EBIT
【花旗首予地平线机器人买入评级 目标价4.6港元】 金十数据12月17日讯，花旗发表研究报告，首次给予地平线机器人(09660.HK)买入评级，指出该公司拥有强大的技术优势及本地化专业知识，可受惠于行业强劲增长、自身稳健客户基础，以及国内ADAS+AD芯片的渗透率上升。该行预期2026年将成为地平线机器人的发展转捩点，公司有计划2026年起大规模生产旗舰J6系列产品，目前给予目标价4.6港元，对应2028年预测市盈率为22倍，并预期2028至2030年EBIT年均复合增长率可达到32%。
时间：2024-12-17 10:51:54 市场： 综合 港股
Kroger Still Executing Well Amid Tepid Sector Backdrop, Morgan Stanley Says Kroger's (KR) margins are "being well managed within a soft consumer backdrop," but the company's upside also seems to be limited, Morgan Stanley said in a note to clients Friday.The investment firm highlighted the fact that Kroger's 2024 adjusted EPS guidance of between $4.30 and $4.50 was reiterated, while many peers in the retail sector decreased their 2024 outlooks following Q2 results.Kroger is "managing a more promotional environment well given the solid gross margin performance," the note said. "However, OG&A deleverage should weigh on EBIT margin expansion as long as comps remain below-average."Morgan Stanley noted, however, that Kroger's "fundamental investment case takes a back seat to the proposed merger" with Albertsons (ACI), which makes Kroger a "special situation until the merger is resolved."The investment firm kept Kroger's equal-weight rating and raised its price target to $58 from $57.Price:
时间：2024-09-13 23:51:06 市场： 美股 综合