Ferroglobe's CEO Marco Levi is confident in Larsen's ability to excel in his new role, citing his successful track record of implementing sales and marketing strategies across businesses similar to Ferroglobe's product portfolio.
Despite the recent drop in share price, long-term investors have seen a return of 12% each year over five years. The recent sell-off could be an opportunity, pending signs of a long-term growth trend in the fundamental data.
The improvement in Ferroglobe's ROCE and the substantial returns to shareholders suggest promising fundamentals for the company. Further due diligence might be required to evaluate the company's future prospects.
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$SilverSun Technologies(SSNT.US)$
When I called it at $4 🙂
新增数据:2022Q4及全年,2023Q1
营收增长46%,营业利润增长23.7倍,净利润扭亏达到4.44亿。
2023Q1营收下滑44%,营业利润下滑79%,净利润下滑83%。
目前市盈率2.2,市盈率TTM增加到3.2,如果全年净利下滑80%,市盈率将达到11,如果按5年平均净利来看,市盈率会是负数,综合来看没有什么吸引力,平仓退出。
毛利率5年来从34%下滑到17.4%后又恢复到28%,净资产收益率仅在2018年为盈利5.5%,其余4年都是亏损。
本来是要直接排除的,但是2022前两季度的营收增长1倍达到15.6亿,营业利润和净利润分别达到4.8亿和3.4亿。这让市盈率TTM降到了4.7,如果增速稳定,全年利润达到7亿,目前市盈率就会低于2。
5年来资产负债率从53%上升到了79%,2022前两季度又下降至67%。
长期借款3.89亿,现金已经达到3亿,流动性看起来不错,长期借款占净资产的61%。
5年来经营净额超过投资净额,有一定的股东盈余。
目前市盈率TTM4.7,预期市盈率可以降到2以下,市净率目前2.1,可以谨慎选择(⭐️)。
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