Nhau uye Makomendi
Zvinoenderana nemhedzisiro yezuro yekutengesa kwezuro, US stock indexes yakaratidza maitiro akanaka. Iyo yepamusoro masimba airatidza migove yemakambani emakambani emakambani ekuchengetedza mamiriro ekuchengetedza maonero akanaka evanoisa mari yetarisiro yeindasitiri. Pakati pemakambani makuru emakapu mushure mekunge marara masimba kubva pakutanga kwegore (Njodzi dzekusimbisa matanho) muGrady: FB) uye Google (GOOGL) Tarisiro yeVashandi musika mugore razvino.Mukomiti yemari yeUS Seneti, kunzwa kwakatungamirwa kuzivikanwa kwaJanet Yellen kune iyo Post yeMuranda weMufundisi wemari. Maererano nezvirevo zvevamwe maseneta, nhoroondo yeYellen inogona kubvumidzwa neChina. Munguva yekutaura, Janet Yellen akacherekedza kudikanwa kwekuwedzera kwekuwedzera kwekuita kuti vatsigire mabhizinesi madiki uye epakati-yehukama, hutano hurumende dzehurumende. Mukutaura kwekunzwa, Yellen akapinza kutya kwevaseneta pakukura kwechikwereti cheveruzhinji, "mumamiriro ezvinhu akanyanya kuwanda mitengo, tinoona izvozvo, kunyangwe hazvo huwandu hwechikwereti hwakaenzana nehupfumi, mutoro unofarira hauna kuwedzera. "
Makambani US
General Motors (NYSE: GM) yakazivisa kubatana kwakaitwa neMicrosoft Corporation (NASDAQ: MSFT) Cruise Kupatsanurwa, kuvandudza matekinoroji asina kudzikama. Sechikamu chekudyidzana kwekudyidzana kuchashandisa azure gore rima ruva. Microsoft ichave zvakare investor mune inotevera kutenderera kweCruise Capital capital rara pamadhora mazana maviri emadhora Shares akapindura ne9% kukura, kunyangwe kushaya tsika dzakananga mari.
Nguva pfupi yadarika, motoroni general anogovera masimba akanaka kwazvo (+ 20% kubvira pakutanga kwegore) kwete pakudzoka kwekutengesa kwemotokari, asiwo nehutungamiriri hwekambani yakamboregeredzwa nevanoisa mari. General Motors Kukurudzira Kunokurudzirwa Kunodzokorora, kubva pamutengo wazvino ($ 55) yatopfuura mutengo wakanangidzirwa we $ 44.
Bank of America (NYSE: BAC) yakaburitswa mhedzisiro ye 4K20. Iyo purofiti pane mugove waive $ 0.6, iyo iri 11% yakakwira kupfuura kubvumirana kwekubvumirwa uye 16% yakakwira kune / k. Roe Bank yakura ne120 BP K / K nekuda kwemitengo yakagadzikana yengozi uye yakaderedzwa mari yekugadzira. Iyo muzana marunda akagadzikana ku / k, sevanokwikwidza vepedyo.
Kukura kwezviratidzo zvezviyero kwaive kune imwe yeakanakisa muzvikamu (zvinhu zvakasimuka ne3% kusvika / k, deposits - na 5.5%). Ini handisati ndisina chokwadi mukufungidzira kwakasimba kwemhedzisiro yeBank yeAmerica ye 4K20 isina kusarerekera. Pasinei nenyaya yekuti EPS yakapfuura fungidziro yekubvumirana, mari yebhangi haina kusvika kufanotaura nekuda kwesimba rekusasimba kwekomisheni uye mari yekutengesa. Pfungwa yakanaka yaingowedzera kudzoreredzwa kwemoe.
Citi (NYSE: C) Yakataurwa muna 20Q20 Net Pubhrowa Yakatangira Pre-Crisis Cuthis Eps yakawedzera ne52% kusvika / k, yakapfuura kufanotaura kwekubvumirwa. Mari yekuwedzera ku / k yakapihwa ne zero njodzi kukosha (citi restored reserves ye $ 46 miriyoni). Mari yemari yakasimba haina kusvika kuFoensus Forecast. Kana iyo yakagadzikana mubereko marangi akatsigira mari yemubhadharo, mari yemisheni yakawa ne12% nekuda kwekudzora mari kubva mukutengesa uye kuchengetedzwa.
2020 Yakava muyedzo weCiti, pamwe chete neyese Banking Banking Banking Banking. Iyo purofiti yemabhangi yakadzikira ne14% nekuda kwekukwira kwekukosha kwengozi, yaive 2.3% mumhedzisiro ye2020 (inopfuura 2 times yakakwira kupfuura g / g). Ini ndinoongorora mhedzisiro yebhangi zvine mwero. Kushaya simba kwezvinhu zvisina-mhindu-mari yakaomeswa yakaoma. Zvakangodaro, zvakakodzera kucherechedza zvinoverengeka: Nim wakarega kuderera ku / k, mutengo mungozi wava zero, unoratidza kukwana (kunyange mamwe matsvuku ezvekuchengetera nzvimbo yeDambudziko). Izvi zvichave nemhedzisiro yakanaka pane bank purofiti muna 1p21.
Delta Air Lines (NYSE: DAL) yakapa zvemari zvirevo zve 4K20. Mari yakapfuura zvinotarisirwa kufanotaura kwekubvumirwa kwe $ 380 miriyoni uye yakasvika $ 3.97 bhiriyoni (kudonha ne 65.3% y / y). Chinhu chemutoro cheiri ndege yaive pa25%, zvakanyanya kutyisa kupfuura kubvumirana mune 49,2%. Nhamba iripo yeMeseri yaive padanho re36.57 (kuderera kwe44% y / y) kupokana netarisiro dzemakore 33.45 vakapedza gore kubva ku $ 16.7 bhiriyoni. MunaDecember, iko kusimuka kwemari kubva kuDhawrence of ndege uye ndege dzakaderera dzeMitambo yaive 50% yakaderera pakupera kwaMbudzi, kana ichida kudiwa kwemhepo yakadonhedza zvakapusa nekuda kweiyo dengic.
Mukuwedzera kwegore rekutengesa rakasvika pamabhiriyoni emadhora zana, ayo ari 66% yakaderera kupfuura gore rakapera. Mari yekushandisa yakadzikira ne40% uye yakasvika mabhiriyoni emadhora zana nemakumi masere nemasere. Mari kubva kuApaza yekufambisa yakadzikira nemakumi manomwe muzana. Management anofanotaura kudonha muRevenue mune yekutanga kota ne60-65% inoenzaniswa neyekutanga kota ye19009, asi inotarisira kudzorera zvakanyanya kutakura kwemhepo muhafu yechipiri ye2021.
Kazhinji, kutaurwa kwacho hakuna kwazvakarerekera. Izvo zvisina kunaka kubva pane zvakaderera pane zvaitarisirwa pakutanga, ndege dzakaremerwa nekuderera kwemari yekushanda uye kuderera kwechiitiko chemari kusvika kumadhora gumi nemaviri pazuva. Kubva pane izvo zvakanaka, zvinogona kucherechedzwa kuti zvirongwa zvekambani kuzadzisa zororo-kunyangwe point muhari kuyerera ku3k21. Management zvakare yakazivisa nekukurumidza kupfuura zvaimbotarisirwa, kudzoreredza bhizinesi ndege mumakore anouya.
Zvakakodzera kucherechedza iyo mutengo wekudzikisa, iyo mushure mekupera kweiyo dengic ichakwanisa kuunza kambani kune yakakwira marongero mukuenzanisa, asi mumaonero angu, zvinotevera kutanga kutaura nezvazvo, nekuti 1k21 haina kutarisirwa kuve nekuvandudza zvakanyanya zviratidzo (zvichienzaniswa ne 4k20) nekuda kwekukura kwakasimba muchiitiko checivid-19 muUS uye mamiriro emwaka.
Kana iri kudzoreredzwa kwekufamba kwebhizinesi, ini ndiri kusava nechokwadi nezve chirevo chekutangisa, uye maererano nezvandakafungidzira, ne20027, zvinobva kuBhizimusi Kufamba ndichangove 90% ye1909 chiratidzo. Iko kupihwa kwezvinhu zveshuwa pane maakaundi ($ 16.7 mabhiriyoni), ayo anobvisa zvinetso zvebasa rakakura Zvinoenderana nekutaura, ini ndinowedzera mutengo wakanangidzirwa kubva ku $ 32.6 pane iyo $ 36.6 Pamari 1 chete nekubudirira kuita iyo yekudzora mari yekudzora, asi panguva imwe chete yandinosimbisa kurudziro yakafukidza Mukutsiva zvazvino zvengozi dzekudzoreredzwa kwenguva refu dzisingabvumirwe.
Verenga zvinyorwa zvepakutanga pane: mari.com