Steelcase股票讨论

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$Steelcase(SCS.US)$
看图说话，短线依然看涨

$Steelcase(SCS.US)$ — Shares of the office furniture company jumped nearly 6% on Wednesday evening following a strong earnings report for its most recent quarter. Both adjusted earnings per share and revenue were higher than analysts estimated, according to FactSet. Steelcase also issued guidance for the current quarter that was higher than Wall Street’s projections.
$MillerKnoll(MLKN.US)$ — MillerKnoll, another furniture company, saw shares decline ...

$Steelcase(SCS.US)$营收在2020年达到37亿高点后下滑到26亿，2022年恢复到27.7亿，而营业利润从2020年2.6亿高点跌倒0.79以后，在2021年近一步跌到0.2亿，净利润则从2亿高点跌到0.26亿，2021年跌倒400万的水平。
2022前三季度营收增长20.4%到24.3亿，营业利润增长1.8倍到0.5亿，净利润增长两倍到0.2亿。
利润表显示公司过去十年的头6年营收基本保持在30亿，营业利润1.8亿上下，净利润1亿左右。后四年中前两年猛涨到37亿，后两年又跌倒26亿右，颇有些均值回归的样子。
公司的营业费用弹性较小，因此营收大幅下滑或上涨会造成利润的猛烈波动。
目前公司市盈率252，市盈率TTM已经降到了50.5，如果按1亿净利润，对应市盈率为8.6，无论哪个估值对周期公司来说都不算低估，吸引力不大。

Gapping up
$Steelcase(SCS.US)$ +3% (Steelcase gained 3% in the premarket after the office furniture maker reported better-than-expected quarterly earnings and issued an upbeat profit forecast. Steelcase’s quarterly revenue fell short of Wall Street forecasts as did its revenue forecast, however, but its backlog of orders is 3% higher than it was a year ago.
$Lucid Group(LCID.US)$ +5.81% (the electric vehicle maker raised more than $1....

Gapping up
In reaction to earnings/guidance:
• $德意志银行(DB.US)$ +5.6%, $赛富时(CRM.US)$ +2.3%, $富乐(FUL.US)$ +2.2%, $携程网(TCOM.US)$ +0.7%
Other news:
• $Precigen(PGEN.US)$ +3.9% (names new COO)
• $Scorpio Tankers(STNG.US)$ +2.7% (reports it purchased its common shares in the open market and exercised a purchase option for an LR2 product tanker that is currently leased)
• $Marinus Pharmaceuticals(MRNS.US)$ +1.6% (...

Gainers:
• $Aura Biosciences(AURA.US)$ +13.9% (reports topline data from study of AU-011)
• $Hyzon Motors(HYZN.US)$ +8.2% (to collaborate with $斯伦贝谢(SLB.US)$ in decarbonizing oil & gas field operations with high-power fuel cells)
• $Apogee Enterprises(APOG.US)$ +6.3% (In reaction to earnings/guidance)
• $GMS Inc(GMS.US)$ +6% (In reaction to earnings/guidance)
• $达登饭店(DRI.US)$ +4.2% (In reaction to earnings/gui...