Tarak Mehta's appointment, a seasoned executive, is seen as a commitment to advancing Timken's industrial diversification strategy. His customer-centric innovation and growth strategies are expected to boost Timken's global leadership.
High levels of insider ownership at Timken are seen as a positive sign, indicating management's incentives align with shareholders. However, insiders selling shares over the past year, particularly below the current price, is viewed negatively.
Timken's future earnings growth and robust outlook have not yet been fully factored into the share price, indicating a buying opportunity. However, consider other factors like financial health before investing.
The low P/E ratio is due to investor scepticism about future earnings. The future growth is estimated at 5.9%, which is lower than the market's forecasted expansion of 10%, causing concern among shareholders.
Minor concern arises from insiders selling Timken shares around current price. The absence of insider purchases last year raises doubts on company's outlook, despite it being profitable with growing profits and significant insider ownership.
Timken's financials remain solid even after share price dip with a favorable ROE and profitable usage of retained earnings. Future forecasts suggest possible stock value growth due to expected earnings acceleration.
Timken has shown a continued capacity to reinvest at respectable rates of return. While these returns may not appear thrilling over short periods, they can lead to strong share price returns over time.
铁姆肯股票讨论区
I’ve installed 100’s of Timken wheel bearings. They’ve never let me down.
📊⚡️📊
新增数据:23Q4,营收略有增长,营业利润受费占比大幅提升影响萎缩6.6%,净利润受其他非经营费用影响萎缩38%。
2023年营收增长6.1%,营业利润增长7.9%,净利润受利息费用提升和其它费用影响萎缩2.2%。
2023年商誉从18.6亿提高到24亿,应该是进行了中等规模收购,短期借款从0.49亿增加到6.1亿。现金流经营净额低于投资净额。
目前市盈率16,5年净利润平均增速降到了5.9%,估值已经超出了合理区间,可以暂时退出。
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