The recent insider purchase at Avient is seen as a positive sign. The long-term insider transactions and notable insider ownership suggest that Avient insiders are well aligned with common shareholders and may believe the share price is too low.
Despite Avient's weaker revenue growth outlook versus the industry, its current P/S ratio is typical, implying investors may overlook limited growth potential. The ongoing share prices might be difficult to sustain as poor revenue growth could potentially dent investor sentiment and lead to a drop in share price.
Given the substantial insider selling and lack of recent purchases, careful consideration is suggested before buying Avient's stock. Although insider holdings suggest some alignment with other shareholders, the extent of insider ownership is not high compared to other companies.
Avient股票讨论区
$福特汽车(F.US)$$通用汽车(GM.US)$$蔚来(NIO.US)$$特斯拉(TSLA.US)$$小鹏汽车(XPEV.US)$$法拉利(RACE.US)$$Zentek(ZTEK.US)$$应用材料(AMAT.US)$$宁德时代(300750.SZ)$$台积电(TSM.US)$$丰田汽车(TM.US)$$波音(BA.US)$$西方石油(OXY.US)$$苹果(AAPL.US)$$谷歌-C(GOOG.US)$$星展集团控股(D05.SG)$$康宁(GLW.US)$$洛克希德马丁(LMT.US)$
$Lululemon Athletica(LULU.US)$$挪迪克(MR7.SG)$$新科工程(S63.SG)$$新翔集团(S58.SG)$$塞拉尼斯(CE.US)$$3M(MMM.US)$$艾利丹尼森(AVY.US)$$美国钢铁(X.US)$$美国超微公司(AMD.US)$$Coinbase(COIN.US)$$伊格尔矿业(AEM.US)$$诺斯罗普格鲁曼(NOC.US)$$通用动力(GD.US)$$波音(BA.US)$$洛克希德马丁(LMT.US)$$李维斯(LEVI.US)$$安德玛-A(UAA.US)$$耐克(NKE.US)$$特斯拉(TSLA.US)$$优步(UBER.US)$
利息费用2022年增加很多,从0.75亿增加到1.2亿,是营业利润的一半,负担极重。
2022年净利润大幅提升主要是因为有6.2亿的停止经营利润,刨除后净利润仅有0.83亿。
目前市盈率5.6,如果按0.83亿净利润,对应市盈率为46,如果按5年平均净利3.63亿计算,对应市盈率10.6。
目前的估值缺乏成长数据支持,如果按周期股计算也没有吸引力。
暂无评论