The company anticipates value unlock and growth potential post-split. Divestiture may decrease TC Energy's Mexico exposure and could include U.S. asset sales details of which remain undisclosed due to sensitive discussions.
Core Points: Domestic refining activity is improving as demand for diesel increases and inventory levels remain low. The global product supply outlook includes new hydrotreating units at Kuwait's al-Zour refinery and an expected increase in China's oil product export quotas. There are positive developments in the natural gas market, with a potential increase in production in late...
Gainers: •$Cowen(COWN.US)$+14.4% ($多伦多道明银行(TD.US)$is considering possible bid for COWN, according to Bloomberg) •$戴纳基(DYN.US)$+11.1% (FDA lifts clinical hold, clears IND application to initiate clinical trial of DYNE-251) •$金融壹账通(OCFT.US)$+10.8% (successfully lists on the Main Board of the Stock Exchange of Hong Kong) •$Ring Energy(REI.US)$+6.4% (acquires Stronghold's ...
TC Energy股票讨论区
财报超级好
5年来营收小幅波动中略有增长,平均增速2.2%,营业利润则持续慢速增长5年,平均增速6%,净利润受资本性资产减值和勾销影响在近两年大幅萎缩。2022年利息费用占营业利润的34%,利息负担很重。净资产收益率2.1%非常低的水平。
2023前3个季度营收增长7%,营业利润增长13.9%,净利润受利息增长以及大幅勾销影响萎缩34%。
5年来资产负债率从68.7%下降到66.6%以后又回升到70.2%。 应收达到37.79亿,是当年营收的25%,比例偏高,存货的比例和增速还算正常,商誉128.43亿,占341.16亿净资产的38%,长期借款501.4亿,是净资产的1.5倍,杠杆率极高。股本一直在增加。
5年来现金流经营净额低于投资净额,没有产生股东盈余。
目前市盈率81.44,市盈率TTM亏损状态,股息率7%,5年平均净利31亿,对应市盈率为12.6,按周期股来看估值不算低,暂时吸引力不大。
Daily alerts recap 🔥
专栏North America Midstream and Refining Preview | Diesel economics strengthening and improvement innatural gas sentiment
Domestic refining activity is improving as demand for diesel increases and inventory levels remain low.
The global product supply outlook includes new hydrotreating units at Kuwait's al-Zour refinery and an expected increase in China's oil product export quotas.
There are positive developments in the natural gas market, with a potential increase in production in late...
专栏Today's pre-market stock movers: OXY, TSLA, PHG, DWAC and more
• $Cowen(COWN.US)$ +14.4% ($多伦多道明银行(TD.US)$ is considering possible bid for COWN, according to Bloomberg)
• $戴纳基(DYN.US)$ +11.1% (FDA lifts clinical hold, clears IND application to initiate clinical trial of DYNE-251)
• $金融壹账通(OCFT.US)$ +10.8% (successfully lists on the Main Board of the Stock Exchange of Hong Kong)
• $Ring Energy(REI.US)$ +6.4% (acquires Stronghold's ...
专栏Top upgrades and downgrades on 4/11
• $ChampionX(CHX.US)$: Piper Sandler Upgrades to Overweight From Neutral - PT $30 (from $28)
• $CatchMark Timber Trust Inc(CTT.US)$: Baird Upgrades to Outperform from Neutral - PT $10 (from $9)
• $EPAM Systems(EPAM.US)$: Wolfe Research Upgrades to Outperform from Peerperform - PT $390 (from $550)
• $Essent(ESNT.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $47 (from $54)
• $捷蓝航空(JBLU.US)$: MKM Partners Upgrades to Neutral from Sell...
专栏Top upgrades and downgrades on 2/16
Wednesday February 15, 2022
$拼多多(PDD.US)$$艺康集团(ECL.US)$$梅西百货(M.US)$$TC Energy(TRP.US)$$麦斯莫医疗(MASI.US)$$Wix.com(WIX.US)$$Arco Platform(ARCE.US)$
$西方石油(OXY.US)$4/17 strike 13 call option
$Enphase Energy(ENPH.US)$4/17 strike 36 call
$Energy Transfer(ET.US)$4/17 strike 6 call
$Cabot Oil & Gas Corp(COG.US)$4/17 strike 18 call
$Teladoc Health(TDOC.US)$
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