Despite lower EPS growth, the market's opinion of the business has improved over the past five years. The divergence between the TSR and share price return is largely due to dividend payments. The company's performance aligns with the general market return, indicating it could be a long-term investment worth considering.
Morning Movers Gapping up $迪士尼(DIS.US)$Shares jumped 7.8% after the entertainment giant announced a 50% increase to its dividend and higher-than-expected fiscal first-quarter earnings at $1.22 per share, compared to the consensus forecast from LSEG of 99 cents. Also lifting the stock was Disney's positive guidance, as the company said it expects adjusted earnings to rise 20% to $4.60 per share in fiscal year 2024. $Arm Holdings(ARM.US)$The chipm...
The sale of Ally's point of sale financing business to Synchrony Financial is expected to boost Ally's CET1 ratio by about 0.15% upon closing and be modestly accretive to tangible book value and earnings per share in 2024.
The sharp rise in State Street and Ally Financial stocks may not be primarily due to their financial performances, but rather to State Street's stock buyback announcement and Ally's agreement to sell its point-of-sale financing business to Synchrony Financial.
$Ally Financial(ALLY.US)$ we have a supply zone at around 34.98/35.47, if we can break this and stay above we can see this trying to hit 40.66 (filling that gap at 38). if we cant push past 35 we could see a pull back to 32.43/33.07, if cant hold this we could see this push back to 29.69
The interest rate environment, including high short-term rates, influenced Ally's Q3 results and is expected to continue in the near term as the balance sheet slowly reprices, according to the CEO.
Ally Financial股票讨论区
专栏Today's Morning Movers and Top Ratings: ARM, DIS, PYPL, RBLX and More
Gapping up
$迪士尼(DIS.US)$ Shares jumped 7.8% after the entertainment giant announced a 50% increase to its dividend and higher-than-expected fiscal first-quarter earnings at $1.22 per share, compared to the consensus forecast from LSEG of 99 cents. Also lifting the stock was Disney's positive guidance, as the company said it expects adjusted earnings to rise 20% to $4.60 per share in fiscal year 2024.
$Arm Holdings(ARM.US)$ The chipm...
What do you think of Warren Buffett and Berkshire Hathaway's stock portfolio ?
we have a supply zone at around 34.98/35.47, if we can break this and stay above we can see this trying to hit 40.66 (filling that gap at 38). if we cant push past 35 we could see a pull back to 32.43/33.07, if cant hold this we could see this push back to 29.69
新增数据:2023Q1和Q2
2023上半年营收小幅微增0.1%,净利息收入罕见的下滑了7.5%,主要是利息费用大幅增加,非利息亏损略有减少,但是信贷损失准备金大幅增加,加上联营公司利润也变为了亏损,净利润大幅下滑43%。
目前市盈率4.75,市盈率TTM提高到了6.65,如果全年净利下滑43%,对应市盈率为8.3,市净率目前0.73,股息率4.44%,综合来看仍然可以谨慎选择(⭐️)
2020和2022年均有十多亿的信贷损失准备金,因此这两年净利润下滑很严重,2022年还有资产出售亏损2亿。
非利息费用5年来增长也很快,主要是销售费用增长过快。
资产负债率5年来都在90%以上,资产主要以贷款为主,证券投资主要以短期投资为主,负债主要以客户存款为主,有一定的长期借款。
净资产128.59亿,还有68.38亿的库存股。
目前市盈率4.8,市净率0.7,考虑到库存股,实际市净率会更低些,5年平均净利17.7亿,和2022年差不多,对应市盈率4.1。
综合来看可以选择 (⭐️⭐️)
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