The stock's high beta suggests potential future price volatility. Given the negative growth outlook and current overvaluation, it may not be the best time to invest in TMHC. A future price fall could present a buying opportunity.
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...
Taylor Morrison Home股票讨论区
2023前两季度营收增长0.7%,营业利润下滑9%,净利润下滑9.6%。
5年来资产负债率从54%下降到45%,2023Q2进一步下降到41.8%。
2022年存货达到53.71亿,占当年营收的65%,基本是板块平均水平。
商誉6.63亿,占50.95亿净资产的13%,长期借款23.94亿,占净资产的47%,杠杆率在板块内属于偏高的。
5年来现金流经营净额大幅超过投资净额,股东盈余很多。
目前市盈率5.3,市盈率TTM微升到5.32,考虑到板块周期,仅可谨慎选择(⭐️)
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• $Brixmor Property Group(BRX.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $25 (from $27)
• $信诺(CI.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $296 (from $283)
• $Enerpac Tool(EPAC.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $23 (from $22)
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• $Extra Space Storage(EXR.US)$ : JPMorga...
• $阿卡迪亚(ACAD.US)$ : 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...
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