Raayche
2021-03-09
[财迷]
Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，买入微软、Salesforce和Coupa。原因如下。</blockquote>
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Here’s Why.<blockquote>高盛表示，买入微软、Salesforce和Coupa。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152903264","media":"Barrons","summary":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to t","content":"<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p><p><blockquote>高盛周一看到科技股抛售中的机会，将三只软件股添加到该公司的坚定买入名单中：Salesforce.com、微软和Coupa Software。</blockquote></p><p> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p><p><blockquote>分析师Kash Rangan在一份研究报告中表示，微软（股票代码：MSFT）和Salesforce(CRM)“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，这将超过整体IT预算。</blockquote></p><p> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p><p><blockquote>“同样，我们认为Coupa(COUP)将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是2021年加速增长的故事，这为积极的稳定节奏奠定了良好的基础收入修正，因此也对倍数进行了重新评级。”</blockquote></p><p> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p><p><blockquote>Rangan补充说，Coupa提供了“巨大的潜在市场、高进入壁垒和长期可持续增长”。</blockquote></p><p> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p><p><blockquote>关于微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote></p><p> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p><p><blockquote>他写道：“我们看到了一条持续两位数营收增长和利润率持续扩张的途径。”“此外，我们的对话表明，微软Azure越来越多地入围大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote></p><p> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.</p><p><blockquote>至于Salesforce，Rangan指出，自11月底宣布计划收购Slack以来，该股已下跌19%。“由于该股的交易价格约为我们2022年销售预期的6.5倍，我们认为投资者情绪继续保持低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购可能造成的稀释的担忧继续给股票带来压力，”他写道。</blockquote></p><p> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p><p><blockquote>但兰根指出，Salesforce的交易价格相对于同行“有相当大的折扣”，其销售额倍数是他所涵盖的所有大型软件公司中最低的。他认为风险/回报“在当前水平上具有吸引力”。</blockquote></p><p> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p><p><blockquote>Rangan对Coupa的目标价为413美元，对Salesforce和微软的目标价为315美元。</blockquote></p><p> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p><p><blockquote>周一，Coupa下跌6.4%，至267.55美元，Salesforce下跌1.4%，至207.72美元，微软下跌1.8%，至227.39美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，买入微软、Salesforce和Coupa。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.<blockquote>高盛表示，买入微软、Salesforce和Coupa。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-09 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p><p><blockquote>高盛周一看到科技股抛售中的机会，将三只软件股添加到该公司的坚定买入名单中：Salesforce.com、微软和Coupa Software。</blockquote></p><p> Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p><p><blockquote>分析师Kash Rangan在一份研究报告中表示，微软（股票代码：MSFT）和Salesforce(CRM)“处于有利地位，可以利用数字化转型支出，我们相信在可预见的未来，这将超过整体IT预算。</blockquote></p><p> “Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p><p><blockquote>“同样，我们认为Coupa(COUP)将继续受益于首席财务官办公室数字化转型步伐的加快。此外，我们认为这是2021年加速增长的故事，这为积极的稳定节奏奠定了良好的基础收入修正，因此也对倍数进行了重新评级。”</blockquote></p><p> Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p><p><blockquote>Rangan补充说，Coupa提供了“巨大的潜在市场、高进入壁垒和长期可持续增长”。</blockquote></p><p> OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p><p><blockquote>关于微软，Rangan写道，该公司可以利用多种长期趋势，包括公共云、软件即服务、数字化转型、人工智能和机器学习以及商业智能和分析。</blockquote></p><p> “We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p><p><blockquote>他写道：“我们看到了一条持续两位数营收增长和利润率持续扩张的途径。”“此外，我们的对话表明，微软Azure越来越多地入围大型企业客户的战略云供应商，我们相信微软有能力继续占据市场份额。”</blockquote></p><p> As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.</p><p><blockquote>至于Salesforce，Rangan指出，自11月底宣布计划收购Slack以来，该股已下跌19%。“由于该股的交易价格约为我们2022年销售预期的6.5倍，我们认为投资者情绪继续保持低迷，因为投资者对利润率扩张步伐、核心业务有机增长以及进一步并购可能造成的稀释的担忧继续给股票带来压力，”他写道。</blockquote></p><p> But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p><p><blockquote>但兰根指出，Salesforce的交易价格相对于同行“有相当大的折扣”，其销售额倍数是他所涵盖的所有大型软件公司中最低的。他认为风险/回报“在当前水平上具有吸引力”。</blockquote></p><p> Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p><p><blockquote>Rangan对Coupa的目标价为413美元，对Salesforce和微软的目标价为315美元。</blockquote></p><p> On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p><p><blockquote>周一，Coupa下跌6.4%，至267.55美元，Salesforce下跌1.4%，至207.72美元，微软下跌1.8%，至227.39美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","MSFT":"微软","COUP":"Coupa Software Inc","CPNG":"Coupang, Inc."},"source_url":"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152903264","content_text":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.\n“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”\nRangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”\nOnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.\n“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”\nAs forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.\nBut Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”\nRangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.\nOn Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.","news_type":1,"symbols_score_info":{"COUP":0.9,"CRM":0.9,"MSFT":0.9,"CPNG":0.9}},"isVote":1,"tweetType":1,"viewCount":711,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329773920"}
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