$佳明(GRMN.US)$Pre-established sale of shares of directors in Mar 2024. We witnessed a slew of sales from the insiders of the company as per planned dates & the share price remains robust. Investors are picking up these shares & going long.
Garmin Ltd.'s high P/E ratio may not be sustainable as its forecasted growth is lower than the market. Shareholders may face disappointment if the P/E aligns with the growth outlook.
Garmin's consistent return rate may not dazzle in the short term, but can lead to sizable share price returns in the long run. It's worth investigating whether the firm is trading at appealing prices.
Garmin's earnings growth is commendable, and the substantial ROE contributes to this growth. Despite its high ROE, its ability to reinvest has limited the benefits to investors. Analysts nonetheless believe the company's growth will persist.
Gapping up $百度(BIDU.US)$+7.6% (The Chinese search-engine giant reported fourth-quarter revenue higher than analysts' estimates and said it would buy back $5 billion of stock.) $Palo Alto Networks(PANW.US)$+8.9% (The cybersecurity company boosted fiscal-year guidance after posting better-than-expected fiscal second-quarter adjusted earnings and revenue.) $托尔兄弟(TOL.US)$+3.8% (The home builder posted fiscal first-quarter e...
佳明股票讨论区
马股:
$EPMB(7773.MY)$
$KGB(0151.MY)$
$KJTS(0293.MY)$
美股:
$佳明(GRMN.US)$
$赛富时(CRM.US)$
$Lemonade(LMND.US)$
$CRISPR Therapeutics(CRSP.US)$
声明:只是分享个人本月重点研究的股项,没有任何买卖建议。这里并非我的持仓,也并非我的完整观察名单。
$百度(BIDU.US)$+7.6% (The Chinese search-engine giant reported fourth-quarter revenue higher than analysts' estimates and said it would buy back $5 billion of stock.)
$Palo Alto Networks(PANW.US)$ +8.9% (The cybersecurity company boosted fiscal-year guidance after posting better-than-expected fiscal second-quarter adjusted earnings and revenue.)
$托尔兄弟(TOL.US)$ +3.8% (The home builder posted fiscal first-quarter e...
5年来毛利率基本在58%左右,净资产收益率则在18%上下波动,两个指标都属于中上。
5年来营收、营业利润和净利润(除2018)基本保持中速增长,净利润5年平均增速为16%,近3年平均增速为16%。
2022Q1营收、营业利润和净利润分别增长9.4%,-8.5%和-3.8%。
2022Q2营收、营业利润和净利润分别萎缩6.5%,21%和18.7%。
2022前两季度累计分别增长0.6%,-16%和-13%。
目前市场似乎不愿意接受这个事实,市盈率17,市盈率TTM18,暂时吸引力不大。
In reaction to earnings/guidance:
• $梯瓦制药(TEVA.US)$ +24%(also announces agreement for opioids settlement), $Enphase Energy(ENPH.US)$ +9.5%, $Spotify Technology(SPOT.US)$ +9.2%, $RPC Inc(RES.US)$ +8.5%, $奇波雷墨西哥烧烤(CMG.US)$ +8.2%, $Manhattan Associates(MANH.US)$ +8.1%, $希尔顿酒店(HLT.US)$ +6.7%, $ChampionX(CHX.US)$ +6.1%, $Mr. Cooper Group(COOP.US)$ +5.7%, $Constellium(CSTM.US)$ +5.5%, $波士顿科学(BSX.US)$ +5.4%,...
In reaction to earnings/guidance:
• $StoneCo(STNE.US)$ +28.4% (also announces executive hires), $昂跑(ONON.US)$ +8.27%, $美洲白银公司(USAS.US)$ +3.85%, $Torrid(CURV.US)$ +0.8%
Other news:
• $莱斯康制药(LXRX.US)$ +4.5% (enters into loan facility to support commercialization of sotagliflozin)
• $TMC the metals(TMC.US)$ +3.2% (signs term sheet for development of commercial system to collect deep-sea pol...
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