市场观察:聚焦Capital One的支出前景

路透中文
Jul 22
BUZZ-市场观察:聚焦Capital One的支出前景

7月22日 - ** 资本一号金融公司(Capital One Financial, COF.N)周二公布第二季度利润增长 (link),这得益于其信用卡业务带来的利息收入增加

消费者健康状况保持稳健

** BTIG(维持“买入”评级,目标价:259美元) 表示,投资者未来仍将重点关注COF的支出及其未来运营态势

** 派杰(Piper Sandler)(“超配”,目标价:254美元) 表示:“尽管本季度受信贷业务推动,每股收益超出预期,但COF核心盈利能力的走势总体上仍符合我们的预期”

** 杰富瑞(Jefferies)(评级“买入”,目标价:300美元) 指出,在客户韧性十足及消费趋势向好的支撑下,信贷增长依然强劲

** 花旗集团(“买入”,目标价:310美元) 指出:“市场实际上是在寻找一个锚点,而非质疑投资回报率,因为当前削减开支的做法似乎有悖于把握Discover、Brex及传统COF所带来的、或许是未来最大的机遇组合”

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