BUZZ-券商观点:UPS尚未摆脱困境7月29日 - ** 联合包裹服务公司(United Parcel Service, UPS.N)周二将年度营收 (link) 和利润预期上调至高于华尔街预期的水平,此前该公司完成了一项为亚马逊(Amazon.com)AMZN.O 减少数百万件包裹配送的计划,得益于强劲的国内需求,公司业务已重回增长轨道。
增长势头放缓
** 摩根大通(评级“中性”,目标价:115美元) 表示,他们对UPS的结构性变革持积极态度;并补充道:“尽管下半年实现强劲增长并非遥不可及,但该公司第三季度的开局速度低于此前预期”
** 摩根士丹利(评级“减持”,目标价:76美元) 认为UPS面临结构性风险,因为亚马逊、区域竞争、劳动力成本以及运量不确定性继续对前景构成压力
** 斯蒂费尔证券(“买入”,目标价:115美元) 指出:“尽管这一路走得坎坷且非线性,但从大多数角度来看,UPS已实现了既定目标:构建了一个更精简、更高效的网络,尽管期间经历了诸多贸易中断和宏观经济波动的冲击”
** Stephens(“超配”,目标价:130美元) 预计受定价韧性和国际业务季节性因素支撑,下半年表现将优于上半年
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