【大摩:百事可乐(PEP.US)盈利前景、生产率改善 上调目标价至165美元】智通财经APP获悉,百事可乐(PEP.US

智通财经
21 Jul
【大摩:百事可乐(PEP.US)盈利前景、生产率改善 上调目标价至165美元】智通财经APP获悉,百事可乐(PEP.US)发布第二季度业绩后,摩根士丹利发布研报对其进行点评。大摩指出,百事可乐第二季度业绩向好以及上调了 2025 年全年每股收益指引(基于汇率因素),这对该公司而言显然是个利好消息,因为生产效率的提升使得每股收益的预测更加清晰明确。由于美国经济持续低迷(尽管国际业务增长稳健)以及近期股价的反弹,大摩仍维持“持股观望”评级;不过,目标价从153美元上调至165美元。

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