卡夫亨氏拆分计划或弊大于利 -- 市场观点

投资观察
Sep 03, 2025

美东时间上午10:51 - JPMorgan分析师表示,卡夫亨氏计划中的拆分可能不会在短期内为公司股价带来显著上涨,他们指出该公司最大投资者Berkshire Hathaway对这一计划感到"失望"。分析师称,拆分后各公司的专注发展可能带来长期增长,但"我们认为随着焦点转向重新调整组织架构,管理层(和员工)可能面临分心的风险"。分析师表示,卡夫亨氏投资组合中很少有能够获得更高估值的方面,并指出该公司低利润率的新兴市场业务是公司的主要增长领域。

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