美股市场个股详情
HP 赫尔默里奇和佩恩材料
- 37.830
- -0.380-0.99%
收盘价 05/02 16:00 (美东)
- 37.830
- 0.0000.00%
盘后 16:03 (美东)
37.35亿总市值10.84市盈率TTM
38.640最高价37.710最低价137.05万股成交量38.390今开38.210昨收5206.28万成交额1.44%换手率9.09市盈率(静)9872.47万总股本45.51352周最高1.33市净率35.95亿流通值29.09552周最低1.81股息TTM9502.74万流通股74.613历史最高4.78%股息率TTM2.43%振幅4.375历史最低37.988平均价1股每手
赫尔默里奇和佩恩材料股票讨论区
登录发表评论
CPI Day
All eyes will be on Feb’s CPI data which is set to be released today (Tues). The slightly hotter than expected Jan’s CPI has cause a little alarm in the stock market. If we get another hot CPI, investors could be rattled.
For now, the market is predicting Fed will cut interest rate in June. A hot CPI will dash this hope.
$Arm Holdings(ARM.US$ $Workday(WDAY.US$$Lemonade(LMND.US$$Block(SQ.US$$SPDR道琼斯指数ETF(DIA.US$$SPDR道琼斯指数ETF(DIA.US$$赫尔默里奇和佩恩材料(HP.US$$SPDR黄金ETF(GLD.US$$蔚来(NIO.US$$Rivian Automotive(RIVN.US$ ...
For now, the market is predicting Fed will cut interest rate in June. A hot CPI will dash this hope.
$Arm Holdings(ARM.US$ $Workday(WDAY.US$$Lemonade(LMND.US$$Block(SQ.US$$SPDR道琼斯指数ETF(DIA.US$$SPDR道琼斯指数ETF(DIA.US$$赫尔默里奇和佩恩材料(HP.US$$SPDR黄金ETF(GLD.US$$蔚来(NIO.US$$Rivian Automotive(RIVN.US$ ...
From YouTube
10
12
Another record week?
S&P500 has hit a record high 15th time this year. And we are only at the start for the year. I can’t recall when was the last time we saw such a similar run.
Interesting to see if the stock market can continue to hit all time high again this week, and if it can, how many times would it be.
$SPDR 标普500指数ETF(SPY.US$$标普500指数(.SPX.US$$纳指100ETF-Invesco QQQ Trust(QQQ.US$$纳斯达克100指数(.NDX.US$ $美国超微公司(AMD.US$ $微软(MSFT.US$ $Coinbase(COIN.US$$Marathon Digital(MARA.US$$比特币(BTC.CC$$富国银行(WFC.US$$赫尔默里奇和佩恩材料(HP.US$$英特尔(INTC.US$$Lemonade(LMND.US$$富途控股(FUTU.US$
Interesting to see if the stock market can continue to hit all time high again this week, and if it can, how many times would it be.
$SPDR 标普500指数ETF(SPY.US$$标普500指数(.SPX.US$$纳指100ETF-Invesco QQQ Trust(QQQ.US$$纳斯达克100指数(.NDX.US$ $美国超微公司(AMD.US$ $微软(MSFT.US$ $Coinbase(COIN.US$$Marathon Digital(MARA.US$$比特币(BTC.CC$$富国银行(WFC.US$$赫尔默里奇和佩恩材料(HP.US$$英特尔(INTC.US$$Lemonade(LMND.US$$富途控股(FUTU.US$
8
2
AI Boom or Bubble?
This week, we have heavyweight Nvidia reporting their earnings. We could get some insight on whether this AI hype is a boom or a bubble.
In the past, people always say Apple is a market-moving stock. This year, it looks like Nvidia will take the title.
Their earnings can affect stocks such as Google, Microsoft, Palantir, AMD, TSMC, Apple, Meta, etc.
$奈飞(NFLX.US$$Marathon Digital(MARA.US$ $C3.ai(AI.US$ $超微电脑(SMCI.US$$蔚来(NIO.US$$LVMH Moet Hennessy Louis Vuitton(LVMUY.US$$Lululemon Athletica(LULU.US$$Visa(V.US$$万事达(MA.US$$PayPal(PYPL.US$$CrowdStrike(CRWD.US$$英特尔(INTC.US$$赫尔默里奇和佩恩材料(HP.US$$慧与科技(HPE.US$$富敦新元货币基金(SG9999005961.MF$$银行指数ETF-SPDR KBW(KBE.US$
In the past, people always say Apple is a market-moving stock. This year, it looks like Nvidia will take the title.
Their earnings can affect stocks such as Google, Microsoft, Palantir, AMD, TSMC, Apple, Meta, etc.
$奈飞(NFLX.US$$Marathon Digital(MARA.US$ $C3.ai(AI.US$ $超微电脑(SMCI.US$$蔚来(NIO.US$$LVMH Moet Hennessy Louis Vuitton(LVMUY.US$$Lululemon Athletica(LULU.US$$Visa(V.US$$万事达(MA.US$$PayPal(PYPL.US$$CrowdStrike(CRWD.US$$英特尔(INTC.US$$赫尔默里奇和佩恩材料(HP.US$$慧与科技(HPE.US$$富敦新元货币基金(SG9999005961.MF$$银行指数ETF-SPDR KBW(KBE.US$
From YouTube
4
4
Double edged sword
The Mag 7 has driven the stock market to all time high, giving investors stunning returns. But such phenomenon is a double edged sword.
They say, water can float a boat as it can capsize it (水能载舟，亦能覆舟), therefore the same stocks can also be the cause that drive the market down.
As lots of optimism have been priced in, so it’s no longer about meeting earnings expectations for these megacap companies, it’s about offering solid guidance and company outlook.
$奈飞(NFLX.US$$道琼斯指数(.DJI.US$ ...
They say, water can float a boat as it can capsize it (水能载舟，亦能覆舟), therefore the same stocks can also be the cause that drive the market down.
As lots of optimism have been priced in, so it’s no longer about meeting earnings expectations for these megacap companies, it’s about offering solid guidance and company outlook.
$奈飞(NFLX.US$$道琼斯指数(.DJI.US$ ...
14
2
$赫尔默里奇和佩恩材料(HP.US$1963年上市，业务覆盖面较广，陆海都做，90%以上的市场在美国，当前价格35.3。
5年来营收在2019和2020年大幅萎缩，2023年超过了2019年的高点，营业利润则在2020和2021年亏损，2022年微弱盈利，2023年净利达到5.34亿，5年平均净利为0.63亿。2023年利息费用占营业利润的2%，利息负担可以忽略。净资产收益率达到15.5%。
5年来资产负债率从31.3%提高到36.7%。 应收和存货的比例和增速都较正常，商誉及其他无形资产1.06亿，占27.72亿亿净资产的3.8%，长期借款5.45亿，占净资产的20%，杠杆率很低。库存股4.64亿，股本基本上没有变化。
目前现金3.5亿，流动比率2.4，速动比率1.9都比较健康。
5年来现金流经营净额大幅超过投资净额，产生了很多股东盈余。
目前市盈率8.5， 5年平均净利对应市盈率为55.7，市净率1.3，股息率5.5%，股息不太稳定，按周期股来看估值不算低，暂时吸引力不大。
5年来营收在2019和2020年大幅萎缩，2023年超过了2019年的高点，营业利润则在2020和2021年亏损，2022年微弱盈利，2023年净利达到5.34亿，5年平均净利为0.63亿。2023年利息费用占营业利润的2%，利息负担可以忽略。净资产收益率达到15.5%。
5年来资产负债率从31.3%提高到36.7%。 应收和存货的比例和增速都较正常，商誉及其他无形资产1.06亿，占27.72亿亿净资产的3.8%，长期借款5.45亿，占净资产的20%，杠杆率很低。库存股4.64亿，股本基本上没有变化。
目前现金3.5亿，流动比率2.4，速动比率1.9都比较健康。
5年来现金流经营净额大幅超过投资净额，产生了很多股东盈余。
目前市盈率8.5， 5年平均净利对应市盈率为55.7，市净率1.3，股息率5.5%，股息不太稳定，按周期股来看估值不算低，暂时吸引力不大。
More gains in 2024?
Since 1950, the return for S&P500 after a 20+% yearly gain is an average of about 10%.
Not just that, 80% of the second year is green.
History may not guarantee future performance. But would you want to go against the high probability?
That said, stay nimble, do your own research, and be prepared to switch side if required.
$Grab Holdings(GRAB.US$$Enphase Energy(ENPH.US$ $Palantir(PLTR.US$$Adobe(ADBE.US$$赛富时(CRM.US$ $GlobalFoundries(GFS.US$$英特尔(INTC.US$$Lululemon Athletica(LULU.US$$Snap Inc(SNAP.US$$赫尔默里奇和佩恩材料(HP.US$$百事可乐(PEP.US$$可口可乐(KO.US$$星巴克(SBUX.US$$强生(JNJ.US$$宝洁(PG.US$
Not just that, 80% of the second year is green.
History may not guarantee future performance. But would you want to go against the high probability?
That said, stay nimble, do your own research, and be prepared to switch side if required.
$Grab Holdings(GRAB.US$$Enphase Energy(ENPH.US$ $Palantir(PLTR.US$$Adobe(ADBE.US$$赛富时(CRM.US$ $GlobalFoundries(GFS.US$$英特尔(INTC.US$$Lululemon Athletica(LULU.US$$Snap Inc(SNAP.US$$赫尔默里奇和佩恩材料(HP.US$$百事可乐(PEP.US$$可口可乐(KO.US$$星巴克(SBUX.US$$强生(JNJ.US$$宝洁(PG.US$
From YouTube
10
2
Bear case?
Inflation has dropped from 9% to around 3%. That’s about 66% drop.
Apart from the banking crisis scare earlier this year, the US economy and labour market seem to be doing okay in this high interest rate environment
The S&P500 index is up more than 20% this year.
The overall stock market could go even higher if cash are being rotated from the money market funds to the equities.
Just wondering, is anyone still shorting the market? If so, what’s the bear case now? Recession in 2024?
$英特尔(INTC.US$$SentinelOne(S.US$$iShares罗素2000指数ETF(IWM.US$$Direxion Daily TSLA Bull 2X Shares(TSLL.US$$Spotify Technology(SPOT.US$$Snap Inc(SNAP.US$$ProShares比特币策略ETF(BITO.US$$The Trade Desk(TTD.US$$Visa(V.US$$万事达(MA.US$$PayPal(PYPL.US$$赫尔默里奇和佩恩材料(HP.US$$塔吉特(TGT.US$$沃尔玛(WMT.US$
Apart from the banking crisis scare earlier this year, the US economy and labour market seem to be doing okay in this high interest rate environment
The S&P500 index is up more than 20% this year.
The overall stock market could go even higher if cash are being rotated from the money market funds to the equities.
Just wondering, is anyone still shorting the market? If so, what’s the bear case now? Recession in 2024?
$英特尔(INTC.US$$SentinelOne(S.US$$iShares罗素2000指数ETF(IWM.US$$Direxion Daily TSLA Bull 2X Shares(TSLL.US$$Spotify Technology(SPOT.US$$Snap Inc(SNAP.US$$ProShares比特币策略ETF(BITO.US$$The Trade Desk(TTD.US$$Visa(V.US$$万事达(MA.US$$PayPal(PYPL.US$$赫尔默里奇和佩恩材料(HP.US$$塔吉特(TGT.US$$沃尔玛(WMT.US$
From YouTube
14
6
Party pooper
After the intraday rally during post FOMC conference, New York Fed President John Williams came out on Friday to say that they are not really talking about rate cuts yet. That’s different from what Powell has shared.
Is Williams the party pooper? Or was Powell lying?
Meanwhile, the post FOMC euphoria could been dampened a little. Will be interesting to see how market moves today, especially after last Friday’s heavily manipulated Triple Witching Day.
$Coinbase(COIN.US$ $Arm Holdings(ARM.US$$英伟达(NVDA.US$ ...
Is Williams the party pooper? Or was Powell lying?
Meanwhile, the post FOMC euphoria could been dampened a little. Will be interesting to see how market moves today, especially after last Friday’s heavily manipulated Triple Witching Day.
$Coinbase(COIN.US$ $Arm Holdings(ARM.US$$英伟达(NVDA.US$ ...
From YouTube
9
3
Recent insider selling at Helmerich & Payne without any purchases raises flags. Despite the firm's profitability and increased earnings, coupled with high insider ownership signifying management-shareholder alignment, the history of share sales causes hesitation.
暂无评论
分析
目标价预测
暂无数据
热议
美股
综合热度
股票代码
最新价
涨跌幅
De beck : True, but if I remember correctly, the market was only down the day of reporting, gained all back in 2 days. Find out tomorrow, hot report could shock the market.
CᖇYᑌI᙭ : Trouble trouble trouble.
Cow Moo-ney楼主 De beck: Buy the dip crowd kept stepping in. Let’s see if they can do it again if we get a hot CPI
Ultratech : it's still Monday here. is dub step still a thing. my theory is market hates uncertainty whatever cpi is just going to flyyy
Cow Moo-ney楼主 Ultratech: Haha it’s Tuesday here in Asia. Where are you from?
查看更多评论...