你也可以看看运输公司JBHT;看看这个,它很可能会继续下跌到明年。这是一幅非常负面的图景,
You can also take a look at the carrier JBHT; look at this, it's likely to continue declining into next year. It's a very negative picture to look at,
JBHT 这一页 6 条观点条目,其中 0 条方向发生变化。
你也可以看看运输公司JBHT;看看这个,它很可能会继续下跌到明年。这是一幅非常负面的图景,
You can also take a look at the carrier JBHT; look at this, it's likely to continue declining into next year. It's a very negative picture to look at,
我们再来看看 JB Hunt(JBHT)卡车公司。你可以看到,它很可能会持续下跌,直到明年。
Let's also take a look at JB Hunt (JBHT) Trucks. You can see here that it is likely to continue to decline until next year.
是的,对 JB Hunt 来说这无疑是艰难的一天,但正如你们从这条紫色线看到的,过去一年它仍然上涨了 76%。
Yes, certainly a rough day for JB Hunt, but still up 76% during the past year as you can see from our purple line here,
不过,他们给出这种糟糕指引的原因,似乎在于当前柴油高成本带来的不利因素。所以,这是会影响整个行业的事情。你可以看到,这一点在许多其他个股上也很明显:ArcBest、Knight-Swift、Old Dominion、CH Robinson。
However, the reason that they issued this kind of poor guidance seems to be it was a headwind from the high cost of diesel right now. So, this is something that would affect the industry as a whole.
You can see that this was apparent in many other names ArcBest Knight-Swift Old Dominion CH Robinson.
接下来是 JBHT,我知道 Gareth 可能早些时候已经讲过这个,但我想强调一下,因为我们上周公布的 PPI 数据很热。各位,柴油方面很热。当柴油数据很热时,运输公司就会承压。
但一旦中东局势出现任何形式的缓解,这些股票就要爆发了。
Uh next up into JBHT, I know Gareth might have covered this earlier, but I wanted to highlight this because our PPI uh data reports that came out last week came in hot. They came in hot on diesel, guys.
And when you come in hot on diesel, uh, transportation companies are going to be under pressure. But as soon as we have any sort of alleviation in the Middle East, these stocks are about to pop.
是的,JB Hunt 今早股价承压,下跌超过 11%,这是在一份罕见的预警之后出现的。他们预计第三季度盈利将下降 5% 至 10%,这是相对于第二季度而言。
Yeah, JB Hunt is uh under pressure on the move this morning, down more than 11% and this is off the back of a rare warning here. They're expecting uh third quarter earnings to decline 5 to 10% which would from the second quarter.
他们就燃料价格带来的迅速压力发出了警告。预计这将造成约 1000 万美元的逆风,相比第二季度。他们还谈到了劳动力成本,对吧?与司机相关的成本预计将上升,并可能再增加 2500 万美元的环比成本。
They warned about u rapid uh pressure from fuel prices. They're expected to create a roughly $10 million headwind compared to the second quarter. Um they also talked about labor costs, right?
Driver related costs are expected to increase and could add another 25 million in sequential costs.
那么,我想先讨论的是 JB Hunt。这只股票短期内算是个小地震,但其实相当可预测。JB Hunt 在盘前下跌 10%,此前他们宣布即将出现盈利不及预期。他们提前预告了大约一个月后发布的财报,称上季度盈利将不及预期近 10%。
So, the first one I want to discuss here is JB Hunt. And this one's kind of a little bit of an earthquake in the near term, but it's kind of very been predictable. So, JB Hunt falls 10% pre-market after they announced an earnings miss coming up.
They pre-announced their earnings are in about a month, but they pre-announced saying that they're going to miss last quarter earnings by 10 almost 10%.