$Digital World Acquisition Corp(DWAC.US)$, the SPAC that recently agreed to combine with Donald Trump's Trump Media and Technology Group, soars more than nine-fold to take the top spot among the week's five biggest financial gainers (with market cap over $2B) by a wide margin. By contrast, the second-biggest increase for the week, normally an impressive rise, looks less stellar —$Athene Holding Ltd(ATH.US)$, +19%, after its parent$阿波罗全球管理(APO.US)$laid out its plan for 18% CAGR for fee-related earnings through 2026 during its investor day. Apollo Global, as the third biggest gainer, rose almost as much at 18%; Pet health insurer$Trupanion(TRUP.US)$gains 18%; $奇富科技(QFIN.US)$, +13%, partly recovers from the Chinese fintech slump triggered by Beijing's new data privacy law. Among the stocks falling the most for the week,$Upstart(UPST.US)$declined the most, down 12%, after the stock received a double-downgrade at BofA Securities on the basis that the stock's near-term upside is already priced in. Brazilian bank, Banco Santander (Brasil) follows, -11%; $PayPal(PYPL.US)$dropped 10% during the week after reports that it's in talks to buy Pinterest for ~$45B, mostly in stock; $OneMain(OMF.US)$, -9.1%, reported Q3 earnings beat estimates, but revenue was in-line; and Crypto-focused$Silvergate Capital(SI.US)$, which reported better-than-expected Q3 earnings, saw its stock slip 8.5% during the week.
OneMain股票讨论
Gap Up
1。 $联合太平洋(UNP.US)$ -上涨7.3%
2。 $利西亚车行(LAD.US)$ -上涨4.6%
3. $谷歌-A(GOOGL.US)$ -上涨4.2%
4。 $谷歌-C(GOOG.US)$ -上涨4.1%
5。 $小鹏汽车(XPEV.US)$ -上涨4.0%
6。 $波音(BA.US)$ -上涨 3.2%
7。 $RPM International(RPM.US)$ -上涨 3.2%
8。 $桑坦德银行(SAN.US)$ -上涨 1.9%
9。 $Teladoc Health(TDOC.US)$ -上涨1.8%...
资产负债率5年来从81%提升到了86.6%,资产主要由贷款组成,商誉和其他无形资产17亿,占净资产的56%,负债主要由长期借款构成,不会面临SVB那样的挤兑境地。
净资产30.29亿,有6.67亿的库存股,但是不足以抵消商誉和其他无形资产。
目前市盈率5.2,市净率1.5,估值上吸引力不大。
• $阿姆斯特朗工业(AWI.US)$ : 高盛从中性上调至买入——PT 93美元
• $BioNTech(BNTX.US)$: SVB 证券从市场表现上调至跑赢大盘——PT 223 美元
• $CCC Intelligent Solutions Holdings(CCCS.US)$ : 高盛从中性上调至买入——12港元(从10美元起)
• $PowerSchool(PWSC.US)$ :高盛从卖出上调至中性——16美元(从15.50美元)
• $Shyft Group(SHYF.US)$ : DA Davi...
By contrast, the second-biggest increase for the week, normally an impressive rise, looks less stellar — $Athene Holding Ltd(ATH.US)$, +19%, after its parent $阿波罗全球管理(APO.US)$ laid out its plan for 18% CAGR for fee-related earnings through 2026 during its investor day.
Apollo Global, as the third biggest gainer, rose almost as much at 18%;
Pet health insurer $Trupanion(TRUP.US)$ gains 18%;
$奇富科技(QFIN.US)$, +13%, partly recovers from the Chinese fintech slump triggered by Beijing's new data privacy law.
Among the stocks falling the most for the week, $Upstart(UPST.US)$ declined the most, down 12%, after the stock received a double-downgrade at BofA Securities on the basis that the stock's near-term upside is already priced in.
Brazilian bank, Banco Santander (Brasil) follows, -11%;
$PayPal(PYPL.US)$ dropped 10% during the week after reports that it's in talks to buy Pinterest for ~$45B, mostly in stock;
$OneMain(OMF.US)$, -9.1%, reported Q3 earnings beat estimates, but revenue was in-line; and
Crypto-focused $Silvergate Capital(SI.US)$, which reported better-than-expected Q3 earnings, saw its stock slip 8.5% during the week.
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