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《大行報告》美銀證券:沃爾瑪(WMT.US)季績勝預期 評級「買入」
阿思達克 02-21 10:04
美銀證券發表報告指,沃爾瑪(WMT.US)第四季度每股盈利為1.8美元,高於該行預期的1.61美元和市場預期的1.64美元。重申其「買入」評級,因為數字廣告、WMT+會員和第三方市場及全媒體服務費的增長,應能支持銷售增長快於成本增長,除了銷售組合措施外,在工資、定價、供應鏈及自動化方面的投資都有助提高長期盈利能力。目標價為190美元。 美銀證券預計,隨著消費者繼續控制食品雜貨的通脹、疫情後食品福利(SNAP)減少及學生貸款恢復償還,消費者購買更便宜的貨品、食品雜貨份額增加,將繼續支持沃爾瑪的商店和線上交易。
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