嘉银通股票讨论区

Morning Movers
Gapping up
$Verizon(VZ.US)$ The telecommunications giant traded 1.5% higher as earnings per share came in ahead of expectations. Verizon earned $1.15 a share, excluding items, in the first quarter, three cents more than the consensus forecast of analysts surveyed by FactSet. However, the New York-based company posted $33 billion in revenue, slightly under the $33.32 billion figure penciled in by Wall Street. Verizo...

$嘉银通(EEFT.US)$在2022年秋的盘点中被评为一星，至今股价提升18%。
1997年上市，主要做零售金融，包括ATM、转账、汇款等服务，全球化市场，当前价格101.45。
5年来营收除2020年外增长了4年，平均增速7.8%，营业利润在2020年大幅萎缩68%，之后3年连续增长也没能达到2019年的高位，平均增速3.4%，其中2023年为12.3%。2023年利息费用占营业利润的9.3%，利息负担正常。毛利率近5年从43.4%下降到了39.7%，净资产收益率2023年达到22.4%。
5年来资产负债率从66.1%提高到了78.8%。应收的比例和增速都正常，商誉及其他无形资产10.15亿，占12.5亿净资产的81.2%，长期借款17.15亿，是净资产的1.37倍，杠杆率很高，但是利息负担并不重，应该是支付业务的特点。
5年来现金流经营净额大幅高于投资净额，产生了很多股东盈余。
目前市盈率18.4，虽然和长期增速比没有吸引力，但是和近期增速比却有较大折扣，仍可谨慎选择(⭐️)

$嘉银通(EEFT.US)$🎯 2023.8.10 当前价格86.1，持仓浮盈不到1%，距离买入9个月
新增数据：2022Q4及全年，2023前两季度
2022年营收增长12.1%，营业利润增长73.1%，净利润增长2.3倍达到2.3亿，利息费用降到了营业利润的9.2%。
2023前两季度营收增长10.5%，营业利润增长22.1%，净利润增长62%。
2022年资产负债率从73.5%提高到77%，长期借款从14.2亿增加到16.09亿，但是账面现金显示有16.47亿，利润表中利息费用3,758.5万，利息收入只有206.6万，非常不符合常理。库存股达到了11.06亿。
2023Q2短期借款突然增加4.5亿，长期借款下降3亿到13.07亿，总借款还是增加了1.5亿达到17.6亿，而现金和现金等价物19.14亿。库存股增加到11.34亿。
2022年和2023前两季度经营净额都高于投资净额，有一定股东盈余。
目前市盈率19.5，市盈率降到了16.5，和增速比还是有一定折扣，可以谨慎增持(⭐️)

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...

Upgrades
• $美国航空(AAL.US)$ : 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...

Upgrades
• $Baker Hughes(BKR.US)$ : Wells Fargo Upgrades to Overweight from EqualWeight - PT $43
• $CDW Corp(CDW.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $214 (from $201)
• $Core & Main(CNM.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $34 (from $32)
• $Five Below(FIVE.US)$ : Citigroup Upgrades to Buy from Neutral - PT $205 (from $176)
• $Vector(VGR.US)$ : Barclays Uprages to Overweight from Equal Weight - PT $16 (from ...

$嘉银通(EEFT.US)$ Buy or sell?