Stanley Druckenmiller says he's ‘licking my wounds’ from selling Nvidia too soon -Billionaire investor Stanley Druckenmiller told Bloomberg on Wednesday that selling all his Nvidia stock this year was a “big mistake.” -Nvidia was Druckenmiller's top holding a year ago, but he sold it after the stock tripled in 2023. -The shares are up another 174% this year, and Druckenmiller has missed much of the continuing rally. Stanley Druckenmiller is an American billionair...
$偉創力 (FLEX.US)$Ticker back to levels when this article appeared in May'24 When Should You Buy Flex Ltd. (NASDAQ:FLEX)? Bottoming formation on the daily and weekly. Bit worying was the insider selling, although not high volume. As ticker wades into earning due 24th Jul'24, might be a nice pickup level to aim for 34.12 and over to the SWS intrinsic valuation of 39.73
$Nextracker (NXT.US)$pure price action look at this stock. Not much of history, still in price discovery phase, presumably following listing in Feb'23. The 1W shows it peaked momentarily at $62 region, cementing an immediate target. Pivot points at 49.5, 44.0, 36.4 Fair bit consolidation in zone between $36~$40 range; strong support zone. Perhaps in coming weeks will see another consolidation zone between $44~$50 This company has a sound business, offshoot from their association with$偉創力 (FLEX.US)$, good ha...
Positive trends in Flex's ROCE and the outstanding 198% total return over the past five years hint at potential future growth. Despite financial risk due to high current liabilities, Flex's promising fundamentals merit further examination.
CEO exudes assurance in company's progress, accentuating their strategy's role in fuelling growth and boosting margins. Planned Nextracker spin-off seen advantageous for Flex shareholders; future financial guidance displays optimism.
偉創力股票討論
-Billionaire investor Stanley Druckenmiller told Bloomberg on Wednesday that selling all his Nvidia stock this year was a “big mistake.”
-Nvidia was Druckenmiller's top holding a year ago, but he sold it after the stock tripled in 2023.
-The shares are up another 174% this year, and Druckenmiller has missed much of the continuing rally.
Stanley Druckenmiller is an American billionair...
Bottoming formation on the daily and weekly. Bit worying was the insider selling, although not high volume. As ticker wades into earning due 24th Jul'24, might be a nice pickup level to aim for 34.12 and over to the SWS intrinsic valuation of 39.73
1994年上市的美国公司,主要做制造服务业务,全球化市场比较分散,当前价格27.31。
5年来营收波动中略有增长,平均增速3.6%,营业利润则受毛利率改善影响近3年快速增长,5年平均增速达到19%,净利润增长更快,2021年增长6倍,2022年增长53%,2023年增长9.9%。2023年利息费用占营业利润的16.5%,利息负担较重。毛利率近5年从5.8%提升到7.5%,净资产收益率从3.1%提升到24.8%后又跌回16.7%。
2024前3季度营收萎缩4.2%,营业利润增长12.6%,税前利润增长13.7%,不过归普净利反而因为少数股东净利润暴增而萎缩6.1%。
目前市盈率15.9,市盈率TTM16.2,估值略有折扣,吸引力不大。
Fair bit consolidation in zone between $36~$40 range; strong support zone. Perhaps in coming weeks will see another consolidation zone between $44~$50
This company has a sound business, offshoot from their association with $偉創力 (FLEX.US)$ , good ha...
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