I have concerns from both a fundamental perspective and share price perspective. The company share price has been on an uptrend to reach a 10-year peak. But while its ROE was increasing from 2018, there was a decline last year. Is the market thinking that its ROE will eventually turnaround? Or have prices peaked? From a fundamental angle, the company ROE is not as good as my 2 reference Bursa plantation companies – Boustead Plantation a...
Topbuild股票讨论
新增数据:23Q4,营收增长1.7%,营业利润增长0.83%,净利润增长1.8%,环比在下滑。
2023年营收增长3.7%,营业利润增长10.2%,净利润增长10.5%,增速下滑严重。
资产负债表显示2021年完成了大幅收购,2021和2022年的高速增长可能是收购引起的,但是2023年收购效应消退,增速放缓。
资产负债率从58.1%下降到50.3%,资产端主要是现金增加,目前达到8.5亿,商誉及其他无形资产26.34亿超过25.64亿的净资产,长期借款13.73亿。
目前市盈率23,估值仍在合理区间,但考虑到近期增速下滑严重,适当降低仓位。
$Topbuild (BLD.US)$
📊⚡️📊
其营业收入实现了显著增长,主要受并购、价格和成交量增长的推动。
BLD有两个营运部门 - 安装和分销。安装部门为营业收入和盈利做出了最大的贡献,并且回报率持续改善。
尽管BLD有良好的增长动力,我对...
The company share price has been on an uptrend to reach a 10-year peak. But while its ROE was increasing from 2018, there was a decline last year. Is the market thinking that its ROE will eventually turnaround? Or have prices peaked?
From a fundamental angle, the company ROE is not as good as my 2 reference Bursa plantation companies – Boustead Plantation a...
上涨缺口
$Gap Inc (GPS.US)$
(巴克莱将盖普的评级从等权重调高为超配,零售股票上涨了将近4%。分析师阿德里安·伊分析给公司设定了13美元的目标价,这意味着股价可能从周一的收盘价上涨26.2%。)
$因塞特 (INCY.US)$
(因塞特在最新的业绩中超过了分析师的预期,股价上涨了2%。该药品公司报告了第二季度营业收入为954.6亿元人民币,超过FactSet的一致预测909.7亿元人民币。每股调整后的盈利为0.99美元,高于预测的0.72美元。)
暂无评论