BUZZ-雷蒙德-詹姆斯(Raymond James)下调零担运输的预期利润率,原因是需求依然低迷

Reuters
18 Sep 2024

((自动化翻译由路透提供,请见免责声明 ))

9月18日 - ** 雷蒙德-詹姆斯(Raymond James)将零担货运公司XPO 的目标价从135美元下调至130美元;将Old Dominion Freight Line 的目标价从209美元下调至205美元;将Saia 的目标价从465美元下调至461美元。

** 经纪公司称:"需求反弹的预期继续被推向右侧,因为工业市场提供了......对快速增长拐点的有限乐观预期。

** 雷蒙德-詹姆斯(Raymond James)表示,2024 年的总体吨位已与工业生产恢复一致,并预计这种情况将长期保持下去。

** 该经纪公司补充说:"由于 24 年第三季度前两个月零担运输的总吨位低于预期,人们肯定会担心有人会'打破等级',导致定价不合理。

** 年初至今,XPO 增长 25.5%;ODFL 下降 4%;SAIA 增长 0.03

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