Re: Задумался о неизвестном
По Beyond Meat Патрик из CrossTrad'а давал вот такой прогноз:
2 звезды из 5 в перспективе. Надо продавать ))
Цитата:
Beyond Meat (BYND)
CrossTrade Rating (as of Nov. 5): 2 stars
We brought the provider of plant-based "meats" under coverage last week, positive moat trend, high uncertainty, and a $62 fair value estimate.
We noted that the company is certainly poised for robust growth. We expect the global plant-based meat market to expand from $5 billion in 2018 to $48 billion by 2029. Plant-based meats have clear environmental benefits, and Beyond's products fare well in taste tests with meat-eaters.
"We think the products offer consumers a convenient way to live out their sustainability values,"
The stock endured a significant sell-off in October, losing more than 40% as the firm's lock-up expired and 80% of the company's shares could be sold for the first time since the May 2019 IPO. Yet we think shares are significantly overvalued, we are trading 29% above our fair value estimate as of this writing.
Prognosis: With its high uncertainty rating and inflated price, this is one for the sell pile.
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