Upgrades •$飞塔信息(FTNT.US)$: BMO Capital Upgrades to Outperform from Market Perform - PT $350 (from $325) •$微芯科技(MCHP.US)$: Stifel Upgrades to Buy from Hold - PT $75 (from $70) •$Ovintiv(OVV.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $64 (from $56) •$Riot Platforms(RIOT.US)$: Compass Point Upgrades to Buy from Neutral - PT $14 (from $30) •$Snowflake(SNOW.US)$: Jefferies Upgrades to Buy f...
卡津斯不动产信托基金股票讨论区
新增数据:23Q3,23Q4,营收连续微增,营业利润Q4微降,净利润受利息费用影响连续大幅萎缩。
2023年营收增长5.3%,营业利润增长5.1%,净利润萎缩50%。
资产负债率从38.3%提高到40.4%,房地产增加到71亿,占76亿总资产的93.4%,总负债31亿,占房地产的43.7%。
目前市盈率41.1,5年平均净利1.8亿对应市盈率为19,股息率5.7%,回报率吸引力不大。
2023上半年营收增长9.3%,营业利润增长7.1%,净利润萎缩28%。
76亿总资产中有70亿是房地产,占比92%。
目前市盈率20.5,市盈率TTM为23.2,如果按5年平均净利1.8亿计算,市盈率为19.2,市净率为0.76,股息率为5.6%,可以先建少量观察仓位(👀)
专栏Top upgrades and downgrades on 7/1: CMCSA, FDX, XPEV, HOG and more
• $Coupang(CPNG.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $19 (from $28)
• $First Republic Bank(FRC.US)$ : Atlantic Equities Upgrades to Overweight from Neutral - PT $188 (from $210)
• $Sitio Royalties(STR.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $43 (from $36)
Downgrades
• $Duck Creek Technologies(DCT.US)$ : JMP Securities Downgrades to Market Perform from Market Outperform
•...
专栏Top upgrades and downgrades on 6/28: EBAY, SNOW, FTNT, TTWO and more
• $飞塔信息(FTNT.US)$ : BMO Capital Upgrades to Outperform from Market Perform - PT $350 (from $325)
• $微芯科技(MCHP.US)$ : Stifel Upgrades to Buy from Hold - PT $75 (from $70)
• $Ovintiv(OVV.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $64 (from $56)
• $Riot Platforms(RIOT.US)$ : Compass Point Upgrades to Buy from Neutral - PT $14 (from $30)
• $Snowflake(SNOW.US)$ : Jefferies Upgrades to Buy f...
专栏Top upgrades and downgrades on 4/22
• $美国航空(AAL.US)$ : JP Morgan Upgrades to Neutral From Underweight - PT $26 (from $18)
• $The AZEK(AZEK.US)$ : Citigroup Upgrades to Buy from Neutral - PT $30 (from $36)
• $波士顿物产(BXP.US)$ : Mizuho Upgrades to Buy from Neutral - PT $135 (from $120)
• $陶氏化学(DOW.US)$ : Citigroup Upgrades To Buy From Neutral - PT $82 (from $70)
• $克罗格(KR.US)$ : Exane Upgrades to Neutral from Underperform - PT $60
• $Milestone Pharmaceuticals(MIST.US)$ : Piper S...
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