10/28/2024, 01:45 PM UTC
菲利普·莫里斯：这个4%的收益率是持有Philip Morris: This 4% Yield Is A Hold
1. 菲利普·莫里斯国际在强劲的第三季度财报推动下，股价创下历史新高，净收入增长达到两位数，并上调了2024财年的指引。2. 公司的非传统产品，特别是IQOS和ZYN，增长速度远快于传统烟草，推动了整体毛利润的增长。3. PM上调了2024财年调整后的收益指引，预计同比增长可达7.3%，并且公司维持了强劲的股息覆盖率。4. 作者认为菲利普·莫里斯可能被高估，建议在股价下跌至每股107美元之前再行买入。1. Philip Morris International reached a new all-time high after a strong Q3 earnings report, driven by double-digit net revenue growth and raised FY 2024 guidance. 2. The company's non-traditional products, especially IQOS and ZYN, are growing significantly faster than traditional tobacco, boosting overall gross profit growth. 3. PM raised its FY 2024 adjusted earnings guidance, expecting up to a 7.3% year-over-year growth, and the company maintains a strong dividend coverage ratio. 4. The author believes that Philip Morris is likely more than fairly valued and suggests waiting for a drop towards $107 per-share before buying.
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