Independent Chairman's shares sale and increased insider selling activity over the year might raise concerns. Despite company's profitability and profit growth, insiders' transactions are to be treated with caution. High insider ownership still implies shared interest in company's future growth.
Vector Group's strong EPS growth, steady margins and insider ownership suggest potential for profitability, making it an interesting stock to watch. The significant insider holdings indicate alignment of management's interests with shareholders, further enhancing the investment case for the company.
1 | Below is a look at the top insider trades with the biggest value in the past week. 2 | Weekly Congress tracking Virginia Foxx, the U.S. representative for North Carolina's 5th District, has recently bought shares of$杜克能源(DUK.US)$and$Vector(VGR.US)$. Meanwhile, Foxx sold$赫斯(HES.US)$stock, according to the SEC disclosure. Per the data, Foxx bought and sold these stocks at the end of Dec...
Vector股票讨论区
新增数据:23Q3,23Q4,营收连续下滑3个季度,营业利润近两个季度受毛利率提升影响连续小幅增长,净利润受利息费用不断下降和所得税波动影响近两个季度增长很快。
2023年营收萎缩1.2%,营业利润增长2.2%,净利润增长15.6%。
资产负债率从189%下降到179%。
目前市盈率9.3,股息率7.4%,估值仍在合理区间,暂不做调整。
新增数据:2023Q1和Q2
2023上半年营收增长0.1%,营业利润受费用增长影响下滑1%,净利润增长1.6%,基本上没什么变化。利息费用占营业利润的28%,负担很重。
2023Q2资产负债率微降到177.2%,没有太大的变化。
上半年的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10.5,股息率已经达到7.5%,仍可谨慎选择(⭐️)
利润表显示公司2019年明显收缩了规模,费用降低了7成,因此在营收减少的情况下反而提高了营业利润。
利息费用近4年也在连续下降,2022年利息费用占营业利润的30%,虽然负担依然沉重,但已经比5年前大幅改善。
5年来资产负债率从135%提高到了189%。资产负债表显示应收账款和存货比例正常,长期借款13.9亿,净资产负8亿,按近期1.6亿净利润计算需要5年资产才可以扭正。
5年来现金流经营净额远高于投资净额,股东盈余较多。
目前市盈率12.3,和增速比折扣相当多,但是考虑到净资产,市盈率应该调整到17.3,有一定折扣,可以谨慎选择(⭐️)
专栏Weekly Insider Money Tracking: Congresswoman Virginia Foxx Recently Traded These 3 Stocks
2 | Weekly Congress tracking
Virginia Foxx, the U.S. representative for North Carolina's 5th District, has recently bought shares of $杜克能源(DUK.US)$ and $Vector(VGR.US)$. Meanwhile, Foxx sold $赫斯(HES.US)$ stock, according to the SEC disclosure.
Per the data, Foxx bought and sold these stocks at the end of Dec...
专栏Top upgrades and downgrades on 3/31
• $Baker Hughes(BKR.US)$ : Wells Fargo Upgrades to Overweight from EqualWeight - PT $43
• $CDW Corp(CDW.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $214 (from $201)
• $Core & Main(CNM.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $34 (from $32)
• $Five Below(FIVE.US)$ : Citigroup Upgrades to Buy from Neutral - PT $205 (from $176)
• $Vector(VGR.US)$ : Barclays Uprages to Overweight from Equal Weight - PT $16 (from ...
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