The recent insider share sale and lack of insider purchases over the last year may raise concerns for potential investors. Despite Owens Corning's profitability, the history of insider sales suggests caution.
Despite muted growth, Owens Corning may be a good investment as it trades below industry PE ratio. The current share price doesn't fully reflect future profit outlook, suggesting it's not too late to buy.
RECAP US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates. The$标普500指数(.SPX.US)$rose for a 14th week out of 15, the first for large-cap inde...
Owens Corning's low P/E ratio is attributed to investors' skepticism about its poor earnings performance improving. The company's lower-than-market forecast growth also contributes to its low P/E.
Owens Corning's growing ROCE, suggesting enhancement in efficiencies and higher returns without major capital changes, is seen positively. This trend may be a factor behind the stock's exceptional performance, indicative of investor recognition of these promising patterns.
Pre-Market Stock Movers Gapping up $麦当劳(MCD.US)$ (The fast-food chain gained nearly 1% premarket after Wells Fargo upgraded the stock to overweight from equal weight, saying the company “is firing on all cylinders” when it comes to innovation and that it could see upside in the second half of this year.) $WestRock(WRK.US)$ (Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...
Positive Report for$第一地平线国家银行(FHN.US)$From Jefferies First Horizon received a Buy rating and a $13.00 price target from Jefferies analyst Casey Haire today. $Shopify(SHOP.US)$Cut to Underperform From Neutral by Exane BNP Paribas Shopify Cut to Underperform From Neutral by Exane BNP Paribas. BMO Capital Initiates$欧特克(ADSK.US)$at Market Perform With $224 Price Target Autodesk (ADSK) has an average rating of outpe...
欧文斯科宁股票讨论区
新增数据:23Q4,营收增长0.8%,营业利润受去年超高费用今年恢复正常影响增长83.8%,有意思的是今年其他非经营费用多出来1.46亿,不知道是不是科目划分改变引起的,净利润增长6.6%。
2023年营收萎缩0.9%,营业利润增长2.5%,净利润萎缩3.6%。
资产负债率从57%下降到53.6%,现金大幅增加,有息贷款的长期借款一部分转到了短期借款。
现金流经营净额大幅高于投资净额,库存股继续增加,普通股继续减少。
目前市盈率12.6,5年平均净利6.9亿对应市盈率20.9,考虑到板块的周期性目前估值并不便宜,可以获利退出。
US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates.
The $标普500指数(.SPX.US)$ rose for a 14th week out of 15, the first for large-cap inde...
Gapping up
$麦当劳(MCD.US)$
(The fast-food chain gained nearly 1% premarket after Wells Fargo upgraded the stock to overweight from equal weight, saying the company “is firing on all cylinders” when it comes to innovation and that it could see upside in the second half of this year.)
$WestRock(WRK.US)$
(Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...
新增数据:2022后三季度及年报,2023Q1
2022年营收增长14.9%,营业利润受费用暴增影响仅增长10.2%,净利润则受1.3亿股权收益影响大幅增长24.7%。2022年利息费用占营业利润的6.9%,负担不重。
2023Q1营收略微萎缩0.6%,营业利润受毛利率下滑及费用继续飙升影响大幅下滑21.6%,净利润则因为1.9亿的固定资产出售收益而增长24.4%到3.8亿。
2022年应收变化不大,存货增长了2.6亿达到13.3亿,显示出销售遇到阻力。
商誉及其他无形资产30亿,占48.37亿净资产的62%。库存股28.16亿,算是笔隐形资产。长期借款30亿,实际杠杆率并不低。
5年来除2018年以外,现金流经营净额大幅高于投资净额,产生了不少股东盈余。
目前市盈率10.8,市盈率TTM略降到9.7,如果按5年平均净利润5.6亿计算,市盈率为22,按增长股看的话有一定折扣,按周期股看的话估值过高,综合来看降低仓位较为稳妥。
First Horizon received a Buy rating and a $13.00 price target from Jefferies analyst Casey Haire today.
$Shopify(SHOP.US)$Cut to Underperform From Neutral by Exane BNP Paribas
Shopify Cut to Underperform From Neutral by Exane BNP Paribas.
BMO Capital Initiates $欧特克(ADSK.US)$ at Market Perform With $224 Price Target
Autodesk (ADSK) has an average rating of outpe...
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