CI&T's share price is volatile, offering opportunities to buy at a lower price. The company's optimistic future outlook, with expected doubling of earnings, is not yet fully reflected in the current share price.
Despite CI&T having a respectable ROE of 12%, it still lags behind the industry average of 16%. The company's earnings growth, possibly due to strategic management decisions or a low payout ratio, is expected to slow down in the future.
Introduction The Digital IT Services group is expected to see a downside risk to its estimates, given weak demand for project-based services and possible delays in bookings ramp. Although snap-back potential to pre-pandemic growth rates is seen at some point next year, there is still caution in the group until stability in estimates is observed. Revision risk is possible, and negative revision trends have be...
On the last trading day, the NASDAQ Composite index dipped1.66%, while the S&P 500 index declined0.82%, and the Dow Jones Industrial Average dropped0.66%. On Wednesday, there was no traditional IPO filed and four new stocks officially listed for trading. Amazon-backed EV maker Rivian surged 29.14% on its first of trading, valued at $85.91 billion.That absolute eye-popping number makes Rivian one of the largest IPOs in U.S. history and puts its market cap above one of its backers, Ford. Software unicorn Expensify's stock price pops 52.07% on its first of trading, giving it a market value of $3.32 billion. Rivian, founded in 2009, design, develop, and manufacture category-defining electric vehicles (“EVs”) and accessories. Rivian launched its R1T, a two-row, five-seat pickup truck, in September. It plans to launch an SUV, the R1S, in December. Wider sales of the truck and the SUV are expected to begin in December and January. Rivian beat Tesla, GM and Ford to the market with an electric pickup, the R1T, which has received glowing early reviews. Related: IPO-pedia | Amazon-backed EV maker Rivian prices its IPO above top of range Cloud-based expense management software platform Expensify, based in Portland, Oregon, helps the smallest to the largest businesses simplify the way they manage money. Employees can report an expense for reimbursement by snapping a photo of a receipt. The software can take care of paying a customer's bills, it can create, send and manage invoices, and it can also book flights for business travel. For the quarter ended June 30, 2021, an average of 639,000 paid members across 53,000 companies and over 200 countries and territories used Expensify to make money easy. Related: IPO-pedia | Top-rank expense management software Expensify will go public today Confluent, founded in 2014, isan enterprise platform that collects and processes real-time data streams. It has pioneered a new category of data infrastructure designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. Using the open-source "data in motion" software Apache Kafka, Confluent's platform can be deployed either as a fully-managed, cloud-native SaaS offering, or an enterprise-ready, self-managed software offering. Fast-growing but unprofitable, the company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%. It went public in June 23th, 2021 and rose 25.06% in its market debut. As if November 10th, it has a market cap of $23.7 billion, with a listed-to-date return of 148.92%. $福特汽车(F.US)$$通用汽车(GM.US)$$Rivian Automotive(RIVN.US)$$Expensify(EXFY.US)$$CI&T(CINT.US)$$Bluejay Diagnostics(BJDX.US)$$Confluent(CFLT.US)$
CI&T股票讨论区
2021年上市的巴西公司，主要做软件定制业务，其实分到信息技术服务板块更合适，主要市场在美洲，当前价格4.25。
上市以来营收连续增长两年，增速51.5%，营业利润连续增长两年，但是增速低于营收增速，2022年仅增长5.2%，净利润则受利息费用大幅增长影响萎缩了两年。
2023前3季度营收增长8.6%，营业利润受费用降低支持增长了24.6%，税前利润增长18.4%，受所得税波动影响净利润大幅增长42.3%达到1.36亿。
目前市盈率23.5，市盈率TTM18，如果全年净利达到1.8亿雷纳尔(0.36亿美元)，市盈率将下降到15.7，考虑到净利润增长有相当部分是所得税波动造成的，可以多观察几个季度再做判断。
专栏Digital IT Services Preview | Not Out of the Woods Yet On Negative Estimate Revision Risk
The Digital IT Services group is expected to see a downside risk to its estimates, given weak demand for project-based services and possible delays in bookings ramp. Although snap-back potential to pre-pandemic growth rates is seen at some point next year, there is still caution in the group until stability in estimates is observed. Revision risk is possible, and negative revision trends have be...
公司业务一半在拉美，一半在北美，还剩不到5%在亚太和欧洲。
仅有近3年数据，营收从6.77增长到14.44亿，营业利润从0.9亿增长到2.7亿，净利润则是在2020年达到1.28亿的高峰，2021年略降到1.26亿，主要是由于税务影响。
2022上半年营收增长66%，营业利润却下滑2.8%，净利润下滑34.5%，盈利能力下降非常严重。
目前市盈率46，市盈率TTM 61，吸引力不大。
专栏IPO Recap | EV maker Rivian valuation pops above Ford in biggest IPO of 2021
On Wednesday, there was no traditional IPO filed and four new stocks officially listed for trading.
Amazon-backed EV maker Rivian surged 29.14% on its first of trading, valued at $85.91 billion.That absolute eye-popping number makes Rivian one of the largest IPOs in U.S. history and puts its market cap above one of its backers, Ford.
Software unicorn Expensify's stock price pops 52.07% on its first of trading, giving it a market value of $3.32 billion.
Rivian, founded in 2009, design, develop, and manufacture category-defining electric vehicles (“EVs”) and accessories.
Rivian launched its R1T, a two-row, five-seat pickup truck, in September. It plans to launch an SUV, the R1S, in December. Wider sales of the truck and the SUV are expected to begin in December and January.
Rivian beat Tesla, GM and Ford to the market with an electric pickup, the R1T, which has received glowing early reviews.
Related:
IPO-pedia | Amazon-backed EV maker Rivian prices its IPO above top of range
Cloud-based expense management software platform Expensify, based in Portland, Oregon, helps the smallest to the largest businesses simplify the way they manage money.
Employees can report an expense for reimbursement by snapping a photo of a receipt. The software can take care of paying a customer's bills, it can create, send and manage invoices, and it can also book flights for business travel.
For the quarter ended June 30, 2021, an average of 639,000 paid members across 53,000 companies and over 200 countries and territories used Expensify to make money easy.
Related:
IPO-pedia | Top-rank expense management software Expensify will go public today
Confluent, founded in 2014, isan enterprise platform that collects and processes real-time data streams.
It has pioneered a new category of data infrastructure designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system.
Using the open-source "data in motion" software Apache Kafka, Confluent's platform can be deployed either as a fully-managed, cloud-native SaaS offering, or an enterprise-ready, self-managed software offering.
Fast-growing but unprofitable, the company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.
It went public in June 23th, 2021 and rose 25.06% in its market debut. As if November 10th, it has a market cap of $23.7 billion, with a listed-to-date return of 148.92%.
$福特汽车(F.US)$$通用汽车(GM.US)$$Rivian Automotive(RIVN.US)$$Expensify(EXFY.US)$$CI&T(CINT.US)$$Bluejay Diagnostics(BJDX.US)$$Confluent(CFLT.US)$
暂无评论