BUZZ-TD Cowen 将 Expeditors 评级下调至 "卖出",并下调预期利润率

Reuters
14 Oct 2024

((自动化翻译由路透提供,请见免责声明 ))

10月14日 - ** TD Cowen 将物流供应商 Expeditors International of Washington 的评级从 "持有 "下调至 "卖出"。

** 将预期评级从112美元下调至106美元,较该股上次收盘价下跌约14

** 称EXPD的前景恶化,因为来自红海和港口罢工的暂时支撑将消失

** 外来因素对货代市场的支撑已被证明是暂时的,短期的港口罢工和对红海拥堵的适应现阶段正在进行中"--经纪公司

** 经纪商称,在海运能力不断增长的情况下,该公司恢复到 COVID 之前的利润率应受到挑战

** 10家券商对该股的评级为 "持有",7家为 "卖出 "或更低评级;其PT中值为115.50美元--LSEG数据

** 截至上次收盘,该股今年累计下跌 3.3

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