I think the analysts misread U

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I think the analysts misread UPS. Reducing Amazon be volume is actually good for UPS as this segment is low margin/ high volume which occupied their existing resources. By freeing up the resources, they can divert to higher margins businesses, less cost outlay with higher margins. I am a buyer at this price

UPS Will Have to Work Hard to Offset Amazon Volumes Loss -- Market Talk

1045 ET - UPS has shown more resilience in recent quarters, but it will have to run even harder to offset the impact of cutting Amazon volumes over the next 18 months, Baird analysts Garrett Holland and Joseph Higgins say in a research note. Shedding 50% of Amazon volumes by June 2026 shows UPS focusing on profitability over volume, which is a sound long-term strategy, but one that introduces a multi-year challenge, the analysts say. They're moving to the sidelines and downgrading the stock to neutral, with expectations that it will be range bound as UPS's outlook settles. Shares are slightly lower after a 14% selloff Thursday.

UPS Will Have to Work Hard to Offset Amazon Volumes Loss -- Market Talk

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By freeing up the resources, they can divert to higher margins businesses, less cost outlay with higher margins.&nbsp; I am a buyer at this price&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>I think the analysts misread UPS. Reducing Amazon be volume is actually good for UPS as this segment is low margin/ high volume which occupied their existing resources. By freeing up the resources, they can divert to higher margins businesses, less cost outlay with higher margins.&nbsp; I am a buyer at this price&nbsp;</p></body></html>","text":"I think the analysts misread UPS. Reducing Amazon be volume is actually good for UPS as this segment is low margin/ high volume which occupied their existing resources. By freeing up the resources, they can divert to higher margins businesses, less cost outlay with higher margins. I am a buyer at this price","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/398797060362312","repostId":2508572962,"repostType":2,"repost":{"id":"2508572962","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738338360,"share":"https://ttm.financial/m/news/2508572962?lang=en_US&edition=fundamental","pubTime":"2025-01-31 23:46","market":"nz","language":"en","title":"UPS Will Have to Work Hard to Offset Amazon Volumes Loss -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2508572962","media":"Dow Jones","summary":"1045 ET - UPS has shown more resilience in recent quarters, but it will have to run even harder to offset the impact of cutting Amazon volumes over the next 18 months, Baird analysts Garrett Holland and Joseph Higgins say in a research note. Shedding 50% of Amazon volumes by June 2026 shows UPS focusing on profitability over volume, which is a sound long-term strategy, but one that introduces a multi-year challenge, the analysts say. They're moving to the sidelines and downgrading the stock to neutral, with expectations that it will be range bound as UPS's outlook settles. Shares are slightly lower after a 14% selloff Thursday. ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1045 ET - UPS has shown more resilience in recent quarters, but it will have to run even harder to offset the impact of cutting Amazon volumes over the next 18 months, Baird analysts Garrett Holland and Joseph Higgins say in a research note. Shedding 50% of Amazon volumes by June 2026 shows UPS focusing on profitability over volume, which is a sound long-term strategy, but one that introduces a multi-year challenge, the analysts say. They're moving to the sidelines and downgrading the stock to neutral, with expectations that it will be range bound as UPS's outlook settles. Shares are slightly lower after a 14% selloff Thursday. (dean.seal@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 31, 2025 10:46 ET (15:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>UPS Will Have to Work Hard to Offset Amazon Volumes Loss -- Market Talk</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nUPS Will Have to Work Hard to Offset Amazon Volumes Loss -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-31 23:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1045 ET - UPS has shown more resilience in recent quarters, but it will have to run even harder to offset the impact of cutting Amazon volumes over the next 18 months, Baird analysts Garrett Holland and Joseph Higgins say in a research note. Shedding 50% of Amazon volumes by June 2026 shows UPS focusing on profitability over volume, which is a sound long-term strategy, but one that introduces a multi-year challenge, the analysts say. They're moving to the sidelines and downgrading the stock to neutral, with expectations that it will be range bound as UPS's outlook settles. Shares are slightly lower after a 14% selloff Thursday. (dean.seal@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 31, 2025 10:46 ET (15:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","UPS":"联合包裹","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","AMZN":"亚马逊","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4122":"互联网与直销零售","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508572962","content_text":"1045 ET - UPS has shown more resilience in recent quarters, but it will have to run even harder to offset the impact of cutting Amazon volumes over the next 18 months, Baird analysts Garrett Holland and Joseph Higgins say in a research note. Shedding 50% of Amazon volumes by June 2026 shows UPS focusing on profitability over volume, which is a sound long-term strategy, but one that introduces a multi-year challenge, the analysts say. They're moving to the sidelines and downgrading the stock to neutral, with expectations that it will be range bound as UPS's outlook settles. Shares are slightly lower after a 14% selloff Thursday. (dean.seal@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  January 31, 2025 10:46 ET (15:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"USAW.SI":0.6,"AMZN":1,"UPS":1}},"isVote":1,"tweetType":1,"viewCount":1644,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["UPS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":256,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}