nah bro GME ALL THE WAY TO THE_老虎社区_美港股上老虎

2021-03-09

nah bro GME ALL THE WAY TO THE MOOOOOON🚀🚀🚀

Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>

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Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152903264","media":"Barrons","summary":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to t","content":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.<blockquote>看到科技抛售的机会，高盛周一将三只软件股加入了公司的信念买入名单：Salesforce.com、微软和Coupa Software。</blockquote> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.<blockquote>分析师卡什-兰根（Kash Rangan）在一份研究报告中说，微软（股票代码：MSFT）和 Salesforce（CRM）“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，数字化转型支出将超过整体 IT 预算。</blockquote> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”<blockquote>“同样，我们认为 Coupa (COUP) 将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是 2021 年加速增长的故事，这为稳定的正向收入修正奠定了良好的基础，因此也会重新评级倍数”。</blockquote> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”<blockquote>Rangan 补充说，Coupa 提供了 “一个庞大的潜在市场、高准入门槛和长期可持续增长”。</blockquote> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.<blockquote>在微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”<blockquote>“他写道：”我们看到了营收持续两位数增长和利润率持续扩张的途径。“此外，我们的谈话表明，微软 Azure 越来越多地被列为大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&amp;A continues to weigh on the stock,” he writes.<blockquote>至于 Salesforce，Rangan 指出，自 11 月底宣布计划收购 Slack 以来，该股已下跌 19%。“他写道：”由于该股的交易价格约为我们 2022 年日历销售额预期的 6.5 倍，我们认为投资者情绪将继续低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购潜在稀释的担忧继续打压该股。</blockquote> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”<blockquote>但 Rangan 指出，Salesforce 的交易价格与同行相比 “有相当大的折扣”，在他所报道的所有大型软件公司中，Salesforce 的销售倍数是最低的。他认为风险/回报 “在目前的水平上仍然很有吸引力”。</blockquote> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.<blockquote>Rangan 对 Coupa 的目标价为 413 美元，对 Salesforce 和微软的目标价为 315 美元。</blockquote> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.<blockquote>周一，Coupa 下跌 6.4%，至 267.55 美元，Salesforce 下跌 1.4%，至 207.72 美元，微软下跌 1.8%，至 227.39 美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，收购微软、Salesforce 和 Coupa。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-09 17:13\n\n</h4>\n</header>\n<article>\nSeeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.<blockquote>看到科技抛售的机会，高盛周一将三只软件股加入了公司的信念买入名单：Salesforce.com、微软和Coupa Software。</blockquote> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.<blockquote>分析师卡什-兰根（Kash Rangan）在一份研究报告中说，微软（股票代码：MSFT）和 Salesforce（CRM）“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，数字化转型支出将超过整体 IT 预算。</blockquote> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”<blockquote>“同样，我们认为 Coupa (COUP) 将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是 2021 年加速增长的故事，这为稳定的正向收入修正奠定了良好的基础，因此也会重新评级倍数”。</blockquote> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”<blockquote>Rangan 补充说，Coupa 提供了 “一个庞大的潜在市场、高准入门槛和长期可持续增长”。</blockquote> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.<blockquote>在微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”<blockquote>“他写道：”我们看到了营收持续两位数增长和利润率持续扩张的途径。“此外，我们的谈话表明，微软 Azure 越来越多地被列为大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&amp;A continues to weigh on the stock,” he writes.<blockquote>至于 Salesforce，Rangan 指出，自 11 月底宣布计划收购 Slack 以来，该股已下跌 19%。“他写道：”由于该股的交易价格约为我们 2022 年日历销售额预期的 6.5 倍，我们认为投资者情绪将继续低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购潜在稀释的担忧继续打压该股。</blockquote> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”<blockquote>但 Rangan 指出，Salesforce 的交易价格与同行相比 “有相当大的折扣”，在他所报道的所有大型软件公司中，Salesforce 的销售倍数是最低的。他认为风险/回报 “在目前的水平上仍然很有吸引力”。</blockquote> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.<blockquote>Rangan 对 Coupa 的目标价为 413 美元，对 Salesforce 和微软的目标价为 315 美元。</blockquote> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.<blockquote>周一，Coupa 下跌 6.4%，至 267.55 美元，Salesforce 下跌 1.4%，至 207.72 美元，微软下跌 1.8%，至 227.39 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COUP":"Coupa Software Inc","MSFT":"微软","CRM":"赛富时","CPNG":"Coupang, Inc."},"source_url":"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152903264","content_text":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.\n“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”\nRangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”\nOnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.\n“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”\nAs forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.\nBut Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”\nRangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.\nOn Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.","news_type":1,"symbols_score_info":{"COUP":0.9,"CRM":0.9,"MSFT":0.9,"CPNG":0.9}},"isVote":1,"tweetType":1,"viewCount":597,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329722271"}