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American Express: Undervalued And Misjudged In The Banking Sector Comparison
Seeking Alpha· 2024-01-16 17:36
公司背景 - 美国运通(NYSE:AXP)是一家历史悠久的公司,起初是快递邮件业务,后来进军信用卡业务,成为全球信用和网络服务领域的三大寡头之一[1] - 美国运通的市值为1340亿美元,股息率为1.3%,是著名的蓝筹投资之一[2] 银行业务优势 - 美国运通的银行业务有助于降低借贷成本,同时拥有庞大的客户存款,可以获得联邦储备系统的紧急资金支持,这是Visa和Mastercard所不具备的优势[9][10] 稳定收入来源 - 美国运通的网络效应和高质量客户群体为公司带来稳定的收入,其客户忠诚度高,愿意升级到更高端的信用卡产品[11][14] 有价值投资潜力 - 尽管存在一些风险因素,如合作伙伴关系动态和逾期率上升,但美国运通的稳健财务表现显示其作为有价值投资的潜力[24][25][26][28]
Rising credit card delinquencies make these stocks your safer bet
MarketBeat· 2024-01-15 21:46
美国主要商业银行受到信用卡逾期付款的影响 - 美国主要商业银行的财报显示信用卡逾期付款增加[8] 美国经济的信用周期和商业周期即将发生重大转变 - 美国经济的信用周期和商业周期即将发生重大转变[3]
American Express (AXP) Stock Declines While Market Improves: Some Information for Investors
Zacks Investment Research· 2024-01-13 08:34
American Express (AXP) closed at $182.04 in the latest trading session, marking a -1.62% move from the prior day. This change lagged the S&P 500's 0.08% gain on the day. Meanwhile, the Dow lost 0.31%, and the Nasdaq, a tech-heavy index, added 0.02%.The credit card issuer and global payments company's stock has climbed by 3.45% in the past month, exceeding the Finance sector's gain of 0.69% and lagging the S&P 500's gain of 3.52%.The investment community will be paying close attention to the earnings perform ...
Visa, Mastercard, or American Express? Buy This Warren Buffett Fintech Stock Instead.
The Motley Fool· 2024-01-12 19:15
Tracking changes in Warren Buffett's portfolio might just be one of the most enjoyable activities in investing. The celebrated investor has made billions by sticking to some pretty straightforward strategies.One of the industries that Buffett tends to prefer is financial services. Three of his longest-tenured holdings are payment processors American Express, Visa, and Mastercard.While it's easy to understand why these blue chip brands have earned coveted positions in Buffett's exclusive portfolio, keep in m ...
Why American Express (AXP) is a Top Momentum Stock for the Long-Term
Zacks Investment Research· 2024-01-12 00:18
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as we ...
Is Trending Stock American Express Company (AXP) a Buy Now?
Zacks Investment Research· 2024-01-11 23:33
American Express (AXP) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this credit card issuer and global payments company have returned +6%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Financial - Miscellaneous Services industry, which American Express falls in, has gained 3.7%. The key question now is: What could ...
American Express Faces Class-Action Lawsuit on Rules for Merchants
PYMNTS· 2024-01-11 08:46
美国运通集体诉讼裁决 - 美国法院裁定允许近十个州的借记卡用户对美国运通提起集体诉讼[1] - 美国地区法官尼古拉斯·加劳菲斯周二做出裁决,允许借记卡用户提起集体诉讼[2] - 信用卡用户被拒绝集体诉讼资格,而借记卡用户获得了集体诉讼资格[5] - 法官加劳菲斯认证的集体包括伊利诺伊州、俄亥俄州、北卡罗来纳州等州的借记卡用户,以及哥伦比亚特区的用户[6] 美国运通被控费用过高 - 美国运通被控通过提高商家交易费用导致消费者支付数亿美元的过高费用[3] - 原告声称美国运通对商家接受其卡的限制导致消费者在宜家、Target、CVS和Dick's Sporting Goods等知名零售商处支付更高价格[7] - 诉讼声称这些限制导致消费者支付过高价格,造成超过3.19亿美元的过高费用[8] 法官裁决和其他相关诉讼 - 法官的裁决没有涉及原告主张的实质问题,留下了未来可能被驳回的可能性[9] - 在另一起关于操纵指控的最新发展中,去年十月对PayPal提起了一起集体诉讼,声称该公司从事反竞争行为导致消费者在电子商务交易中支付更高价格[10] - 诉讼声称电子商务支付供应商和Venmo所有者的反操纵规则扼杀了竞争,并阻止商家对使用成本更低的支付选项购买的产品进行折扣[11] - PayPal发言人在接受PYMNTS采访时表示:“PayPal在一切行动中始终把客户放在首位,我们对此负责任。”[12]
Can American Express (AXP) sustain a $189 valuation ahead of Q4 earnings?
Invezz· 2024-01-11 00:42
AXP股价预测 - 美国运通公司(NYSE:AXP)股价在1月份的除息日前得到支撑,预计将在1月26日发布财报,强劲的盈利增长预期将支撑股价维持在189美元的估值范围内[1] - 分析师对AXP的估值存在分歧,最悲观的预测认为股价将下跌至155至125美元,最乐观的预测认为股价将上涨至203至235美元,但公司认为AXP将保持在162美元以上但低于190美元[2] - 美国运通股价有162美元的支撑和190美元的阻力[3] - AXP股价更有可能回落至162美元,公司认为从技术和基本分析角度看,AXP在162美元处有支撑,公司的分析还显示了一个季节性模式,公司预计在财报发布后会出现下降阶段[6] AXP股价走势分析 - 美国运通股价在185.34美元,RSI显示超买,股价不太可能突破190美元的阻力,唯一可能使股价上涨至190美元以上的因素是超出分析师预期的盈利,分析师已经预期盈利增长12%[5] - 短期走势预计将遵循长期趋势,公司预计股价将下跌至约162美元后再度上涨,162美元的估值将是投资者的良好入场点[12]
American Express, Goldman Sachs, Citigroup lead downgrades at BMO as ‘banks and specialty finance stocks look vulnerable'
Market Watch· 2024-01-11 00:06
American Express Co., Citigroup Inc. and Goldman Sachs Group Inc. marked the largest of six financial firms to draw downgrades at BMO Capital Markets on Wednesday.After a rally by banks and specialty finance stocks from October lows, the sector faces headwinds, even if a recession is avoided in 2024, said BMO analyst James Fotheringham.“Bottom Line: Banks and specialty finance stocks appreciated by almost +40% into year-end (versus S&P 500 SPX ) and now look vulnerable to an impending credit cycle (soft lan ...
Why American Express (AXP) Dipped More Than Broader Market Today
Zacks Investment Research· 2024-01-10 08:36
股价表现 - 美国运通(AXP)股价在最新交易日收盘于$186.77,较前一日下跌了1.29%[1] - 美国运通股票在过去一个月中涨幅达到12.36%,超过了金融行业的2.37%和标普500指数的3.5%[2] 财报预测 - 美国运通将于2024年1月26日发布财报,预计每股收益为$2.63,同比增长27.05%,营收预计为160.1亿美元,同比增长12.94%[3] 分析师观点 - 分析师对美国运通的最新预测变化也应引起投资者的注意,这些变化通常代表着近期业务趋势的变化[4]