菲利普莫里斯国际公司

2023年7月29日

2023年7月28日下午7:28扎克研究日报提出我们的分析师团队最好的研究成果。今天的研究日常功能的新研究报告16个主要股票,包括家得宝,Inc .)、菲利普莫里斯国际公司和IBM公司的这些研究报告已经精心挑选大约70今天发布的报告我们的分析师团队。家得宝(Home Depot)的股价已经落后于竞争对手劳氏(+ 4.3%和+ 17.5%)和大盘(+ 4.3%和+ 20.1%,标准普尔500指数)在今年迄今时期,反映零售商的风险担忧周期性的力量。说,该公司一直见证显著受益于“家得宝”的执行投资计划,其重点是扩大供应链设施、技术投资和增强的数字体验。相互关联的零售战略和底层技术基础设施一贯帮助提高网络流量在过去几个季度。该公司仍在跟踪战略投资建立一个专业的生态系统。然而,HD 2023财年第一季度发布糟糕表现。结果影响更广泛的跨业务的压力,由软化的需求与期望。木材价格的通缩和不利的天气也伤害结果。高清2023财年也提供了一个保守的观点。 Shares of Philip Morris have outperformed the Zacks Tobacco industry over the past year (+7.0% vs. +5.0%). The company has been benefiting from its solid pricing power. Higher pricing variance was an upside to the company’s performance in the second quarter of 2023 and is likely to remain a driver. A focus on reduced-risk products, especially IQOS, has been working well for the company, which is witnessing a continued product mix shift from cigarettes to smoke-free products. These upsides are likely to boost organic revenues in the full-year 2023. However, Philip Morris has been battling cost-related headwinds. The company expects to make additional growth-oriented investments in 2023, which may impact margins. Also, soft cigarette shipment volumes and volatile currency movements have been concerns. In full-year 2023, cigarette shipment volumes are expected to decline by 1.5-2.5%. Shares of IBM have outperformed the Zacks Computer – Integrated Systems industry over the past year (+15.7% vs. +12.3%). The company is witnessing solid net sales growth in the software segment driven by healthy hybrid cloud adoption and solid demand trends across RedHat, automation, data in AI and security. Strong foundation of research and innovation, a broad portfolio that caters to various industry requirements and diverse global market presence set it apart from its competitors. IBM is also poised to benefit from the Watsonx platform. However, declining trends in the infrastructure vertical are hurting top-line growth. Intense competition from other established players in cloud services is putting pressure on margins. A highly-leveraged balance sheet and integration risk due to frequent acquisitions are other concerns. Other noteworthy reports we are featuring today include NVIDIA Corp. and Delta Air Lines, Inc.