辛克莱广播集团股票讨论区

$辛克莱广播集团(SBGI.US)$5年来营收在前4年快速增长，2021年增速下滑到3.2%触顶，2022年大幅萎缩36%，营业利润则受成本波动影响非常大，2020年达到13.8亿的高点后，2021年跌到了0.24亿的低点，2022年靠大幅削减营业费用和降低成本，营业利润增长到5.6亿。净利润在2020年反而由于资本性资产减值大幅亏损24.3亿，2022年又因为业务出售收益大幅盈利27亿。
2023Q1营收下滑40%，营业利润下滑74%，净利润则受所得税返还影响而免于亏损。
由于净利润波动过于剧烈，看5年平均更有意义，5年平均净利为0.8亿，对应市盈率11，估值不算高，但是考虑到利润的波动过大非常难以预测，目前缺乏投资价值。

Gapping up
$Aerojet Rocketdyne(AJRD.US)$ +2% (Aerojet Rocketdyne agreed to be bought by rival defense contractor $L3Harris Technologies(LHX.US)$ for $4.7 billion, or $58 per share in cash)
$特斯拉(TSLA.US)$ +3.4% (CEO Elon Musk ran a Twitter poll on whether he should remain as Twitter's chief executive, and that he would abide by the results. Some major Tesla shareholders have expressed concern over Musk trying to run both companies,...

Gapping up
In reaction to earnings/guidance:
• $科蒂(COTY.US)$ +3.9%, $通用磨坊(GIS.US)$+2.6%
Other news:
• $Clene(CLNN.US)$ +5.3% (announces presentation of updated survival results from the Phase 2 RESCUE-ALS trial open-label extension)
• $Clearway Energy-C(CWEN.US)$ +2.5% (Provides operational update on El Segundo Energy Center)
• $Apartment Income(AIRC.US)$ +2.4% (provides operating update)
• $Alpine Immune(ALPN.US)$ +2.3% (...

Upgrades
• $美国资本代理公司(AGNC.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $13 (from $13.50)
• $Esperion Therapeutics(ESPR.US)$ : JP Morgan Upgrades to Neutral From Underweight
• $飞塔信息(FTNT.US)$ : Mizuho Securities Upgrades to Buy from Neutral - PT $350 (from $340)
• $Horizon Technology Finance(HRZN.US)$ : Compass Point Upgrades to Neutral From Sell
• $Momentive Global(MNTV.US)$ : Craig-Hallum Upgrades to Buy from Hold - PT $...

Upgrades
• $德希尼布FMC(FTI.US)$ : Societe Generale Upgrades to uy from Hold - PT $10
• $Lululemon Athletica(LULU.US)$ : Truist Securities Upgrades to Buy from Hold - PT $495 (from $390)
• $NorthWestern(NWE.US)$ : Barclays Upgrades to Equal Weight From Underweight - PT $62 (from $57)
• $波特兰通用电气(POR.US)$ : Barclays Upgrades to EqualWeight From Underweight - PT $57 (from $53)
• $普尔斯玛特(PSMT.US)$ : Scotiabank Upgrades to Sector Outperform Fro...

Gainers:
• $Natus Medical(NTUS.US)$ +28.6% (to be acquired by ArchiMed Group for $33.50/share in cash)
• $Middlefield Banc(MBCN.US)$ +6.1% (Ancora Issues Open Letter to Middlefield Banc Corp. Shareholders)
• $辛克莱广播集团(SBGI.US)$ +5% (Sinclair Broadcast and Charter Communications (CHTR.) reach a comprehensive distribution agreement)
• $Castle Biosciences(CSTL.US)$ +4.1% (announces a recent poster presentation highlighting...

$辛克莱广播集团(SBGI.US)$ Sinclair Broadcast Group (SBGI) – Sinclair is still working to contain a cybersecurity breach that disrupted operations throughout its TV broadcast stations and networks. The company said it could not yet determine if the disruption will have a material impact on its financial results.
$齐昂银行(ZION.US)$ Zions Bancorp (ZION) – Zions beat estimates by 10 cents a share, with quarterly earnings of $1.45 per share. The bank’s revenue fell below Wall Street forecasts. Zions said loan demand has recovered after several weak quarters. Its stock slid 2.1% in the premarket.