分析员报告--教我如何相信谁?

2019-07-19 20:26
年关将近,公司出业绩,分析员出报告,散户忙着读报告.但发现近期分析员报告差异越来越大,让人如坠云雾。例如:昨天下午收到辉立发来,其中有

STARHUB :
cimb remains OUTPERFORM with target price $3.66
csfb remains UNDERPERFORM with target price $2.92
gs remains a BUY
lehman remaisn OVERWEIGHT with target price $3.80
macquarie remains UNDERPERFORM with target price $2.65
nomura remains STRONG BUY (review)
ubs remains a BUY with target price $3.45 (from $3.15)
bnp remains a BUY with target price $3.45(from $3.34)
daiwa upgraded to OUTPERFORM from Hold with target priec $3.42 (from $3)
jpm remains OVERWEIGHT with target price $4.10 (from $4)
nomura downgraded to BUY from Strong Buy with target price $3.52
ml remains NEUTRAL
ocbc downgraded to HOLD from Buy with target price $3.24

13家分析员给的报告,分歧如此之大,TP 从$2.65到$4.10,涵盖了除“sell"之外的所有评级!

本来,针对公司同一期业绩,分析员报告有出入并不奇怪。但Starhub并非很难分析预测的行业,三分天下占其一,而分析员报告如此”五彩缤纷“,实在叫人大跌眼镜。大概多少折射出他们对新加坡后期大市发展的内向困惑与不确定。

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