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9月30日 - ** 摩根大通将Mondelez International 的PT值从73美元上调至82美元
** 新的PT较上一交易日收盘价溢价10.5%。
** 券商称,"在许多食品公司最近和/或可能继续错失最高利润的环境下,MDLZ强劲的有机最高利润可能会继续脱颖而出"。
** 该公司最近表示,7 月和 8 月欧洲市场 "相当不错",而美国饼干类销量正在改善,因此认为第三季度将表现强劲
** 认为季度业绩大幅增长但未上调预期可能会对股价产生负面影响,因为这可能预示着第四季度毛利率将急剧下降。
** 注意到 MDLZ 对明年已实现 COGS(商品成本) 通胀的基调持谨慎态度,因为即使可可价格下降,其同比通胀率可能仍会非常高。
** 26 家券商中有 23 家将股票评级定为 "买入 "或更高,3 家为 "持有";他们的预测中值为 80 美元。
** 截至上次收盘,该股今年累计上涨 ~2.4
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