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10月30日 - ** Mondelez International 尽管周二发布了 (link) 好于预期的第三季度财报,但仍维持对有机净收入增长和每股收益的年度预测 。
** 股价在下跌 2% 至 67.80 美元后,在午盘 交易中上涨 ~1
** 至少 四家券商下调了股票的预测价格
至少四家券商 下调该股的目标价
** 杰富瑞将 PT 值从 84 美元下调至 80 美元, 称 由于西非暴雨,2024/2025 年 可可收成结果不太确定,而该公司预期今年将有收成盈余,2026 年价格将正常化
** TD Cowen(PT:83 美元) 称,每股收益和利润率的增长是个好消息,但目前 还不清楚它们是否反映了可可成本通胀的时间点,可可成本通胀可能还没有完全体现出来。
** Piper Sandler将预测值从 74 美元上调至 84 美元,假设 MDLZ 收购中国冷冻蛋糕公司 Evirth 后年收入增加约 3亿美元,则 2026 年利润将增加
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