UPS: time to grab some?

来源: 芳华万里 于 2025-01-30 14:29:54 [] [旧帖] [给我悄悄话] 阅读数 : (490 bytes)
本帖于 2025-01-30 14:31:46 时间, 由普通用户 芳华万里 编辑

Lowered 2025 revenue by nearly 6B, all of which are low profit margin AMZN packages (even lower than TEMU!), current UPS overall profit margin is 7%, so these AMZN should be lower than 7%, that translates into net profit reduction of about 0.4B. By doing so UPS expectes to save 1B in cost, in other words net income will increase 0.6B in 2025.

Guess buyers may come in tmrw after sleeping one night and figure out the numbers?

 

所有跟帖： 

• 营收下降，节省成本导致的盈利，是不配享受高PE的。PE低了，那点点盈利没有意义的 -沉默的老农民- ♀ 给 沉默的老农民 发送悄悄话 (0 bytes) () 01/30/2025 postreply 14:35:34

• Current PE 12.7 vs. SPY PE 29 not high at all, right? -芳华万里- ♀ 给 芳华万里 发送悄悄话 (29218 bytes) () 01/30/2025 postreply 14:40:17

• 技术上目前没有支撑位。看上去庄家就是要砸盘到 80 ~ 88 之间。 -HBW- ♂ 给 HBW 发送悄悄话 (0 bytes) () 01/30/2025 postreply 19:38:30

• 沉默的老农民说得有道理 -BigMountain6- ♂ 给 BigMountain6 发送悄悄话 (0 bytes) () 01/30/2025 postreply 15:42:40

• UPS CEO Carol Tomé: Our profit will increase -芳华万里- ♀ 给 芳华万里 发送悄悄话 (892 bytes) () 01/30/2025 postreply 16:50:15

请您先登陆，再发跟帖！