Economically sensitive stocks are poised for a rebound with market confidence in economic growth. FedEx may rise with volume recovery and salary expense control. Hillenbrand's refocused efforts and cost inflation control could boost earnings. Bloomin' Brands' growth potential lies in Brazil expansion and digital sales. The SPDR S&P Regional Banking ETF could gain from stable or lower rates boosting loan volumes.
希伦布兰德股票讨论区
5年来毛利率从36.3%下滑到了32.5%,净资产收益率波动上升到18%,吸引力一般。
2022年利息费用占营业利润的17%,负担偏重。
5年来资产负债率从60上升到71%。
2022年应收款项增加0.8亿,存货增加1.2亿,共增涨2亿,几乎达到了2022年2.2亿的净利润,利润及其增长的含金量非常低。
目前17倍市盈率,缺乏核心盈利能力改善的数据支持。
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