昂跑三季报很好,股价回调后是「尖叫级买入」
昂跑(On Holding)三季报后股价几天里大起大落。Cramer 认为市场的反应会被证明是错的:公司把全年销售增长指引从年初的 39% 上调到 46%,部分销售提前到三季度对长期投资者并不重要;减少第三方渠道是因为公司优先做直营。股价较 8 月高点已跌约 26%,他认为这一季等于白送。
The fast-growing footwear company reported a fantastic quarter with encouraging guidance and I think the stock is a screaming buy when you remember how much it's pulled back over the past three months