,因為全球大部分客機機隊的運力仍然受到限制,雖然該股近期面臨提高生產率的挑戰,但隨著產量和盈利水準的提高,加上未來三年約170億美元、737及787庫存將減少,波音已準備好釋放大量的自由現金流。 鐵路運輸公司CSX股價較年初下跌逾2%,美銀分析師Ken Hoexter稱,CSX服務收益是贏得貨運量份額和公路貨運的關鍵成長動力,預計盈利將從第三季度開始上升,指第三季度是盈利低谷,燃油附加費上漲有助於整體定價,以及服務收益推動銷量增加。該股目標股為38美元,較上周五收市價30.75美元上升約24%。
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