OneMain股票讨论区

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $联合太平洋(UNP.US)$ - up 7.3%
2. $利西亚车行(LAD.US)$ - up 4.6%
3. $谷歌-A(GOOGL.US)$ - up 4.2%
4. $谷歌-C(GOOG.US)$ - up 4.1%
5. $小鹏汽车(XPEV.US)$ - up 4.0%
6. $波音(BA.US)$ - up 3.2%
7. $RPM International(RPM.US)$ - up 3.2%
8. $桑坦德银行(SAN.US)$ - up 1.9%
9. $Teladoc Health(TDOC.US)$ - up 1.8%...

$OneMain(OMF.US)$主要做消费贷，5年来营收保持增长，营收主要以利息收入为主，利息收入也保持了5年增长，除2021年外，信贷损失准备金均超过10亿，净利润的波动也主要由这部分引起。
资产负债率5年来从81%提升到了86.6%，资产主要由贷款组成，商誉和其他无形资产17亿，占净资产的56%，负债主要由长期借款构成，不会面临SVB那样的挤兑境地。
净资产30.29亿，有6.67亿的库存股，但是不足以抵消商誉和其他无形资产。
目前市盈率5.2，市净率1.5，估值上吸引力不大。

Upgrades
• $阿姆斯特朗工业(AWI.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $93
• $BioNTech(BNTX.US)$: SVB Securities Upgrades to Outperform from Market Perform - PT $223
• $CCC Intelligent Solutions Holdings(CCCS.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $12 (from $10)
• $PowerSchool(PWSC.US)$ : Goldman Sachs Upgrades to Neutral from Sell - PT $16 (from $15.50)
• $Shyft Group(SHYF.US)$ : DA Davi...

$Digital World Acquisition Corp(DWAC.US)$, the SPAC that recently agreed to combine with Donald Trump's Trump Media and Technology Group, soars more than nine-fold to take the top spot among the week's five biggest financial gainers (with market cap over $2B) by a wide margin.
By contrast, the second-biggest increase for the week, normally an impressive rise, looks less stellar — $Athene Holding Ltd(ATH.US)$, +19%, after its parent $阿波罗全球管理(APO.US)$ laid out its plan for 18% CAGR for fee-related earnings through 2026 during its investor day.
Apollo Global, as the third biggest gainer, rose almost as much at 18%;
Pet health insurer $Trupanion(TRUP.US)$ gains 18%;
$奇富科技(QFIN.US)$, +13%, partly recovers from the Chinese fintech slump triggered by Beijing's new data privacy law.
Among the stocks falling the most for the week, $Upstart(UPST.US)$ declined the most, down 12%, after the stock received a double-downgrade at BofA Securities on the basis that the stock's near-term upside is already priced in.
Brazilian bank, Banco Santander (Brasil) follows, -11%;
$PayPal(PYPL.US)$ dropped 10% during the week after reports that it's in talks to buy Pinterest for ~$45B, mostly in stock;
$OneMain(OMF.US)$, -9.1%, reported Q3 earnings beat estimates, but revenue was in-line; and
Crypto-focused $Silvergate Capital(SI.US)$, which reported better-than-expected Q3 earnings, saw its stock slip 8.5% during the week.