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摩根士丹利稱，沃納企業轉向專用服務可能會降低扭力輸出。

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-- 摩根士丹利週二在一份報告中指出，沃納企業（WERN）在市場轉向之際，從單程整車運輸轉向專用車隊服務，可能會降低該公司對整車運輸週期的短期影響。 該投資公司表示，總體而言，沃納企業可能會受益於這一轉變，因為專用車隊業務在上行週期中很可能成為「市場份額大幅增長」的業務，管理層也基於「非常強勁」的業務儲備上調了全年專用車隊費率預期。 報告稱，管理層表示，第一季的價格拐點是三年多來“最強勁的”，第二季的業績預期略高於市場普遍預期，但與摩根士丹利的預期一致。 報告也指出，儘管第二季單程整車運輸每英里收入成長預期為1%至4%，略低於市場趨勢，但管理層表示，這反映了公司向專用車隊服務的轉型。 摩根士丹利表示，鑑於 Werner Enterprises 的轉型時機、完成對 FirstFleet 的收購以及證明其已解決近期部分成本問題，該公司在整車運輸領域仍需進一步證明自身實力。 摩根士丹利維持對該股的「增持」評級，並將目標價從 45 美元上調至 47 美元。 Werner Enterprises 的股價在周三的交易中上漲超過 6%。

Price: $36.68, Change: $+2.28, Percent Change: +6.63%

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