{"id":5717,"date":"2023-08-11T08:52:29","date_gmt":"2023-08-11T08:52:29","guid":{"rendered":"https:\/\/global.fxoro.com\/?p=5717"},"modified":"2025-02-06T09:36:56","modified_gmt":"2025-02-06T09:36:56","slug":"actiunile-nike-un-caz-pentru-investitii","status":"publish","type":"post","link":"https:\/\/thewallstreetfan.com\/ro\/actiunile-nike-un-caz-pentru-investitii\/","title":{"rendered":"Ac\u021biunile Nike: Un caz pentru investi\u021bii?"},"content":{"rendered":"

Nike (simbol bursier: NKE) a avut o c\u0103dere \u00een acest an cu 8,2%, 2023 fiind afectat de un stoc mare de marf\u0103, cerere insuficient\u0103, \u00eencetinirea pie\u021bei chineze \u0219i concuren\u021ba din partea m\u0103rcilor precum On \u0219i Hoka. Obiectivele sale par tot mai ambi\u021bioase, iar multiplicatorul valoric pare artificial m\u0103rit.<\/strong><\/p>\n

Cu toate acestea, unii anali\u0219ti observ\u0103 semne ale unei \u00eembun\u0103t\u0103\u021biri. Problemele Nike, inclusiv costurile ridicate din perioada Covid \u0219i produsele nev\u00e2ndute, \u00ee\u0219i diminueaz\u0103 impactul, iar accentul revine asupra inova\u021biei. Odat\u0103 cu \u00eencetinirea reducerilor \u00een SUA \u0219i redresarea economiei Chinei, se preconizeaz\u0103 c\u0103 cre\u0219terea v\u00e2nz\u0103rilor Nike va accelera, iar marjele vor \u00eembun\u0103t\u0103\u021bi. Analistul UBS, Jay Sole, sugereaz\u0103 c\u0103 ac\u021biunile ar putea \u00eencepe s\u0103 creasc\u0103 pe m\u0103sur\u0103 ce cre\u0219terea v\u00e2nz\u0103rilor \u0219i \u00eembun\u0103t\u0103\u021birea marjelor sunt recunoscute de pia\u021b\u0103, posibil chiar \u00eenainte ca Nike s\u0103 raporteze c\u00e2\u0219tigurile la sf\u00e2r\u0219itul lunii septembrie.<\/p>\n

O zon\u0103 cheie de urm\u0103rit este canalul „direct c\u0103tre consumator” (DTC) al Nike. Cu toate c\u0103 anun\u021bul recent referitor la v\u00e2nzarea la Macy’s a st\u00e2rnit preocup\u0103ri cu privire la aceast\u0103 strategie, modelul de afaceri subiacent pare s\u0103 fie solid. Ghidajul privind v\u00e2nz\u0103rile pentru trimestrul curent prevede o cre\u0219tere \u00een cifre de un singur num\u0103r. Brian Nagel de la Oppenheimer consider\u0103 c\u0103 modelul Nike este \u00eentr-o „form\u0103 excelent\u0103” \u0219i a stabilit un obiectiv de pre\u021b de 150 de dolari, cu 40% peste nivelul recent.<\/strong><\/p>\n

\u00cen ciuda neatingerii marjelor sale prognozate de peste 60% p\u00e2n\u0103 \u00een 2025 (cu marje de doar 11,5% \u00een anul fiscal 2023), Sole de la UBS sus\u021bine c\u0103 \u021bintele sunt \u00eenc\u0103 realizabile. Prin eliminarea factorilor temporari \u0219i lu\u00e2nd \u00een considerare cre\u0219terea afacerilor online, marjele ar putea s\u0103 se apropie de 18%.<\/p>\n

China prezint\u0103 de asemenea o oportunitate, cu gospod\u0103rii cu venituri medii p\u00e2n\u0103 la ridicate a\u0219teptate s\u0103 creasc\u0103 cu aproximativ 11% anual p\u00e2n\u0103 \u00een 2025. Analizii de pe Wall Street prognozeaz\u0103 o cre\u0219tere anual\u0103 a v\u00e2nz\u0103rilor de 13% \u00een China, ceea ce ar duce v\u00e2nz\u0103rile totale ale Nike la aproximativ 65,7 miliarde de dolari p\u00e2n\u0103 \u00een 2026.<\/p>\n

Cu poten\u021bial de c\u00e2\u0219tiguri de 5,50 dolari pe ac\u021biune \u00een 2026, analistul Jefferies Randal Konik crede c\u0103 afacerea DTC poate fi catalizatorul care reafirm\u0103 puterea m\u0103rcii Nike \u0219i genereaz\u0103 o cre\u0219tere. Obiectivul s\u0103u de pre\u021b pentru Nike este de 140 de dolari, reflect\u00e2nd un poten\u021bial de cre\u0219tere de 30%.<\/p>\n

Interesat de tranzac\u021bionarea cu ac\u021biuni?<\/strong><\/p>\n

Sursa: https:\/\/www.barrons.com\/articles\/buy-nike-stock-price-pick-7c0b0bd0?mod=stock_picks_lp<\/a><\/p>\n

\n \u00cenregistreaz\u0103-te<\/a>\n

Sau conecta\u021bi-v\u0103<\/a>, dac\u0103 ave\u021bi deja un cont.<\/p>\n

Tranzac\u021bionarea CFD-urilor este riscant\u0103.<\/p>\n <\/div>\n","protected":false},"excerpt":{"rendered":"

Nike (simbol bursier: NKE) a avut o c\u0103dere \u00een acest an cu 8,2%, 2023 fiind afectat de un stoc mare de marf\u0103, cerere insuficient\u0103, \u00eencetinirea pie\u021bei chineze \u0219i concuren\u021ba din partea m\u0103rcilor precum On \u0219i Hoka. Obiectivele sale par tot mai ambi\u021bioase, iar multiplicatorul valoric pare artificial m\u0103rit. Cu toate acestea, unii anali\u0219ti observ\u0103 semne […]<\/p>\n","protected":false},"author":1,"featured_media":6299,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[19,16,31],"tags":[],"class_list":["post-5717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance","category-shares","category-stocks-market"],"aioseo_notices":[],"acf":[],"_links":{"self":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts\/5717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/comments?post=5717"}],"version-history":[{"count":1,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts\/5717\/revisions"}],"predecessor-version":[{"id":6790,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/posts\/5717\/revisions\/6790"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/media\/6299"}],"wp:attachment":[{"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/media?parent=5717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/categories?post=5717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thewallstreetfan.com\/ro\/wp-json\/wp\/v2\/tags?post=5717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}