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《大行報告》美銀證券降UPS(UPS.US)目標價至156美元 評級「中性」
美銀證券發表研究報告指,UPS(UPS.US)對今年的收入和利潤率目標低於預期。該行指,由於UPS預計美國小包裹市場的銷售增長將低於1%,並且下半年國際和供應鏈解決方案市場將有所改善,將其今年EBIT預測下調12%。集團今年的收入目標為920至945億美元,並擬節省10億美元的成本,包括削減1.2萬個全職和兼職管理職位。 該行維持UPS的「中性」評級,目標價由164美元下調至156美元,又對其盈利前景持更保守態度,分別下調今明兩年的盈測13%和8%,即將今年的預測由每股9.65美元降至8.4元,而明年則由10.8美元下調至9.95美元。
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