医疗保健房地产信托股票讨论区

$医疗保健房地产信托(HR.US)$营收5年来持续增长，其中2022年大幅增长74.4%，营业利润5年来变化不大，2022年虽然营收受收购影响大幅增长，但是折旧摊销也大幅增长，抵消了营收增长，因此营业利润反而有小幅萎缩，净利润5年来波动中下滑。
2023上半年营收增长1.3倍，但受折旧摊销大幅增长影响，营业利润继续萎缩40%，净利润大幅亏损。
目前市盈率165，市净率0.88，股息率6.2%，由于收购的长期影响还没完全展示出来，暂时观望。

Gainers:
• $Resolute Forest Products(RFP.US)$ +65.7% (entered into an agreement under which Domtar will acquire all of the outstanding common shares of Resolute stock for $20.50 per share and one Contingent Value Right)
• $Applied Molecular(AMTI.US)$ +2.9% (to report top-line Phase 2 results from MARKET combination Trial of Oral AMT-101)
• $Primoris Services(PRIM.US)$ +2.1% (awarded a $170 mln project by Texas DOT)
• $渤健公司(BIIB.US)$ +2.1% (Bi...

Upgrades
•$奥托立夫(ALV.US)$ : UBS Upgrades to Buy from Neutral - PT $90 (from $103)
• $Clean Energy Fuels(CLNE.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $6
• $EOG能源(EOG.US)$ : Raymond James Upgrades to Strong Buy from Outperform - PT $170
• $Genuine Parts(GPC.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $133
• $Graphic Packaging(GPK.US)$ : Exane Upgrades to Outperform from Neutral - PT $26
• $Healthcare Trust of America(HTA.US)$ : Berenbe...

Upgrades
• $Baker Hughes(BKR.US)$ : HSBC Upgrades to Buy from Hold - PT $38.30
• $智利CCU啤酒(CCU.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $Capital City Bank Group(CCBG.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $31.50 (from $29)
• $Hub Group(HUBG.US)$ : Susquehanna Upgrades to Positive from Neutral - PT $83 (from $92)
• $盈透证券(IBKR.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $90
• $JB亨特运输服务(JBHT.US)$ : Susqueh...

Goldman Sachs continues to be bullish: January will see hundreds of billions of dollars in incremental capital inflows.
There are two main reasons for Goldman's forecast:
One is that global equity inflows this year have exceeded those of the past 25 years combined, a situation that "will take a much bigger correction to change".
The second, and more important, reason is that January is typically when most funds allocate their money.
In each of the 24 years from 1996 to 2020, capital inflows in January exceeded those in the other 11 months of the year, accounting for 134% of total capital flows, while outflows in the other 11 months were 34%.
Private wealth managers around the world are now allocating more to equities and less to bonds, a trend Goldman sachs reckons will continue.
In contrast to Goldman's staunchly bullish stance, Morgan Stanley warned that the outlook for U.S. stocks was worse than most expected.
Fed tapering (fire) and slowing growth (ice) may play a song of ice and fire. Let's hope investors are fully aware of the risks of slower growth. The risks of a sustained cyclical downturn in the economy are as important to investors as external shocks.
Overall, Morgan Stanley thinks the impact of Fed tapering and slowing growth on U.S. stocks could be worse than most expect.
As a result, investors should guard their equity positions against speculative stocks, and high-tech stocks are vulnerable. Investors should focus on defensive assets with stable earnings, such as health care, REITs and consumer staples.
It believes the Fed is beginning "a very long process of removing monetary accommodation". At the same time, the strategist believes the Hawkish fed shift is still not widely recognized by the market, even though the most expensive basket of investment stocks, growth stocks, has started to suffer.
As markets and the Fed come to realize that inflation is not temporary, there could be further valuation killings.
Which opinion do you prefer?
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