January 2022 Portfolio Update Can you believe it’s already Jan 2022? Feels like just yesterday it was mid 2020 with pandemic uncertainty, well it’s Jan 2022 and pandemic uncertainty is still here but not as “uncertain” Going into 2022 I will probably won’t be doing too much different then a year before, although I might try to keep more CASH on the side if we keep hitting new highs with covid not getting better. Really hoping to lower my$FutureFuel(FF.US)$(around 10) position and get out of...
墨西哥中北部机场股票讨论区
墨西哥中北部机场(OMAB) 是2006年以18元发行价上市的墨西哥公司,目前价格53.3。
近期12.3%的股息率非常突出,查了一下,2022年派息远高于往年,持续性存疑。
毛利率除2020年外,一直在55到65%之间,净资产收益率也在26%到37%之间,非常有吸引力。
5年来营收除2020年下滑37%之外,均保持增长,营业利润和净利润在2020年均有很大下滑,2021年部分恢复。2022Q1,营收、营业利润和净利润均有较大成长。
利息费用占营业利润的13%,负担中等。
资产负债率从49%略微提升到51%,净资产以每年十多亿比索的速度累积,2022Q1,净资产减少了32%即35.7亿,应该是通过股息发出去了。商誉及其他无形资产119.22亿,占净资产76.65亿的比例略高。长期借款74.88亿,而且是2022Q1增加了25亿,给人的感觉是借钱发股息,占净资产比例很高。
现金流经营净额除2020年外,基本都是投资净额的两倍,盈余很多,可能这是借钱发股息的底气?
目前市盈率18.6,市盈率TTM16.1,和成长率...
• $CubeSmart(CUBE.US)$ :雷蒙德·詹姆斯从 “跑赢大盘” 升级为强势买入——PT 52美元(从60美元起)
• $DTE能源(DTE.US)$ :瑞士信贷从中性上调至跑赢大盘——140加元(从142美元起)
• $爱迪生联合电气(ED.US)$ : 古根海姆从卖出上调至中性——PT 94美元(从80美元起)
• $摩托罗拉解决方案(MSI.US)$ : 摩根士丹利从等量升至增持-PT $240
• $墨西哥中北部机场(OMAB.US)$ : 摩根士丹利升级到...
据统计,高盛第四季度持仓的总市值达到5062.2亿美元,上一季度的总市值为4714.65亿美元,连续增长7%。
在...
Can you believe it’s already Jan 2022? Feels like just yesterday it was mid 2020 with pandemic uncertainty, well it’s Jan 2022 and pandemic uncertainty is still here but not as “uncertain”
Going into 2022 I will probably won’t be doing too much different then a year before, although I might try to keep more CASH on the side if we keep hitting new highs with covid not getting better.
Really hoping to lower my $FutureFuel(FF.US)$ (around 10) position and get out of...
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