Legacy's CEO praised the team's effort to manage expenses and boost profitability amid lower demand. He noted significant time spent on recruiting professionals and upgrading processes, and expressed optimism about improving market conditions and Legacy's positioning for 2024.
Kenneth Shipley's recent sale is the largest insider sale of Legacy Housing shares in the past year. Despite high insider ownership, the history of share sales could be a cause for concern.
Legacy Housing's true earnings power may be less, given lower profit to FCF conversion. Its strong EPS growth over the past years offers hope. More analysis involving margins, forecast growth, etc., advised for a better understanding.
Upgrades •$B&G食品(BGS.US)$: Piper Sandler Upgrades to Neutral from Underweight - PT $23 (from $25) •$诺基亚(NOK.US)$: Citigroup Upgrades to Buy from Neutral •$美国网存(NTAP.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $84 (from $90) •$PBF Energy(PBF.US)$: Wells Fargo Upgrades to Overweight from Equal Weight - PT $57 (from $30) •$US Silica(SLCA.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $20 •$汤森路透(TRI.US)$: CIBC Up...
Legacy Housing股票讨论区
新增数据:23Q3,23Q4,营收连续下滑4个季度,营业利润受毛利率波动影响Q3增长Q4下滑,净利润也类似。
2023年营收萎缩26.4%,营业利润萎缩17.2%,净利润萎缩19.6%。
资产负债率从12.5%微增到13.8%,长期借款从254.5万增长到2368万,而现金从1123万下降到74.8万,资金非常紧张。
目前市盈率9.1,由于板块有很强的周期性,连续4个季度萎缩很可能是进入了下降周期,退出观望。
2023上半年营收萎缩15%,营业利润萎缩7.4%,净利润萎缩6.2%。
5年来资产负债率从19.5%,下降到12.5%,2023Q2进一步下降到11.3%。应收增长较快,存货不高。有少量短期借款,没有长期借款。
5年来现金流经营净额略微高于投资净额,股东盈余很少。
目前市盈率7.8,市盈率TTM微升到8.1,考虑到板块周期问题,仅可谨慎选择(⭐️)
• $B&G食品(BGS.US)$ : Piper Sandler Upgrades to Neutral from Underweight - PT $23 (from $25)
• $诺基亚(NOK.US)$ : Citigroup Upgrades to Buy from Neutral
• $美国网存(NTAP.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $84 (from $90)
• $PBF Energy(PBF.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $57 (from $30)
• $US Silica(SLCA.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $20
• $汤森路透(TRI.US)$ : CIBC Up...
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