CEO Quintin Kneen is confident in Tidewater's potential to increase revenue by 40% and gross margin by 66% in 2024, citing improving offshore vessel demand and a vessel shortage. Evercore ISI analyst James West maintains his Buy rating, attributing this to Tidewater's diversified global footprint and strong offshore fundamentals.
Despite a lower ROE, Tidewater's high reinvestment rate and significant net income growth over the past five years are positives. The company's earnings are expected to accelerate according to forecasts.
Tidewater's P/S ratio indicates strong investor sentiment and expectation for future revenue growth, justifying the high ratio with solid revenue performance and growth projections surpassing the Energy Services industry.
TDM is Bursa plantation company with a healthcare arm. Professor Bruce Greenwald opined that you can get strategic insights by comparing the asset value (AV) with the earnings power value (EPV) of a company. In a very competitive environment would have the AV = EPV ie the assets have been well deployed to generate profits. If a company has a strong economic moat, you would expect EPV to be much greater than the AV. If you have a case of the EPV being muc...
Bruce E. Patrick, Tidewater President, expressed gratitude for Eckeard's successful management and his continued contributions to the company's business. His promotion is seen as a positive step in the company's operations.
Despite Tidewater's low ROE, its significant net income growth may be due to strategic moves or a low payout ratio. All profits reinvestment could be boosting earnings growth. Analysts predict continuous expansion of earnings.
$潮水公司(TDW.US)$nitiated at buy by BTIG, announced target price at $75.00. $泰勒科技(TYL.US)$initiated at overweight by JP Morgan, announced targe price at $472.00. $Adobe(ADBE.US)$was upgraded by BMO Capital from market perform to outperform, increased target price to $570.00. $Spotify Technology(SPOT.US)$was upgraded by Wolfe Research from peer perform to outperform, increased target price to $190.00. $特斯拉(TSLA.US)$w...
Nyc_FrosFbmThe Cow King:
Right! After all these big moves Elon making! Seems like they shorting! And want to change the narrative! Not to cover they shorts!
$潮水公司(TDW.US)$$特斯拉(TSLA.US)$$苹果(AAPL.US)$wow if you got into tide since 26 sep at 21bucks... Now it is 33 bucks.... A good 57%! Who got it? I feel it will go up further if the earnings are good.
潮水公司股票讨论区
Professor Bruce Greenwald opined that you can get strategic insights by comparing the asset value (AV) with the earnings power value (EPV) of a company.
In a very competitive environment would have the AV = EPV ie the assets have been well deployed to generate profits. If a company has a strong economic moat, you would expect EPV to be much greater than the AV. If you have a case of the EPV being muc...
$泰勒科技(TYL.US)$initiated at overweight by JP Morgan, announced targe price at $472.00.
$Adobe(ADBE.US)$was upgraded by BMO Capital from market perform to outperform, increased target price to $570.00.
$Spotify Technology(SPOT.US)$was upgraded by Wolfe Research from peer perform to outperform, increased target price to $190.00.
$特斯拉(TSLA.US)$w...
Swing trade long @ 33.07. SL if 15m closes below 31.29
In reaction to earnings/guidance:
• $The Trade Desk(TTD.US)$+17%, $Workiva(WK.US)$ +15.3%, $Arlo Technologies(ARLO.US)$ +12%, $Array Technologies(ARRY.US)$ +10.3%, $Everbridge(EVBG.US)$ +9.7%, $Catalyst Pharmaceuticals(CPRX.US)$ +9.4%, $奥洛兹美医疗(HALO.US)$ +8.7%, $Velo3D(VLD.US)$ +7.6%, $CyberArk(CYBR.US)$ + 6.2%, $美国血液技术(HAE.US)$ +5.8%, $Jackson Financial(JXN.US)$ +5.7% (also increases dividend), $Axon Enterprise(AXON.US)$ +4.8%,...
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