The future profitability of Caleres is more important for shareholders. The company's share price momentum remains strong, indicating positive sentiment around the company. However, there is one warning sign spotted with Caleres that investors should be aware of.
The significant sale of Caleres shares by an insider suggests possible full valuation. The lack of insider buying, combined with low insider ownership, could give pause to potential investors.
Upgrades •$美国水务 (AWK.US)$: Janney Upgrades to Buy from Neutral •$碧迪医疗 (BDX.US)$: Wells Fargo Upgrades to Overweight from Equal Weight - PT $275 •$奥驰亚 (MO.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47) •$米德尔赛克斯水务公司 (MSEX.US)$: Janney Upgrades to Buy from Neutral •$Indonesia Energy (INDO.US)$: Noble Capital Upgrades to Outperform from Market Perform - PT...
Caleres股票讨论
2021年的亏损有相当部分是因为3.8亿的特殊费用，2019年也有1.1亿，特殊费用以重组并购和资本性资产减值为主，这种费用平摊到近5年比较合理，每年摊到约1亿，这意味着2022年才刚扭亏。
2022前3季度营收增长8.3%，营业利润增长9.1%，净利润增长35%达到1.4亿。
资产负债表显示应收帐款变化不大，存货增长略快，长期借款清空，但是短期借款增加到了3.7亿，利息费用目前占比不算高。
5年来经营净额累计高于投资净额，有一定的股东盈余。
目前市盈率7.4，市盈率TTM 5.7，如果全年净利达到1.9亿，那么市盈率将下降到4.9，但是如果固定资产减值继续以5年5亿的速度重复发生，那么净利润要减去0.8亿，按照1.1亿计算，对应市盈率为8.5。
整体看来估值不算高，但是吸引力也不算大，可以等年报出来再做判断。
对盈利/指引的反应：
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• $美国水务 (AWK.US)$ : Janney Upgrades to Buy from Neutral
• $碧迪医疗 (BDX.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $275
• $奥驰亚 (MO.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47)
• $米德尔赛克斯水务公司 (MSEX.US)$ : Janney Upgrades to Buy from Neutral
• $Indonesia Energy (INDO.US)$ : Noble Capital Upgrades to Outperform from Market Perform - PT...
Stood out on a red day/sea of reds. Most likely more upside
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