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摩通:認為其近期不利因素將消退 將星巴克(SBUX.US)的評級從中性上調至增持
格隆匯 03-16 20:11
格隆匯3月16日丨摩通將星巴克(SBUX.US)的評級從“中性”上調至“增持",認為其近期不利因素將消退。並給星巴克2022年12月目標股價為101美元。摩通分析師John Ivankoe表示,隨着時間的推移,新冠疫情時期的限制措施將得到緩解,就像世界上幾乎所有其他地方一樣。IVankoe還稱,向越來越廣泛和頻繁的客户羣加價總是會帶來風險,但該品牌仍應保持其‘平價奢侈品’地位。目前股票估值或有‘更多上漲空間而不是下跌,即使短期走勢的催化劑難以捉摸,但投資者應考慮均值迴歸和估值本身,以推動股票跑贏大盤。
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