5月8日 - ** 美国银行全球研究将全球谷物贸易商Archer-Daniels-Midland ADM.N的评级从 "中性 "下调至 "表现不佳",将目标价从47美元下调至45美元
** 新目标价较该股上次收盘价下跌6
** 由于盈利环境不如预期,券商下调了 ADM 的评级;称 ADM 的业绩 (link) 带来的问题多于答案
** 尽管受益于美国对竞争原料征收关税,但持续疲软的压榨利润加剧了我们的担忧。
** 然而,券商仍然认为,宏观不确定性的增加可能会推动投资者追捧农业股
** 12 家券商中有 11 家将该股评级为 "持有",1 家为 "卖出 "或更低;PT 中位数为 49 美元--数据由 LSEG 编制
** 包括本交易日的走势在内,该股今年累计下跌 5
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