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Is It Worth Investing in AutoZone (AZO) Based on Wall Street's Bullish Views?
ZACKS· 2025-08-19 14:31
Let's take a look at what these Wall Street heavyweights have to say about AutoZone (AZO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? AutoZone currently has an average broker ...
8月19日券商今日金股:10份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-19 08:41
据证券之星数据库不完全统计,8月19日券商共给予近50家A股上市公司"买入"评级。从行业分布看, 券商8月19日关注的个股聚焦于酿酒、食品饮料、家电、化学原料、电网设备、农牧饲渔、煤炭等行 业。 券商评级是指证券公司的分析师,通过分析上市公司的财务潜力、财务指标、公司运营治理能力,然后 进行实地考察调研后得出的评论,备受投资者关注。 重庆啤酒最受券商关注,近一个月获华源证券、信达证券、国信证券、海通国际、民生证券、太平洋、 开源证券等10份券商研报关注,位居8月19日券商力推股榜首。 除了上述个股外,还有科沃斯、卫星化学、宏远股份、万辰集团、中国神华、顺络电子、建投能源等多 股备受券商关注,近一月获多家券商关注。 8月19日又有中邮证券发布研报《量价表现平稳,所得税拖累盈利》,预计2025-2027年公司营业收入分 别为147.33/150.56/155.01亿元,同比增长0.61%/2.19%/2.95%,归母净利润11.91/12.64/13.40亿元,同比 增长6.86%/6.15%/6.01%(从分红的视角来看,若25年按100%分红率来计算,对应当前股价股息率为 4.45%),对应EPS为2.46/ ...
8月18日券商今日金股:17份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-18 08:29
Core Viewpoint - Securities firms have provided "buy" ratings for nearly 40 A-share listed companies on August 18, focusing on industries such as liquor, food and beverage, photovoltaic equipment, chemical fiber, batteries, power grid equipment, and beauty care [1] Group 1: Company Ratings - Kweichow Moutai received significant attention from securities firms, with 17 reports in the past month, ranking first on the buy list for August 18 [4] - Angel Yeast was the second most favored company, receiving 7 reports from various securities firms in the past month [4] - Chongqing Beer also garnered attention, with 7 reports in the past month, including two on August 18 [5] Group 2: Financial Projections - Kweichow Moutai's EPS forecasts for 2025-2027 are 74.87, 81.10, and 87.63 yuan, with corresponding dynamic PEs of 19, 18, and 16 times [4] - Angel Yeast's net profit forecasts for 2025-2027 were adjusted to 16.39, 20.96, and 25.42 billion yuan, with EPS of 1.89, 2.41, and 2.93 yuan [5] - Chongqing Beer's EPS estimates for 2025-2027 are 2.42, 2.56, and 2.74 yuan, with a target price of 61 yuan based on a 25x PE for 2025 [5] Group 3: Industry Focus - The industries highlighted by securities firms include liquor, food and beverage, photovoltaic equipment, chemical industry, and beauty care [1][4] - The reports indicate a focus on companies with strong brand power and potential for long-term growth, particularly in the liquor and food sectors [4][5]
贵州茅台目标价涨幅超82% 德邦股份等8家公司评级被调低丨券商评级观察
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-18 01:33
从券商推荐家数来看,8月11日至8月15日有294家上市公司得到券商推荐,其中贵州茅台获得34家推 荐,燕京啤酒获得21家推荐,万华化学获得21家推荐。 | | | 08月11日至08月15日券商推荐家数排名 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 收盘价 (元) | 评级券商数量 | 行业 | | 600519 | 贵州茅台 | 1422.08 | 34 | 白酒 | | 000729 | 藤京啤酒酒 | 12.21 | 21 | 非白酒 | | 600309 | 万华化学 | 62.99 | 21 | 化学制品 | | 002372 | 伟星新材 | 10.86 | 18 | 装修建材 | | 603129 | 春风动力 | 285.93 | 17 | 摩托车及其他 | | 002648 | 卫星化学 | 18.95 | 14 | 化学原料 | | 600298 | 安頂酵母 | 38.04 | 13 | 调味发酵品 | | 002938 | 鹏鼎控股 | 52.13 | 13 | 元件 | | 000895 | 双汇发展 | 25.23 ...
Is RCM Technologies (RCMT) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2025-08-15 14:30
Core Viewpoint - The article discusses the reliability of Wall Street analysts' recommendations, particularly focusing on RCM Technologies, Inc. (RCMT), and emphasizes the importance of using these recommendations in conjunction with other research tools like the Zacks Rank [1][5]. Summary by Sections Brokerage Recommendations - RCM Technologies has an average brokerage recommendation (ABR) of 1.67, indicating a consensus between Strong Buy and Buy, based on three brokerage firms' recommendations [2]. - Out of the three recommendations, two are classified as Strong Buy, accounting for 66.7% of the total recommendations [2]. Limitations of Brokerage Recommendations - Sole reliance on brokerage recommendations for investment decisions may not be wise, as studies indicate limited success in guiding investors towards stocks with the highest price increase potential [5]. - Analysts from brokerage firms often exhibit a strong positive bias in their ratings due to vested interests, with five "Strong Buy" recommendations for every "Strong Sell" [6][10]. Zacks Rank vs. ABR - The Zacks Rank is a proprietary stock rating tool that classifies stocks into five groups based on earnings estimate revisions, providing a more reliable indicator of near-term price performance compared to ABR [8][11]. - The Zacks Rank is updated more frequently and reflects changes in earnings estimates, making it a timely indicator of future price movements [13]. Current Earnings Estimates for RCM Technologies - The Zacks Consensus Estimate for RCM Technologies remains unchanged at $2.2 for the current year, suggesting steady analyst views on the company's earnings prospects [14]. - The Zacks Rank for RCM Technologies is currently 3 (Hold), indicating a cautious approach despite the Buy-equivalent ABR [15].
8月14日券商今日金股:13份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-14 08:45
Group 1 - Securities firms issued "buy" ratings for over 40 A-share listed companies on August 14, focusing on industries such as liquor, banking, bioproducts, consumer electronics, computer equipment, transportation equipment, electronic components, and food and beverage [1] - Guizhou Moutai received significant attention from securities firms, with multiple reports highlighting its stable performance and projected EPS for 2025-2027 at 75, 83, and 92 yuan, maintaining a target price of 1972 yuan [3] - Changshu Bank was also a focus, with expectations for its net profit from 2025 to 2027 to be 42.38, 47.06, and 53.38 billion yuan, reflecting growth rates of 11.13%, 11.04%, and 13.44% respectively [3] Group 2 - Yanjing Beer garnered attention with projected revenues of 154.3 billion, 162.0 billion, and 169.0 billion yuan for 2025 to 2027, with net profits expected to be 15.1, 18.3, and 21.0 billion yuan, indicating growth rates of 42.9%, 21.5%, and 14.4% [4] - Other companies such as Jinbo Biotech, Industrial Fulian, Hikvision, Chunchun Power, Pengding Holdings, and Wanhu Chemical also received multiple reports from various securities firms in the past month [4]
8月13日券商今日金股:5份研报力推一股(名单)
Zheng Quan Zhi Xing· 2025-08-13 08:26
券商评级是指证券公司的分析师,通过分析上市公司的财务潜力、财务指标、公司运营治理能力,然后 进行实地考察调研后得出的评论,备受投资者关注。 据证券之星数据库不完全统计,8月13日券商共给予超20家A股上市公司"买入"评级。从行业分布看, 券商8月13日关注的个股聚焦于酿酒、交运设备、汽车整车、生物制品、消费电子、汽车零部件等行 业。 | 股票代码 | 股票简称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | Q2业绩稳步兑现,看好龙头配置价值 | 买入 | 国金证劳 | 5 | 酿酒行业 | 8月13日 | | 000729 | 康京唯酒 | 燕京啤酒:U8全国化稳步推进,二季度业绩超预 自民 | 智持 | 大平洋 | 5 | 酮酒行Y | 8月13日 | | 603129 | 春风动力 | 公司信息更新报告:202502 //绩超预期, ¥ 务多 点开花、极核增速亮眼 | 买人 | 开源证券 | ਰੋ | 交运设备 | 8月13日 | ...
Costco (COST) Is Considered a Good Investment by Brokers: Is That True?
ZACKS· 2025-08-12 14:31
Of the 33 recommendations that derive the current ABR, 15 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 45.5% and 12.1% of all recommendations. The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage re ...
旗滨集团、工业富联等目标价涨幅超20%,燕京啤酒获6家券商推荐
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-12 01:44
Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with notable gains for Qibin Group, Yingshi Network, and Industrial Fulian, showing target price increases of 43.09%, 33.82%, and 23.80% respectively [1][2] - On August 11, a total of 15 target price increases were reported, with Qibin Group receiving a "Buy" rating from CITIC Securities, Yingshi Network receiving an "Overweight" rating from Ganshi Update National, and Industrial Fulian receiving an "Outperform Industry" rating from China International Finance [2] - The highest number of broker recommendations was for Yanjing Beer, which received 6 recommendations, followed by Aishuo Co. and Jerey Co., each receiving 3 recommendations [3] Group 2 - On August 11, 6 companies received first-time coverage from brokers, including Huayi Group with an "Overweight" rating from Huatai Securities and Sanwei Chemical with a "Buy" rating from Changjiang Securities [4][5] - Aishuo Co. had its rating upgraded from "Overweight" to "Buy" by Dongwu Securities on August 11 [4]
Is Sterling Infrastructure (STRL) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2025-08-11 14:31
Group 1 - Sterling Infrastructure (STRL) has an average brokerage recommendation (ABR) of 1.00, indicating a Strong Buy based on recommendations from three brokerage firms, all of which are Strong Buy [2][5] - The ABR should not be the sole basis for investment decisions, as studies show limited success of brokerage recommendations in predicting stock price increases [5][10] - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, with five "Strong Buy" recommendations for every "Strong Sell" [6][10] Group 2 - The Zacks Rank, a proprietary stock rating tool, is a reliable indicator of a stock's near-term price performance, classifying stocks from Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell) [8][11] - The Zacks Rank is based on earnings estimate revisions, which have a strong correlation with near-term stock price movements, unlike the ABR which may not be up-to-date [9][13] - For Sterling Infrastructure, the Zacks Consensus Estimate for the current year has increased by 8.8% to $8.9, indicating growing optimism among analysts regarding the company's earnings prospects [14][15]