The market's lack of concern about the EPS figure may suggest expected faster earnings drop. The company's poor performance last year indicates unresolved challenges, worse than the annualised loss of 4% over the last half decade.
We see shrinking returns as the company reinvests in its business, potentially causing its relatively low return to shareholders over the past five years. For potential multi-baggers, consider other options.
Elevance Health's ROE and investment strategy have led to a strong market performance. Analysts predict its ROE to stabilize around 15% and for its earnings to accelerate in line with recent forecasts.
$俄铝(00486.HK)$Yes, profits are going to decline as nickel and aluminum prices have declined but still pretty good value if one has the stomach for the geopolitical risk.
俄铝股票讨论区
由于大宗商品需求前景黯淡,疲软的经济数据加剧了对需求低迷的担忧,基本金属暴跌。中国二季度GDP同比增长6.3%,不及预期,给下半年经济增长带来挑战。金属市场更令人担忧的是房地产投资,2023 年上半年同比下降 7.9%。这一降幅高于 1-5 月的 7.2%。这引发了整个行业的抛售浪潮。铁矿石期货也面临房地产行业问题的压力。周末公布的数据显示,中国 70 个城市的新房价格上个月出现下滑,市场人气已经减弱。不过,也出现了一些积极的迹象。 6 月份工业产出增长 4.4%,高于 5 月份的 3.5%。上半年固定资产投资增长3.8%,好于市场预期。库存低也可能限制任何抛售的下行空间。 LME 铝库存跌至 4 月 11 日以来的最低水平,其中亚洲大幅减少。本月铜库存下降近 25%,略高于 18 年低点。 $F山证铁矿石(03047.HK)$ $中国铝业(02600.HK)$ $俄铝(00486.HK)$ $江西铜业股份(00358.HK)$
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https://www.reuters.com/markets/europe/production-costs-soar-rusal-due-russia-ukraine-conflict-2022-08-12/...
正在考虑分拆俄铝国际业务的可能性。战略审查处于初步阶段,任何行动方案都将需要进一步考虑。
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