|
这是美国银行Merrill Lynch的John Murphy的第三年的五年。“他很棒，”一个盟友宣布。“他的每年报告，”谁开车，“是自动零件空间的一个很好的参考来源。”墨菲也赢得了他对福特汽车公司的坚定支持的赞扬自2011年8月以来，当迪尔伯恩的股票，密歇根汽车制造商在一年多的时间里筹集了低于10美元，分析师一直在争论该股票已成为不公正超卖。Ford management intends to replace 26 percent of its product pipeline by 2016 — a higher replacement rate than those of U.S. rival General Motors Co., and Japan’s Nissan Motor Co. and Toyota Motor Corp., he says — and that “should allow Ford to maintain market share in the 15 percent to 16 percent range and support solid pricing.” Plus, the company is sitting on more than $9 billion in cash, and earlier this year both Fitch Ratings and Moody’s Investors Service upgraded Ford’s debt rating to investment grade. Despite all this, “the stock has underperformed the market owing to concerns about Ford’s exposure to Europe, which is about 20 percent of sales,” Murphy explains. “However, given the company-specific strengths and recovery in the key U.S. market, we remain bullish.” 跑步者 布莱恩约翰逊 巴克莱 亚当乔纳斯 摩根士丹利 |