Evercore ISI：短期前景欠佳预计联邦快递(FDX.US)、联合包裹(UPS.US)利润将下滑

智通财经2022-08-22

智通财经APP获悉，近日，Evercore ISI分析师Jonathan Chappell及其团队发表研报，将联邦快递(FDX.US)列入“战术落后股票名单”(Tactical Underperform List)，但维持“增持”评级，并将联合包裹(UPS.US)评级由“增持”下调至“持有”。Evercore ISI在报告中表示，预计这两家快递巨头将在近期的发展道路上遇到挫折。其中，该行预计，...

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FedEx (FDX.US) and UPS (UPS.US) are expected to decline in profits","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FDX":1,"UPS":1},"content_text":"智通财经APP获悉，近日，Evercore ISI分析师Jonathan Chappell及其团队发表研报，将联邦快递(FDX.US)列入“战术落后股票名单”(Tactical Underperform List)，但维持“增持”评级，并将联合包裹(UPS.US)评级由“增持”下调至“持有”。Evercore ISI在报告中表示，预计这两家快递巨头将在近期的发展道路上遇到挫折。其中，该行预计，联邦快递的每股收益将出现下降，因为在过去两个月，联邦快递两次下调了其内部宏观预期，这表明宏观前景未能缓解对短期每股收益的担忧。“因此，基于近期每股收益估计风险和此前市场低迷时更高的beta值，将联邦快递列入战术落后股票名单。”不过，Evercore ISI仍然长期看涨联邦快递，因为该行认为联邦快递最终将在3年(及以后)由成本导向定价制转变为价格导向成本制，并指出其市盈率相对于大盘及其最接近的同行具有吸引力。而对于联合包裹，Chappell及其团队认为，宏观背景可能会限制其国内和国际包裹量的复苏，并可能对2022年下半年和2023年的每股收益预期造成压力。除此之外，Evercore ISI还就该股在近期几个时间段相对明显的优异表现发出警告。“的确，在此前的市场波动时期，联合包裹在某种程度上可以说是一只相对防御性的避险股票，但鉴于在宏观风险下我们对该股明年低于行业平均EPS增长的预期，以及该股已经大幅跑赢行业，如果股市再次出现更广泛的担忧，该股相对市盈率出现收缩的概率可能会更大。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2261254023"}

Evercore ISI：短期前景欠佳 预计联邦快递(FDX.US)、联合包裹(UPS.US)利润将下滑

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Evercore ISI：短期前景欠佳预计联邦快递(FDX.US)、联合包裹(UPS.US)利润将下滑