There are concerns about the company's ability to manage its debt without dilution. Its balance sheet might be strained, with last year's EBIT loss and cash burn of US$18m seen as risky.
Upgrades •$Arcos Dorados(ARCO.US)$: BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80) •$布埃纳文图拉开采(BVN.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7) •$万国数据(GDS.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $55 •$iRobot(IRBT.US)$: Northland Upgrades to Outperform from Market Perform - PT $85 •$江森自控(JCI.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
布埃纳文图拉开采股票讨论区
5年来毛利率从23%下滑到3.5%后又反弹回9.7%。净资产收益率则除2017年达到2%以后亏损了4年。
5年来营收先从12.74亿下滑至6.77亿,2021年反弹到9亿。营业利润则是从2019年进入亏损区间后连续亏损了3年。净利润则是从2018年起连续亏损了4年。
2022前两季度营收下滑10.3%,营业利润又进入亏损区间,但是由于股权收益和出售证券收益,净利润居然达到了6亿。
利润表显示利息费用很高,目前达到了近5千万1年。其它收入项波动很大,占比也很高。2021年虽然有2.5亿的其他净收入,但是同时也有3.88亿的停止经营亏损,因此造成大幅亏损。2022Q2有4.8亿的停止经营利润,感觉报表被操纵的非常严重。
资产负债表问题更大,2021年长期应收款从1.02亿增加到6.36亿,在营收没有明显增加的情况下,这个增长幅度很不...
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专栏Top upgrades and downgrades on 3/24
• $Arcos Dorados(ARCO.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80)
• $布埃纳文图拉开采(BVN.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7)
• $万国数据(GDS.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $55
• $iRobot(IRBT.US)$ : Northland Upgrades to Outperform from Market Perform - PT $85
• $江森自控(JCI.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
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