Despite Ares Commercial Real Estate's declining EPS and share price, market optimism suggests potential investment opportunities. However, 5 warning signs in investment analysis, including 2 significant ones, could be concerning.
The JMP analyst advises a cautious stance on ACRE amid current challenges, insisting on monitoring credit resolutions and new problem credits to gain confidence in future book value per share.
Ares Commercial Real Estate Corp Stock Forum
• $Cytokinetics (CYTK.US)$ +8.7% (prices offering of of $450.0 mln of 3.50% convertible senior notes due 2027)
• $XPeng (XPEV.US)$ +3.4% (June deliveries)
• $NIO Inc (NIO.US)$ +2.9% (June deliveries)
• $Bitfarms (BITF.US)$ +2.7% (provides June 2022 production and mining operations update)
• $Accolade (ACCD.US)$ +2.7% (In reaction to earnings/guidance)
• $BioCryst Pharmaceuticals (BCRX.US)$ +2.6% (presents new data demonstrating...
• $National CineMedia (NCMI.US)$ +17.9% (AMC discloses 6.8% stake in NCMI)
• $MagnaChip Semiconductor (MX.US)$ +14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company)
• $DLocal (DLO.US)$ +13.7% (In reaction to earnings)
• $SiriusPoint (SPNT.US)$ +8.2% (Chairman and CEO resigns to pursue other opportunities)
• $Beyond Air (XAIR.US)$ +6.4% (presents positive study update from the at-home LungF...
No comment yet