The market appears to have a higher opinion of the business than it did five years ago, likely due to its track record of earnings growth. The recent share price momentum suggests positive sentiment around the company.
CSW Industrials' lack of insider transactions, especially the selling activity by the Chairman, might alarm investors. Despite significant insider ownership providing some alignment with shareholders, the lack of buying may indicate low confidence in the stock's future appreciation.
CSW Industrials股票讨论
2023前3季度营收增长24%,营业利润增长49%,净利润增长47%达到0.7亿。
资产负债表显示2021年商誉和无形资产从1.4亿跃升到5亿,应该是进行了收购,
2022年存货增加0.5亿达到1.5亿,应收账款增加0.26亿,两者增加部分已经超过2022年0.67亿的净利润。
近两年长期借款也上了一个台阶,从0.1亿增加到2.5亿,2023前3季度增加到2.76亿,显示公司现金流比以前紧张很多。
目前市盈率33.5,市盈率TTM降到了25,考虑到近期增长有可能是收购造成的短期现象,可以多观察几个季度再说。
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