Nuvei anticipates its quarterly revenue growth rates and Adjusted EBITDA margins to increase throughout the year, aiming to align with the company's medium-term revenue growth target of 15 – 20%. The firm's underlying Adjusted EBITDA margin expectation is between 36 – 37% for Q1 2024.
Upgrades •$飞塔信息(FTNT.US)$: BMO Capital Upgrades to Outperform from Market Perform - PT $350 (from $325) •$微芯科技(MCHP.US)$: Stifel Upgrades to Buy from Hold - PT $75 (from $70) •$Ovintiv(OVV.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $64 (from $56) •$Riot Platforms(RIOT.US)$: Compass Point Upgrades to Buy from Neutral - PT $14 (from $30) •$Snowflake(SNOW.US)$: Jefferies Upgrades to Buy f...
I've been watching them for a bit, and I felt like they were a bit oversold on news today. Obviously they bounced nicely and were on the way up slowly before the rest of the market bounced.$Cerence(CRNC.US)$$Everbridge(EVBG.US)$$NUVEI(NVEI.US)$ Price to 2023 earnings is around 20 at this level and theyve got a pretty solid market presence. Question for them is can they expand outside the auto industry?
NUVEI股票讨论区
2021年上市的加拿大公司,主要做支付业务,全球化市场,当前价格26.81。
上市以来营收连续增长两年。2022年营收增速下滑到16.4%,营业利润受管理费用大幅增长影响萎缩了45.1%,净利润萎缩42%。
2023前3季度营收增长33.4%,营业利润增长21.2%,净利润受利息费用大幅增长影响转为亏损。
目前市盈率68.7,市盈率TTM亏损,仍然缺乏投资价值。
近4年营收从1.5亿增长到7.25亿,营业利润也以两位数增长了3年,从507.5万增长到1.48亿,净利润则是亏损3年后在2021年扭亏。
2022前三季度营收增长21.5%,营业利润下滑54.5%,主要是由于管理费用激增引起的,上市当年的常见现象,净利润下滑44.5%至5260万,但是很虚,因为其中有2000万的出售证券收益。
目前市盈率45.7,市盈率TTM 79.2。假设管理层没有增加管理费用,利润应该会多1.5亿,除税后前三季净利润应该在1.7亿,全年大概2.3亿,对应市盈率为20。
但是考虑到上市后管理费用完全不增加也不现实,营收增速也严重下滑,可以等年报出来再判断,目前的数据没有吸引力。
• $飞塔信息(FTNT.US)$ : BMO Capital Upgrades to Outperform from Market Perform - PT $350 (from $325)
• $微芯科技(MCHP.US)$ : Stifel Upgrades to Buy from Hold - PT $75 (from $70)
• $Ovintiv(OVV.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $64 (from $56)
• $Riot Platforms(RIOT.US)$ : Compass Point Upgrades to Buy from Neutral - PT $14 (from $30)
• $Snowflake(SNOW.US)$ : Jefferies Upgrades to Buy f...
• $美国航空(AAL.US)$ : JP Morgan Upgrades to Neutral From Underweight - PT $26 (from $18)
• $The AZEK(AZEK.US)$ : Citigroup Upgrades to Buy from Neutral - PT $30 (from $36)
• $波士顿物产(BXP.US)$ : Mizuho Upgrades to Buy from Neutral - PT $135 (from $120)
• $陶氏化学(DOW.US)$ : Citigroup Upgrades To Buy From Neutral - PT $82 (from $70)
• $克罗格(KR.US)$ : Exane Upgrades to Neutral from Underperform - PT $60
• $Milestone Pharmaceuticals(MIST.US)$ : Piper S...
Price to 2023 earnings is around 20 at this level and theyve got a pretty solid market presence. Question for them is can they expand outside the auto industry?
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