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《大行報告》美銀證券升沃爾瑪(WMT.US)目標價至200美元 強勁勢頭應延續至2025年
阿思達克 02-23 10:03
美銀證券發表報告指出,沃爾瑪(WMT.US)第四財季業績強勁,該行維持對其2025財年經調整每股盈利7美元的預測,符合指引範圍6.7至7.12美元水平,以反映對公司全年銷售增長及美國同店銷售增長預測為3%至4%、經營收入增長預測為4%至6%、以及利息支出增加和稅率提升的影響。 該行預期,沃爾瑪上半財年的銷售增長應超過經營收入增長,主要由於科技投資時機所帶來的銷售及行政支出壓力,但相信下半財年情況逆轉。展望首財季,該行估計公司經調整每股盈利1.53美元,符合1.48至1.56美元的指引範圍,銷售淨額增長4.5%。 此外,該行認為隨著消費者應對食品通脹及其他宏觀經濟不利因素,沃爾瑪雜貨業務市場份額上升,將繼續支持商店及線上交易。該行重申其「買入」評級,目標價由190美元上調至200美元,預期公司強勁勢頭應延續至2025年,對其2026財年經調整每股盈利預測為7.5美元。
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