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美股異動 | 美國美盛盤前走弱 富國銀行予目標價47美元低於收盤價
格隆匯1月19日丨美國美盛盤前跌1.3%,報46.45美元。富國銀行近日首次覆蓋美股市場的一些化肥類以及農作物保護產品類股股票,這些標的包括CF Industries(CF.US)、FMC Corporation(FMC.US)、Corteva(CTVA.US)、Nutrien(NTR.US)以及美國美盛(MOS.US),其中對於前三者的首予評級均為“增持”。該分析師首予美國美盛“持有”評級,目標價為47美元,略低於該股的最新收盤價(47.060美元)。Garchitorena表示,他預計化肥價格將進一步正常化直至徹底穩定下來。他認為,美國美盛計劃在2023年底前將低成本鉀肥生產速度提高150萬噸,這令他感到鼓舞,但該公司暫時削減Colonsay鉀礦產量的決定反映出短期的市場需求前景左若,並且公司無限期推遲了增產的時間。

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