속이 꽉 찬 양파같은 Applied Materials (BofA Securities 콘퍼런스 요약)
https://blog.naver.com/bboyanaga/222765072045
https://blog.naver.com/bboyanaga/222765072045
NAVER
속이 꽉 찬 양파같은 Applied Materials (BofA Securities 콘퍼런스 요약)
기존 CFO가 2021년에 Adobe Inc.로 이직하면서 관둔 이후 마침내 신임 CFO가 부임했다.
ST마이크로일렉트로닉스(STM): 삼성전자가 인수하고싶어하는 기업?
https://blog.naver.com/hodolry/222765080691
https://blog.naver.com/hodolry/222765080691
NAVER
ST마이크로일렉트로닉스(STM): 삼성전자가 인수하고싶어하는 기업?
안녕하세요 호돌이입니다.
모건스탠리 말보로 보유한 최대 담배회사 Altria group 매도로 하향
- 치솟는 원가와 불경기시 더 저렴한 브랜드로 소비자들이 갈아탈 가능성
- 밸류에이션도 높은 편인 만큼 하락장에 안전하지 않다
- 주가는 -8% 하락
Morgan Stanley lowered its rating on Altria Group (NYSE:MO) to Underweight from Equal-weight on broad macroeconomic concerns.
The firm anticipates greater pressures from rising gas prices and weaker consumer sentiment will weigh on cigarette volumes and enhance trade-down risk.
"The market may continue to move toward a more defensive positioning, but we see risk-reward skewed to the downside given the combination of near-term fundamental pressures and our longer-term concerns about MO's cigarette portfolio, limited RRP offering, and PM's pending SWMA acquisition," warned analyst Pamela Kaufman.
- 치솟는 원가와 불경기시 더 저렴한 브랜드로 소비자들이 갈아탈 가능성
- 밸류에이션도 높은 편인 만큼 하락장에 안전하지 않다
- 주가는 -8% 하락
Morgan Stanley lowered its rating on Altria Group (NYSE:MO) to Underweight from Equal-weight on broad macroeconomic concerns.
The firm anticipates greater pressures from rising gas prices and weaker consumer sentiment will weigh on cigarette volumes and enhance trade-down risk.
"The market may continue to move toward a more defensive positioning, but we see risk-reward skewed to the downside given the combination of near-term fundamental pressures and our longer-term concerns about MO's cigarette portfolio, limited RRP offering, and PM's pending SWMA acquisition," warned analyst Pamela Kaufman.
SeekingAlpha
Altria Group, Inc. (MO) Stock Price Today, Quote & News
A high-level overview of Altria Group, Inc. (MO) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.