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天孚通信(300394):年报业绩高增 各业务毛利率显著提升
天风证券05/05 07:11 (美东)
思源电气获信达证券买入评级,23年订单目标超额完成,看好24年持续兑现Alpha
5月5日,思源电气获信达证券买入评级,近一个月思源电气获得8份研报关注。研报预计公司2024-2026年营收分别是154、185、217亿元,同比增长23.6%、20.2%、17.4%;归母净利润分别是21.2、26.1、31亿元,同比增长35.6%、23.4%、18.4%。研报认为,23年订单超额兑现,24年订单目标保持高增。2023年公司收入目标为126亿元,订单目标为158亿元(不含税),其
金融界05/04 22:30 (美东)
中航证券:给予科伦药业买入评级
中航证券有限公司李蔚近期对科伦药业进行研究并发布了研究报告《业绩超预期,研发引领长期发展》,本报告对科伦药业给出买入评级,当前股价为33.95元。科伦药业(002422)2023年报和2024年一季报2023年,公司实现营业收入214.54亿元,同比增长12.69%;归母净利润24.56亿元、同比增长44.03%;扣非后归母净利润23.66亿元同比增长43.77%;基本每股收益1.69元,同比增长
证券之星05/04 22:30 (美东)
信达证券:给予思源电气买入评级
信达证券股份有限公司武浩,曾一赟近期对思源电气进行研究并发布了研究报告《23年订单目标超额完成,看好24年持续兑现Alpha》,本报告对思源电气给出买入评级,当前股价为65.14元。思源电气(002028)事件:公司近期公布 2023 年年报及 2024 年一季报。23 年实现收入 124.6 亿元,YOY+18.25%;实现归母净利润 15.59 亿元,YOY+27.75%;实现扣非归母净利润
证券之星05/04 22:05 (美东)
天孚通信获华龙证券买入评级,高速光器件需求放量,公司业绩高增盈利能力提升
5月5日,天孚通信获华龙证券买入评级,近一个月天孚通信获得7份研报关注。研报预计公司2024-2026年分别实现营业收入36.49亿元、52.07亿元、71.14亿元,实现归母净利润12.11亿元、17.24亿元、24.89亿元。研报认为,高速光器件产品需求快速增长,公司业绩大幅增长。2023年,得益于人工智能AI技术的发展和算力需求的增加,全球数据中心建设带动对高速光器件产品需求的持续稳定增长。
金融界05/04 22:01 (美东)
华龙证券:给予天孚通信买入评级
华龙证券股份有限公司彭棋近期对天孚通信进行研究并发布了研究报告《2023年年报及2024年一季报点评报告:高速光器件需求放量,公司业绩高增盈利能力提升》,本报告对天孚通信给出买入评级,当前股价为161.35元。天孚通信(300394)事件:2024年4月21日、4月23日,天孚通信分别发布2023年年报及2024年一季报:2023年公司实现营业收入19.39亿元,同比增长62.04%;实现归属上市
证券之星05/04 21:35 (美东)
102640653 : How long do u think the China market sell off will last . Look to me a bottom has been place around 17620-17650 zone . Will it hold. I don’t know. But it is dangerous here to play around without any knowledge of technical indicators. What u thinks. Thanks for feedback.
102640653 : The sse composite index have a gap at 3085-3089 zone . Look like it will fill it up today . Will this hold or move down further is anyone guess. Fingers crossed I’m betting that it will hold n eventually China markets may just start to run up as soon as possible. It’s been long accumulation going on for past few months n it’s ripe time. Following heavyweight n most r either at their support or near the Low. Indicators showing oversold for some already but in bear market it may overextend. Now it’s just a valuation call . U find it cheap hold it n keep it . It’s a treasure u r finding at these level. Goodluck friend. Your views n further technical on Alibaba . It hit hkd 82.5 . There is a gap in usd at around 83 level which should fill today .
102640653 : There is a posing gap now on sse 3085-3086 zone
102640653 : If it fills I will be confident. Many people don’t follow gap theory . But I do .
102640653 : 25th august high was 3085.05 n low on 28th august was 3089.12 on sse . It really came back to test the gap after about 3 weeks which surprised me . I’m not good but I’ve come to know from a trader that it’s always safe to buy when the gaps r filled it will be much cheaper price u r going to pay
SpyderCall楼主 :
@102640653
Check it out
102640653 SpyderCall楼主: Thanks a lot friend .
SpyderCall楼主 102640653: No problem. Any time.
MonkeyGee : ha...That's what I ask myself everyday. Could it be today or tomorrow. This is the longest dip for Baba.
Hedgemon(e)y : Have patience
SpyderCall楼主 :
@102640653
The Hang Seng will bounce eventually. When and where that happens, I'm not too sure at the moment.
The index is still well above 52-week lows, which looks good. But it really needs to rebound soon to stay above the short-term fibonacci levels.
Risky Investor : The next rally is here! Trip.com will blow it out of the water to further fuel the rally.
SpyderCall楼主 Risky Investor: a lot of people have been hyping up TCOM lately. Is there something that I missed? Why is TCOM getting so much attention??
Risky Investor SpyderCall楼主: Nothing big, just that the earnings of Chinese tech companies have been very strong and the market has oversold and is due for a correction. We can't look at China in an oversimplified lense. The China economy is exhibiting a big divergence between general manufacturing and export vs. tech and services and EV. The general manufactoring may be gloomy, but assuming the same for global tech companies like Bidu and Alibaba... is too generalized.
SpyderCall楼主 Risky Investor: The Hang Seng tech index is performing much better than $恒生指数 (800000.HK)$
Silverbat : Inflation will be gone followed by transitional contraction of soft landing.
SpyderCall楼主 Silverbat:
A soft landing is what I see playing out on the economic data. I think the market is already pricing in the soft landing possibly. But I'm not certain on that.
One thing that could be a worry is if inflation falls too fast and for too long. this would be very bad for any economy.
Silverbat SpyderCall楼主: CPI will be up again after Oct-Nov based on its annual cycle,another 0.5% hike?
73582006 : 前一段时间通货膨胀導致股票跳水
SpyderCall楼主 Silverbat: Who knows. Europe, UK, and Australia paused and then hiked again. They haven't signaled a pause yet. However, the Fed has signaled a decrease in interest rates going further, so it will take a big increase in inflation to change that narrative. But anything can happen in these crazy markets
SpyderCall楼主 : @102640653
I'm still bearish at the moment. I need to see more upside. But if there was a solid technical level to buy in, then the fib levels are great for that. I still need to see more upside
SpyderCall楼主 SpyderCall楼主: I'm checking out tencent and baba. give me a few minutes for those
102640653 : Agreed I’m also waiting for the first zone to be broken 18550-18620. I am also looking at sse index as hangseng just closely follow its movement. It’s just like sse is leading its way n the rest of the index mainly china a50, hangseng follows together . Thanks .
102640653 : Just look at sse movement . Good movement with China a50 but hongkong slow to follow in afternoon .
102640653 : Usually in afternoon trade hangseng would be consolidating n after 3 will make some moves but today is exceptional. Something more is there . All the heavyweight r picking up again after lunch . Just keep. An eye open.
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