Sitio Royalties' future revenue growth is expected to outperform the industry, boosting its P/S ratio. Shareholders' confidence in future revenues supports this ratio, making a significant share price drop unlikely soon.
While Sitio Royalties' return on equity and stock price might fell short, its net income growth, efficient reinvestment, and recent initiation of dividends are seen as positives. Analysts predict an increase in the company's earnings.
Gainers: •$Axsome Therapeutics(AXSM.US)$+39.1% (received from FDA proposed labeling for the its AXS-05 product candidate with respect to its New Drug Application for AXS-05 for the treatment of major depressive disorder) •$Capricor Therapeutics(CAPR.US)$+4% (announces statistically significant clinical benefits in skeletal muscle function in non-ambulant duchenne muscular dystrophy patients treated with CAP-1002 in HOPE-2 Open L...
Upgrades •$阿卡迪亚(ACAD.US)$: Jefferies Upgrades to Buy from Hold - PT $25 (from $22) •$亚瑟加拉格尔(AJG.US)$: RBC Capital Upgrades to Outperform from Sector Perform - PT $185 (from $182) •$Apple Hospitality REIT(APLE.US)$: B.Riley Upgrades to Buy from Neutral - PT $19 •$汽车地带(AZO.US)$: Morgan Stanley Upgrades to Overweight from Equalweight - PT $2,420 (from $2,125) •$波音(BA.US)$: Citigroup Upgr...
Sitio Royalties股票讨论区
随着最近13F的披露,霍华德·马克斯的最新投资行动也浮出水面。
橡树资本管理公司的总部设在洛杉矶。橡树资本管理公司是一家对冲基金,拥有310名客户,管理的全权资产(AUM)为147,452,182,548美元(2022年11月2日的ADV表格)。他们最近报告的2022年第三季度13F文件包括9,108,674,000美元的托管13F证券和52.56%的前10大持股集中度。
橡树资本的最新持股
橡树资本管理公司(OakTree Capital Management)董事长霍华德马克斯(Howard Marks)一直青睐低效市场,并大量投资于债务、优先股和可转换债券。而2022年的大利润主要是因为它对能源股的俘获。
自2021年初以来,橡树资本在股票头寸方面大幅增加了能源股的分配。根据橡树资本提交给这些公司的13F季度报告,截至2022年第三季度末,橡树资本的总持股规模为91....
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Downgrades
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•...
• $Axsome Therapeutics(AXSM.US)$ +39.1% (received from FDA proposed labeling for the its AXS-05 product candidate with respect to its New Drug Application for AXS-05 for the treatment of major depressive disorder)
• $Capricor Therapeutics(CAPR.US)$ +4% (announces statistically significant clinical benefits in skeletal muscle function in non-ambulant duchenne muscular dystrophy patients treated with CAP-1002 in HOPE-2 Open L...
• $阿卡迪亚(ACAD.US)$ : Jefferies Upgrades to Buy from Hold - PT $25 (from $22)
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• $Apple Hospitality REIT(APLE.US)$ : B.Riley Upgrades to Buy from Neutral - PT $19
• $汽车地带(AZO.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $2,420 (from $2,125)
• $波音(BA.US)$ : Citigroup Upgr...
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