思泰瑞醫療股票討論

$思泰瑞醫療 (STE.US)$5年来营收持续增长，平均增速为13.6%，2022年增长8.1%达到50亿。营业利润除2022年受营业费用大幅飙升而下滑22%以外增长了4年，5年平均增速为13.7%。净利润则受大幅飙升的利息费用和资本性资产减值影响，近两年大幅下滑。
营收在2022年上了个台阶，资产负债表显示2022年进行了大规模收购，尽管推动了近两年营收增长，但是带来高额的资产减值事实上让这次收购在近期造成了净利润大幅下滑。
目前市盈率达到了189，即使不考虑4.9亿的资产减值，税后利润也只有5亿左右，对应市盈率40。考虑到近期营收增速在减慢和未来减值的不确定性，目前缺乏吸引力。

Jefferies Upgrades $福特汽車 (F.US)$, Says Auto Giant's Stock Can Rally More Than 30%
Analyst Philippe Houchois upgraded shares to buy from hold in a Tuesday note. He also raised his price target to $16 from $13.
$Coinbase (COIN.US)$Raised to Overweight From Neutral by Atlantic Equities
Coinbase Price Target Announced at $70.00/Share by Atlantic Equities.
$庫珀醫療 (COO.US)$Initiated at Equal-Weight by Morgan Stanley
Cooper Cos Pri...

Upgrades
• $美國超微公司 (AMD.US)$: BMO Capital Upgrades to Outperform from Market Perform - PT $115 (from $100)
• $安費諾 (APH.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $83
• $CDW Corp (CDW.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $200 (from $205)
• $好市多 (COST.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $579 (from $525)
• $新東方 (EDU.US)$ : CICC Upgrades to Outperform from M...

Weekly market recap
Last week, the $納斯達克綜合指數 (.IXIC.US)$ lost 1.54%, while the $標普500指數 (.SPX.US)$ and $道瓊斯指數 (.DJI.US)$ dropped 0.21% and 0.24%, respectively. It was the sixth straight losing week for the Dow, and the fifth straight for the other two major indexes.
Sectors performance
The week ahead in focus
We've passed the peak of the first quarter earnings season, but there are still several notable...

U.S. stock indexes closed lower Tuesday, giving up gains earlier in the session after a better-than-feared inflation reading and falling back into their September doldrums.
The $道瓊斯指數 (.DJI.US)$ shed 292.06 points, or 0.8%, to 34,577.57. The $標普500指數 (.SPX.US)$ dipped nearly 0.6% to 4,443.05 and the $納斯達克綜合指數 (.IXIC.US)$ ticked about 0.5% lower to 15,037.76.
$齊默巴奧米特控股 (ZBH.US)$ $思泰瑞醫療 (STE.US)$ $泰利福 (TFX.US)$ $永利度假村 (WYNN.US)$ $金沙集團 (LVS.US)$ $康卡斯特 (CMCSA.US)$

The $標普500指數 (.SPX.US)$ slid more than 1% on Wednesday as meeting minutes showed the Federal Reserve started eyeing tapering before the year-end.
$勞氏 (LOW.US)$ $TJX公司 (TJX.US)$ $維亞康姆CBS (VIAC.US)$
$Organon & Co (OGN.US)$ $思泰瑞醫療 (STE.US)$ $美國超微公司 (AMD.US)$