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What's Going On With Kenvue Stock Monday?

What's Going On With Kenvue Stock Monday?

肯維股票週一發生了什麼?
Benzinga ·  10/22 01:54

Kenvue Inc. (NYSE:KVUE) shares are moving higher Monday following a report suggesting activist investor Starboard Value has acquired a stake in the company.

Kenvue公司(紐交所:KVUE)的股價週一上漲,因據報導,激進投資者Starboard Value已經收購了該公司的股份。

The Details: According to the Wall Street Journal, Starboard has acquired a "sizable" stake in Kenvue and is pushing for changes to boost the consumer-products company's share price. The activist investor asserts that Kenvue has "some of the best consumer brands," yet its stock has lagged behind its competitors for over a year.

詳情:根據《華爾街日報》的報道,Starboard已經收購了Kenvue的"可觀"股份,並正在推動變革以提升這家消費產品公司的股價。激進投資者聲稱,Kenvue擁有"一些最好的消費品牌",但其股票在過去一年多的時間裏一直落後於競爭對手。

Kenvue's iconic brands include Aveeno, BAND-AID Brand, Johnson's, Listerine, Neutrogena and Tylenol. Kenvue shares are up just 7% year-to-date compared to more than 23% gains in the S&P 500. Competitors Haleon (NYSE:HLN) and Proctor and Gamble Company (NYSE:PG) have climbed 21% and 16%, respectively, since the start of the year.

Kenvue的標誌性品牌包括Aveeno、邦迪、強生、Listerine、露得清和泰諾。Kenvue的股價與標普500指數的23%以上漲幅相比,僅上漲了7%。競爭對手Haleon(紐交所:HLN)和寶潔公司(紐交所:PG)的股價分別自年初以來上漲了21%和16%。

The exact size of Starboard's position in Kenvue was not shared. Starboard's specific turnaround ideas were also not reported, but people familiar with the matter said Starboard CEO Jeff Smith is expected to discuss more about Starboard's perspective on Kenvue at the 13D Monitor Active-Passive Investor Summit in New York on Tuesday.

Starboard在Kenvue的具體持倉規模尚未公開。雖然Starboard的具體轉型想法尚未報道,但知情人士表示,Starboard CEO Jeff Smith預計將於週二在紐約的13D Monitor Active-Passive Investor Summit上進一步討論Starboard對Kenvue的看法。

According to a separate report, Starboard may try to push the company to sell its skin, healthcare and beauty division in whole or part.

根據另一份報告,Starboard可能會試圖推動該公司出售其整個或部分皮膚、保健和美容部門。

In a note released Monday, JPMorgan analyst Andrea Teixeira said, "Given the SHB segment has been a key area of debate on the stock over the past year and a half, we would expect Starboard to detail changes it would like to see management make to this division — which we suspect could involve divesting some/all of the segment."

摩根大通分析師Andrea Teixeira在週一發佈的報告中表示:「鑑於過去一年半時間裏SHb板塊一直是股票上的爭議焦點,我們預計Starboard將詳細說明他們希望看到管理層對該部門進行的變革,我們認爲這可能涉及出售該部門的部分或全部業務。」

Kenvue was spun out of Johnson & Johnson (NYSE:JNJ) last year. The company currently has a market cap of more than $41 billion, according to data from Benzinga Pro.

Kenvue於去年從強生(紐交所:JNJ)剝離而出。根據Benzinga Pro的數據,該公司目前的市值超過410億美元。

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KVUE Price Action: At the time of publication, Kenvue stock was up 5.96% at $23.02, according to data from Benzinga Pro.

KVUE股價走勢:根據Benzinga Pro的數據,在發佈時,Kenvue股票上漲5.96%,至23.02美元。

Image: 3972315 from Pixabay.

圖片:來自Pixabay的3972315。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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