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2022-06-09모건스탠리 말보로 보유한 최대 담배회사 Altria group 매도로 하향
- 치솟는 원가와 불경기시 더 저렴한 브랜드로 소비자들이 갈아탈 가능성
- 밸류에이션도 높은 편인 만큼 하락장에 안전하지 않다
- 주가는 -8% 하락
Morgan Stanley lowered its rating on Altria Group (NYSE:MO) to Underweight from Equal-weight on broad macroeconomic concerns.
The firm anticipates greater pressures from rising gas prices and weaker consumer sentiment will weigh on cigarette volumes and enhance trade-down risk.
"The market may continue to move toward a more defensive positioning, but we see risk-reward skewed to the downside given the combination of near-term fundamental pressures and our longer-term concerns about MO's cigarette portfolio, limited RRP offering, and PM's pending SWMA acquisition," warned analyst Pamela Kaufman.
- 치솟는 원가와 불경기시 더 저렴한 브랜드로 소비자들이 갈아탈 가능성
- 밸류에이션도 높은 편인 만큼 하락장에 안전하지 않다
- 주가는 -8% 하락
Morgan Stanley lowered its rating on Altria Group (NYSE:MO) to Underweight from Equal-weight on broad macroeconomic concerns.
The firm anticipates greater pressures from rising gas prices and weaker consumer sentiment will weigh on cigarette volumes and enhance trade-down risk.
"The market may continue to move toward a more defensive positioning, but we see risk-reward skewed to the downside given the combination of near-term fundamental pressures and our longer-term concerns about MO's cigarette portfolio, limited RRP offering, and PM's pending SWMA acquisition," warned analyst Pamela Kaufman.