Analysts find Concentrix's valuation attractive but see no near-term catalysts. The impact of AI on the company remains uncertain. Despite a BUY rating from authors and analysts, Seeking Alpha's quant system rates it a STRONG SELL.
$Robinhood(HOOD.US)$ — Shares of the brokerage firm jumped more than 6% after unveiling its Robinhood Gold Card, a credit card where cash back can be deposited into a brokerage account. $Concentrix(CNXC.US)$ — Shares slipped nearly 4% on the back of disappointing fiscal second-quarter earnings guidance. The customer experience technology company also reiterated its full-year outlook for 2024. $游戏驿站(GME.US)$ — Shares plummeted more than 17% after th...
Ryan Peterson's addition to Concentrix's leadership team is expected to boost innovation and solutions. His extensive product and AI experience, especially from Amazon, is anticipated to significantly enhance the company's capabilities and product portfolio.
Concentrix's high P/E is backed by superior earnings outlook, implying potential for a future earnings drop isn't significant as per investors. This positive outlook might continue supporting the share price unless circumstances change.
The company's ROE is deemed respectable but not extraordinary. The significant use of debt to boost returns, leading to a lower ROE, is deemed harmful due to increased risks and reduced future options. High-quality firms manage high ROEs without significant debt.
Gapping up $游戏驿站(GME.US)$ (The meme stock rallied nearly 8% after the company named billionaire activist investor Ryan Cohen as the company's CEO effective immediately. The move comes three months after prior CEO Matthew Furlong was fired.) $多邻国(DUOL.US)$ (Shares gained more than 2% in the premarket. UBS initiated coverage of Duolingo on Wednesday with a buy rating, saying it's a “best-in-class brand.”) $Peloton Interactive(PTON.US)$ ...
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Joseph TZ :
for ASTI dropped more than 50%. its not listed here. anyone know what caused such drop?
RIPPER :
I can’t believe EA has a market cap of 32 billion…..well kinda do, but still…..wow. If you had the name, desire and skill as an 8/16/32 bit game developer in the late 80’s early 90’s, it was an open table! I bet a lot of those small companies that disbanded following the 95/97 revolution in gaming deeply regret getting bored developing titles.
Concentrix股票讨论区
— Shares of the brokerage firm jumped more than 6% after unveiling its Robinhood Gold Card, a credit card where cash back can be deposited into a brokerage account.
$Concentrix(CNXC.US)$
— Shares slipped nearly 4% on the back of disappointing fiscal second-quarter earnings guidance. The customer experience technology company also reiterated its full-year outlook for 2024.
$游戏驿站(GME.US)$
— Shares plummeted more than 17% after th...
$游戏驿站(GME.US)$
(The meme stock rallied nearly 8% after the company named billionaire activist investor Ryan Cohen as the company's CEO effective immediately. The move comes three months after prior CEO Matthew Furlong was fired.)
$多邻国(DUOL.US)$
(Shares gained more than 2% in the premarket. UBS initiated coverage of Duolingo on Wednesday with a buy rating, saying it's a “best-in-class brand.”)
$Peloton Interactive(PTON.US)$
...
新增数据2023Q2
营收和营业利润继续增长,净利润大幅下滑30%,还是利息费用暴增导致的,目前看今年利润萎缩成为大概率事件。
仔细看投资净额发现2022年有大笔收购行为,目前看收购使长期借款从8亿增长到22.24亿,2023Q2微降到21.31亿,依然占净资产28.54亿的75%,而商誉及其他无形资产达到了38.14亿,实际杠杆率超高,2022年利息费用占营业利润的11%,2023上半年利息费用占营业利润的25%,这彻底改变了利润结构。
目前市盈率10.5,市盈率TTM提升到了12,如果全年净利润下降25%,市盈率将提升到14,目前来看风险过高,关闭仓位再观察几个季度再说。
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