Chantalle Butler's promotion is hailed as a positive step, thanks to her significant role in the company's growth strategy. Her leadership style and commitment to growth are expected to continue propelling Molson Coors' success in Canada.
Laboy believes Molson Coors might face a tough growth path post-2024 due to lack of innovation and struggles to upscale Blue Moon brand. High-single-digit EPS growth target may be hard to reach, says Laboy.
Deutsche Bank analysts express that current Molson Coors stock valuation has already factored in growth maintenance risks. They also highlight improvements in company operations due to portfolio optimization, marketing focus, and modernization efforts. Yet, they flag caution given probable Q4 softness from planned maintenance and the effort to end the year with a sound inventory.
MKM's Roth analyst Bill Kirk has an optimistic view on Molson Coors, noting its promising prospects to overturn five years of U.S. volume declines via a more efficient cost structure. The shift of market share from Bud Light to Miller Lite and Coors Light due to a conservative-led boycott is expected to be quite profitable and sticky.
Analyst Bill Kirk perceives a profitable market shift from Bud Light to Miller Lite and Coors Light. He maintains a buy rating on the stock, hinting at an appealing prospect of reversing US volume declines.
Despite recent stock dip, investors remain optimistic due to strong returns over three years. Note, however, the need to consider investment risks and dividend contributions to total shareholder returns.
Weight-loss drug stocks are the big winners in the market as investors got clear evidence that these drugs could be a game-changer for the pharmaceutical industry. While other companies—including those outside of healthcare—could feel a more negative impact. Morgan Stanley anticipated annual global sales for weight-loss drugs could reach $77 billion by 2030, higher than its previous $54 billion forecast.$諾和諾德(NVO.US)$and$禮來(LLY.US)$will spli...
莫庫酒業股票討論區
5年來營收先降後升,整體略有萎縮,營業利潤波動中有所下滑,淨利潤受資產減值影響在2020和2022年均有虧損。2022年利息費用佔營業利潤的23.7%,利息負擔較重。毛利率近5年來前4年變化不大,2022年從39.4%下降到34.2%。
2023前3季度營收增長10.4%,營業利潤增長80%,淨利潤達到8.5億。
目前市盈率TTM53.6,如果全年淨利達到13億市盈率將降爲10.4,股息率2.6%,考慮到近幾年資產減值是最大的不確定因素,目前的估值安全墊還不夠厚,繼續觀察。
4 Dividend Stocks to Buy Now & Hold Forever!!
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$沃特世(WAT.US)$$莫庫酒業(TAP.US)$$百威英博(BUD.US)$$可口可樂(KO.US)$$賽萊默(XYL.US)$$泰國釀酒(Y92.SG)$$萊納建築(LEN.US)$$霍頓房屋(DHI.US)$$百事可樂(PEP.US)$$3M(MMM.US)$$應用材料(AMAT.US)$$奈飛(NFLX.US)$$美國超微公司(AMD.US)$$Lululemon Athletica(LULU.US)$
專欄Weight-Loss Drug Craze: The Potential Winners and Losers
Morgan Stanley anticipated annual global sales for weight-loss drugs could reach $77 billion by 2030, higher than its previous $54 billion forecast. $諾和諾德(NVO.US)$ and $禮來(LLY.US)$ will spli...
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