$捷普科技(JBL.US)$Looks like a red candle start in the making for May'24. Just dipped below Apr'24 close of 117.36 set to paint another red candle. Pretty deep correction possible if 111.55 doest not hold.
The recent sales of shares by the Executive Chairman at around the current price of US$129 is not a major concern but it's not a good sign either. The lack of insider purchases over the last year does not inspire confidence in the company, despite the fact that Jabil is profitable and growing its profits.
CEO of Jabil, Kenny Wilson, sees fiscal year 2024 as a transitional period due to the sale of the company's mobility business. Despite short-term revenue challenges, he is satisfied with the team's execution and the model's resilience.
The company's rising ROCE trend and profitable capital reinvestment are encouraging. Yet, the high ratio of current liabilities to total assets may present risks. The stock's strong performance over the past five years mirrors these trends.
Jabil's positive outlook appears to be factored into its current share price. The optimistic forecast and high beta suggest potential for future buying opportunities, warranting a closer look at factors like its balance sheet strength.
The significant insider selling at Jabil over the last three months, with no recorded purchases, raises caution. Despite high insider ownership, the history of share sales is concerning.
捷普科技股票讨论区
1993年上市的美国公司,主要从事制造服务和解决方案提供,全球化市场比较分散,当前价格117.35。
5年来营收持续增长,平均增速9.4%,营业利润除2020年外增长了4年,平均增速22.4%,净利润受其它收入影响波动较大,5年平均增速56%。2023年利息费用占营业利润的12.9%,利息负担较重。毛利率近5年从7.6%提高到8.3%,净资产收益率在2.9%和43.4%之间大幅波动。
2024前两季度营收萎缩14.7%,营业利润萎缩2.4%,净利润受业务出售收益支持增长了1.6倍达到11.2亿。
目前市盈率19.5,市盈率TTM10.2,考虑到近期利润大幅增长并非核心盈利能力改善,营收增长似乎见顶,暂时观望。
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