$ARK Innovation ETF(ARKK.US)$Higher taxes n possible bank systemic risks...ok let buy the dip n BET FED is not going on 50bps hike next round...LOL. bet of the month indeed. SVB chief look alot like Biden...must b oneof the many reasons for the stock plunge. Mayb just wall street dumping to test the mettle of Powell. They are testing to see if he is real hawk or a dove disguising as a hawk all this while. And could ark's companies hold on when liquidity goes even tighter until there is almost n...
Haleon股票讨论区
上市当年营收增长13.8%,营业利润增长11.4%,净利润由于利息费用激增而下滑了22.2%。
2023Q1营收增长13.7%,营业利润大幅增长34.6%,主要是营业费用增速低于营收增长的结果,利息费用增加很多,占营业利润的13.6%,负担略重,净利增长16.3%。
上市后资产负债率从23.1%大幅增长到52.7%,很不好的迹象。
2022年资产负债表显示应收账款比例和增速都比较健康,但是存货增长4亿达到13.5亿,比例上看还算正常,增长略快。
其他应收款从23.41亿大幅下滑到2.88亿,不知道是好事还是坏事。
商誉83.96亿,大约是净资产的一半。
长期借款从0直接增加到98.86亿,是净资产的60%,考虑到净资产中商誉占比,杠杆率极高了。
2022年投资净额88亿,经营净额只有21亿,现金目前是大幅净流出状态。
目前市盈率29.4,可以多等几份财报再评估。
专栏US Top Gap Ups and Downs on 4/4: EHC, HLN, NOW, XPEV and More
Gap Ups
1. $Encompass Health(EHC.US)$ - up 8.0%
2. $韩国电信(KT.US)$ - up 1.9%
3. $Haleon(HLN.US)$ - up 1.7%
4. $ServiceNow(NOW.US)$ - up 1.3%
5. $埃尔比特系统(ESLT.US)$ - up 0.8%
6. $Check Point软件(CHKP.US)$ - up 0.4%
7. $葛兰素史克(GSK.US)$ - up 0.4%
8. $帝亚吉欧(DEO.US)$ - u...
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$辉瑞(PFE.US)$$宝洁(PG.US)$$Moderna(MRNA.US)$$BioNTech(BNTX.US)$$西维斯健康(CVS.US)$$Medical Properties Trust(MPW.US)$$百汇生命产业信托(C2PU.SG)$$丰益国际(F34.SG)$$Tilray Brands(TLRY.US)$$麦当劳(MCD.US)$
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专栏US Top Gap Ups and Downs on 1/10: VALE, TTM, ILMN, NVO and More
Gap Ups
1. $Oak Street Health(OSH.US)$ - down 24.4%
2. $Tata Motors(TTM.US)$ - down 2.6%
3. $淡水河谷(VALE.US)$ - up 0.6%
4. $Warner Bros Discovery(WBD.US)$ - up 0.5%
5. $argenx SE(ARGX.US)$ - up 0.3%
Gap Downs
1. $Omega Healthcare Investors(OHI.US)$ - down 2.4%
2. $Illumina(ILMN.US)$ - down 2....
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