智通财经APP获悉，高盛开始覆盖泰森食品(TSN.US)，予“买入”评级，目标价为67美元。高盛分析师强调，泰森的多元化业务部门——牛肉、鸡肉和预制食品——是降低盈利波动性的关键优势。
高盛认为，由于牛肉业务的盈利能力目前处于周期性低点，对于“耐心的投资者”来说，目前的股价带来入场良机。分析师指出，牛肉市场的潜在疲软似乎已在很大程度上反映在股价上，随着肉类价格企稳，公司有望获得潜在回报。短期内，泰森的鸡肉和预制食品部门的强劲表现被视为主要的增长动力。这些部门将继续受益于稳定的消费者需求和运营效率提升，增强了人们对泰森业绩前景的信心。
高盛还强调了泰森食品在管理供需波动方面的韧性。该公司的多元化模式有望在大宗商品周期和消费者模式变化中平滑利润率和盈利。这种灵活性使泰森比那些主要专注于单一肉类类别的同行更具优势。高盛表示，泰森目前的估值已经反映了牛肉市场的挑战，这为市场环境改善后的升值奠定了基础。
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