Hub Group股票讨论区

$Hub Group(HUBG.US)$营收近两年高速增长，2021和2022年分别增长21.1%和26.2%，营业利润这两年分别增长1.25倍和1倍，净利润则是增长了1.3倍和1.1倍。
2023前两季度营收萎缩25.8%，营业利润萎缩52.9%，净利润萎缩54.8%。
目前市盈率7.6，市盈率TTM提高到了9.6，如果全年净利萎缩一半，市盈率将提高到15，如果按5年平均净利1.8亿计算，市盈率为14.3，按周期股来看估值比较正常，没什么折扣。

Upgrades
• $美国运通(AXP.US)$ : Baird Upgrades to Outperform from Neutral - PT $175
• $The AZEK(AZEK.US)$ : BofA Securities Upgrades to Buy from Neutral
• $第一资本信贷(COF.US)$ : Baird Upgrades to Outperform from Neutral - PT $145
• $五三银行(FITB.US)$ : Baird Upgrades to Outperform from Neutral - PT $44
• $美国制商银行(MTB.US)$ : Baird Upgrades to Outperform from Neutral - PT $200 (from $175)
• $NextEra Energy Partners LP(NEP.US)$ : RBC Cap...

Gainers:
• $GTY Technology(GTYH.US)$ +118.1% (entered into a definitive agreement to be acquired by GI Partners )
• $Finch Therapeutics(FNCH.US)$ +68.33% (announces removal of FDA clinical hold on CP101 IND)
• $Zymeworks(ZYME.US)$ +42.34% (confirms receipt of non-binding proposal from All Blue Falcons for $10.50 per share in cash)
• $Hub Group(HUBG.US)$ +16.3% (earnings reports)
• $Lantheus(LNTH.US)$ +14.2% (earnings reports)
• $莫霍克工业公司(MHK.US)$ +13.7% (e...

Upgrades
• $Fortune Brands Home & Security(FBHS.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $84 (from $74)
• $福沃运输(FWRD.US)$ : Stifel Upgrades to Buy from Hold - PT $136 (from $122)
• $Grocery Outlet(GO.US)$ : BofA Securities Upgrades to Buy from Underperform - PT $37 (from $23)
• $Hub Group(HUBG.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $92 (from $76)
• $艾昆纬(IQV.US)$ : Piper Sandler Upgrades to Overweight...

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...

Gainers:
• $Clovis Oncology(CLVS.US)$ +40.6% (Rubraca significantly improves progression-free survival in first-line maintenance treatment in women with ovarian cancer regardless of their biomarker status in phase 3 athena-mono trial)
• $Dare Bioscience(DARE.US)$ +13.61% (Organon and Dar Bioscience have entered into an agreement whereby Organon will license global rights to XACIATO)
• $KULR Technology(KULR.US)$ +9.5% (secured a battery sa...