贝哲房屋股票讨论

贝哲房屋美国的低市盈率是由于其弱的盈利预测。投资者认为盈利改善的潜力不足以证明较高的市盈率的合理性。公司的股价可能不会很快显著增长，如果盈利能力不改善，市盈率可能会进一步下降。

$贝哲房屋 (BZH.US)$营收5年来缓慢增长，净利润2020年刚扭亏，近3年快速增长。
2023前3季度营收增长4.8%，营业利润萎缩29.2%，净利润萎缩23.2%。
没有抓住近两年快速发展的机会，但是近期的萎缩没有缺席。
2022年存货17.38亿，占营收的75%，在板块内属于较高水平。
目前长期借款9.81亿，占10.45亿净资产的94%，杠杆率在板块内属于很高的水平。
市盈率4.5，市盈率TTM微增到5.2，考虑到目前周期阶段和负债率，暂时吸引力不大。

$游戏驿站 (GME.US)$ 巴克莱银行超配，宣布目标价为$215.00。
$Tradeweb Markets (TW.US)$ 巴克莱银行超配，公布目标价为$89.00。
$Pinterest (PINS.US)$ 已被富国银行由等权重升级为超配，目标价从$23.00增至$34.00。
$贝哲房屋 (BZH.US)$ 已被Wedbush由中立调整为跑赢大市。
$优步 (UBER.US)$ 摩根史坦利被大和资本降级...

Gapping up
$Doximity (DOCS.US)$ +21.1%（这家医疗专业人士在线平台报告了超出预期的季度业绩，并宣布了新的股份回购计划。）
$LegalZoom (LZ.US)$ +15.4%（该公司报告了来自法律文件和咨询在线服务提供商的超预期季度业绩。LegalZoom报告的季度亏损小于分析师预期，并提高了全年营业收入...

升级
• $奥托立夫 (ALV.US)$ : 瑞银将中立评级升级为买入 - 目标价90美元（调低至103美元）
• $Clean Energy Fuels (CLNE.US)$ : 雷蒙德詹姆斯将市场表现评级升级为跑赢大盘 - 目标价6美元
• $EOG能源 (EOG.US)$ ：雷蒙德·詹姆斯将其评级由跑赢大市提升至强力买入- 目标价 $170
• $Genuine Parts (GPC.US)$ ：美银证券将其评级由跑输大市上调至中立- 目标价 $133
• $Graphic Packaging (GPK.US)$ ：艾克赛恩将其评级由中立上调至买入- 目标价 $26
• $Healthcare Trust of America (HTA.US)$ ：Berenbe...

$贝哲房屋 (BZH.US)$ 💰🚀

$霍顿房屋 (DHI.US)$ $贝哲房屋 (BZH.US)$ 美国商品贸易逆差在11月扩大至历史最高水平，由于消费品进口创下历史最高，而出口在前一个月实现历史增长后下降。假日购物季受到疫情影响，工业供应连续第二年受到影响。根据美国商务部的数据...

Weekly market recap
Stock futures idled in overnight trading after the major U.S. market indexes reached record highs on Friday following a better-than-expected October jobs report.
Futures on the $道琼斯指数 (.DJI.US)$ were nearly flat. $标普500指数 (.SPX.US)$ were little changed and $纳斯达克综合指数 (.IXIC.US)$ futures dipped 0.3%.
The moves in futures trading came after the U.S. House of Representatives late Friday passed a more than $1 trillion infrastructure bill, sending the legislation to President Joe Biden for his signature. The package passed by the Senate in August would provide new funding for transportation, utilities and broadband, among other infrastructure projects.
Here's a look at the return of S&P 500 sectors
This week ahead in focus
Stocks could take aim at new highs in the week ahead, even as investors face fresh data that could show the highest year-over-year jump in consumer inflation in more than 30 years.
Stocks touched record levels Friday, after a monumental week that included the Federal Reserve’s announcement that it will wind down its bond buying, the first big step away from the easing measures it put in place to fight the pandemic.
The earnings season is winding down but there are still a number of reports in the coming week, including The Walt Disney Company on Wednesday.
Monday
Earnings: $软银集团(ADR) (SFTBY.US)$, $维珍银河 (SPCE.US)$, $Zynga (ZNGA.US)$, $PayPal (PYPL.US)$, $猫途鹰 (TRIP.US)$, $AMC院线 (AMC.US)$, $Roblox (RBLX.US)$, $腾讯音乐 (TME.US)$
9:00 a.m. Fed Vice Chairman Richard H. Clarida
10:00 a.m. Boston Fed President Kenneth Montgomery
10:30 a.m. Fed Chairman Jerome Powell at conference on gender and economy, hosted by Fed
10:55 a.m. New York Fed President John Williams
12:00 p.m. Fed Governor Michelle Bowman
12:00 p.m. Philadelphia Fed President Patrick Harker
1:50 p.m. Chicago Fed President Charles Evans
2:00 p.m. Senior loan officers survey
Tuesday
Earnings: $霍顿房屋 (DHI.US)$, $Coinbase (COIN.US)$, $Palantir (PLTR.US)$, $极光大麻 (ACB.US)$, $BAYER AG (BAYZF.US)$, $Krispy Kreme (DNUT.US)$, $DoorDash (DASH.US)$, $卡地纳健康 (CAH.US)$, $BioNTech (BNTX.US)$, $Poshmark (POSH.US)$, $Unity Software (U.US)$
6:00 a.m. NFIB survey
7:50 a.m. St. Louis Fed President James Bullard
8:30 a.m. PPI
9:00 a.m. Fed Chairman Powell at conference on Diversity and Inclusion in Economics, Finance, and Central Banking, co-hosted by the Federal Reserve Board, Bank of Canada, Bank of England, and European Central Bank
11:35 a.m. San Francisco Fed President Mary Daly
1:30 p.m. Minneapolis Fed President Neel Kashkari
Wednesday
Earnings: $迪士尼 (DIS.US)$, $Beyond Meat (BYND.US)$, $ADIDAS AG (ADDDF.US)$, $温蒂汉堡 (WEN.US)$, $Bumble (BMBL.US)$, $劲量控股 (ENR.US)$, $贝哲房屋 (BZH.US)$, $Affirm Holdings (AFRM.US)$, $Frontier Group (ULCC.US)$
8:30 a.m. Initial jobless claims
8:30 a.m. CPI
10:00 a.m. Wholesale trade
2:00 p.m. Federal budget
Thursday
Earnings: $SIEMENS AG (SMAWF.US)$, $Tapestry (TPR.US)$, $巴宝莉 (BURBY.US)$ , $Lordstown Motors (RIDE.US)$
Veterans Day
Bond market closed
Friday
Earnings: $阿斯利康 (AZN.US)$, $Warby Parker (WRBY.US)$
10:00 a.m. Consumer sentiment
10:00 a.m. JOLTS
12:10 p.m. New York Fed’s John Williams
Source: CNBC

$Zillow-C (Z.US)$ $霍顿房屋 (DHI.US)$ $贝哲房屋 (BZH.US)$ 美国消费者信心于十月意外增强，对于高通胀的担忧被改善的劳动力市场前景所掩盖，表明经济增长在经历动荡的第三季度后正在加速。世界企业研究院的消费者信心指数在十月上升至113.8，终止了之前连续三个月的下滑。好消息还来自房地产市场。美国商务部在一份报告中表示，9月份新房销售激增了14.0％，经季节调整后年化速率为80万。美国联邦房屋金融局的报告显示，8月份，房价同比大涨18.5％，7月份则上涨19.2％，创下纪录。这表明价格上涨已经达到了峰值。
本文摘自路透财经早报

$霍顿房屋 (DHI.US)$ $贝哲房屋 (BZH.US)$ 8月份待售房屋销售已大大超出预期，从7月份的跌幅惊人地反弹，跃升至七个月来的最高水平。根据全国房地产经纪人协会的数据，8月份待售房屋销售同比增长8.1％。根据彭博社的共识数据，这超过了预期的每月增长1.4％。7月，待售房屋销售下降了2.0％。与去年相比，待售房屋销售下降了-6.3％。
NAR首席经济学家劳伦斯·云表示：“库存增加和价格条件的放缓正在将买家带回市场。但是，由于房价大约是工资增长的三倍，负担能力仍然具有挑战性。