The Duckhorn Portfolio股票讨论区

$The Duckhorn Portfolio(NAPA.US)$2021年上市的美国公司，主要做豪华葡萄酒业务，主要市场在美国，当前价格8.75。
2021年上市以来营收增长了3年，平均增速14%，营业利润平均增速14.3%，净利润平均增速28.9%。2023年利息费用占营业利润的11%，利息负担正常。毛利率从49.7%提高到了53.5%，净资产收益率基本在7.5%左右。
2024Q1营收萎缩5.2%，营业利润萎缩19.3%，净利润萎缩21.5%。
上市以来资产负债率从32.2%略降到30.1%。 应收比例和增速比较正常，存货超过3个季度的营收，可能是酒类业务的特点，商誉及其他无形资产占净资产的63.4%，长期借款占净资产的24.1%，杠杆率还算正常。股本略有增长。
目前现金2,118.2万，流动比率3.1，速动比率0.6，还算正常。
上市以来现金流经营净额高于投资净额，产生了一些股东盈余。
目前市盈率14.5，市盈率TTM15.6，考虑到最近几个季度的萎缩趋势，暂时观察。

$美光科技(MU.US)$
— The chip stock slid 4% in extended trading after Micron offered weaker-than-expected earnings guidance for the current quarter. Micron said to expect a loss of $1.07 per share, while analysts polled by LSEG, formerly known as Refinitiv, expected 95 cents. Elsewhere, the company posted a narrower-than-expected loss for the fiscal fourth quarter, as well as revenue that came in ahead of expectations. Current-quarter revenue ...

Gapping up
In reaction to earnings/guidance:
• $Vail Resorts(MTN.US)$ +3.7%,$The Duckhorn Portfolio(NAPA.US)$ +2.7%,$杰富瑞(JEF.US)$ +1.6%
Other news:
• $Axsome Therapeutics(AXSM.US)$ +4.3% (disclosesplansto resubmit AXS-07 NDA basedonsuccessfulFDAtype a meeting)
• $Invivyd(IVVD.US)$ +4.1% (files for $400mlnmixed securities shelf offering)
• $Tritium DCFC(DCFC.US)$ +3.1%(tosupply fast chargers for Australia's l...

Gainers:
• $Veru Inc(VERU.US)$ +11.4% (extends momentum from +13% move during regular session)
• $Annovis Bio(ANVS.US)$ +9.4% (received notice from the FDA that the Phase 3 clinical study in early Parkinson's patients may proceed)
• $游戏驿站(GME.US)$ +6.7% (announces 4-for-l stock split)
• $Bed Bath & Beyond Inc(BBBY.US)$ +6% (interim CEO purchases 50000 shares)
• $瓦可能源(EGY.US)$ +5.4% (completes South Tchibala 1HB-ST W...