Morning Movers Gapping up $星巴克(SBUX.US)$stock rose 3.7% after the coffee chain cut its annual sales forecast, warning of softer demand in January and a slow recovery in China. However, even more weakness had been expected following disappointing store traffic in November and December. $诺和诺德(NVO.US)$stock rose 0.5% after the Danish drugmaker forecast another year of double-digit growth due to the populari...
Traders say the economic incentive to import oil from the U.S. Gulf Coast to Asia has closed, as the cost of booking supertankers on the route has surged, Reuters reported Wednesday. The freight rally has raised the premium for West Texas crude from the U.S. to more than $4/bbl against Dubai quotes on a cost-and-freight basis for April delivery from ~$2/bbl last week, traders said, reportedly pushing WTI to a premium of $1/bbl mo...
Core point: 1. The International Energy Agency forecasts that U.S. oil production will increase by another 950 Kb/d by 2023 while domestic oil demand remains virtually unchanged. 2. We expect more crude oil exports from the U.S. Gulf in 2023 but fewer incremental barrels from Europe. 3. As a result, we expect VLCCs to be less competitive in transatlantic trade, with Suezmax and Aframax regaining market ...
$Scorpio Tankers(STNG.US)$: Scorpio Tankers, based in Monaco, is a leading international transporter of refined petroleum products. The company's fleet consists of 131 wholly owned, finance leased or chartered-in tankers. $Euronav(EURN.US)$owns, operates and manages tankers for the transport of crude oil.
Gainers: •$Genius Group(GNS.US)$+16.5% (acquires California based University of Antelope Valley) •$Digital World Acquisition Corp(DWAC.US)$+16.2% (moves higher after hours after Elon Musk backs out of Twitter deal) •$High Tide(HITI.US)$+5.9% (High Tide's Blessed CBD has begun sales of its premium hemp-derived CBD products on Amazon in the United Kingdom) •$康特科技(CAMT.US)$+5.3% (Camtek announces 2Q prelim revenue above the cons...
Euronav股票讨论区
专栏Today's Morning Movers and Top Ratings: GOOGL, AMD, TSLA, SBUX and More
Gapping up
$星巴克(SBUX.US)$ stock rose 3.7% after the coffee chain cut its annual sales forecast, warning of softer demand in January and a slow recovery in China. However, even more weakness had been expected following disappointing store traffic in November and December.
$诺和诺德(NVO.US)$ stock rose 0.5% after the Danish drugmaker forecast another year of double-digit growth due to the populari...
Surging freight rates mean U.S. crude no longer competitive in Asia
The freight rally has raised the premium for West Texas crude from the U.S. to more than $4/bbl against Dubai quotes on a cost-and-freight basis for April delivery from ~$2/bbl last week, traders said, reportedly pushing WTI to a premium of $1/bbl mo...
5年来营收除2021年大幅萎缩65%以外增长了4年,平均增速10.7%,营业利润受毛利率波动影响大幅波动,在2018和2021年亏损,净利润也类似。2022年利息费用占营业利润的43%,利息负担很重。净资产收益率9.8% 不算高。
2023前3季度营收增长99%,营业利润增长到4.9亿,净利润增长15倍到4.5亿。
5年来资产负债率基本在45%上下波动。 2022年应收账款达到3.3亿,是当年营收的39%,占比过高,存货的比例和增速比较正常。商誉及其他无形资产很少,长期借款15.33亿,占净资产的71%,杠杆率不高。库存股1.62亿。
5年来现金流经营净额高于投资净额,产生了较多股东盈余。
目前市盈率17.4,市盈率TTM5.2,股息率14.8%,股息非常不稳定,如果全年净利达到6亿,5年平均净利2.1亿,对应市盈率为16.9,对于周期股来说估值没有太大吸引力。
专栏Expert Meeting Minutes | Oil transportation tariff interpretation and outlook exchange points
1. The International Energy Agency forecasts that U.S. oil production will increase by another 950 Kb/d by 2023 while domestic oil demand remains virtually unchanged.
2. We expect more crude oil exports from the U.S. Gulf in 2023 but fewer incremental barrels from Europe.
3. As a result, we expect VLCCs to be less competitive in transatlantic trade, with Suezmax and Aframax regaining market ...
Oil Tanker Stocks with the Most Momentum
$Euronav(EURN.US)$ owns, operates and manages tankers for the transport of crude oil.
专栏Today's pre-market stock movers: DWAC, LVS, TWTR, NIO and more
• $Genius Group(GNS.US)$ +16.5% (acquires California based University of Antelope Valley)
• $Digital World Acquisition Corp(DWAC.US)$+16.2% (moves higher after hours after Elon Musk backs out of Twitter deal)
• $High Tide(HITI.US)$ +5.9% (High Tide's Blessed CBD has begun sales of its premium hemp-derived CBD products on Amazon in the United Kingdom)
• $康特科技(CAMT.US)$ +5.3% (Camtek announces 2Q prelim revenue above the cons...
专栏Before the Bell | Stocks face test as inflation looms over earnings season
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