大行评级|杰富瑞:上调克罗格评级至“买入” 目标价升至73美元

港股那点事
03 Dec 2024

杰富瑞将食品零售商克罗格的评级从“持有”上调至“买入”,目标价从54美元上调至73美元。分析师称,10月份克罗格的人流量趋势有所改善,而燃料业务作为“增量”,目前在结构上比疫情大流行前更有利可图。

即使与竞争对手Albertsons 250亿美元的合并没有实现,克罗格仍将保留其筹集的105亿美元债务中的60亿美元,并可能将其用于股票回购,从而提高每股收益。如果交易成功,克罗格有机会实现更多协同效应,从而更好地与沃尔玛好市多亚马逊竞争。8月,美国联邦贸易委员会以杂货价格可能飙升为由,主张阻止合并。(格隆汇)

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