The mix of a low ROE and high debt is unattractive. High quality firms typically have high ROE and low debt. The market usually increases the price of high quality businesses to reflect their potential.
Spirent's Chairman Bill Thomas sees Viavi as the ideal owner for Spirent's next growth phase, praising its strong management, global scale, and cultural fit. Viavi sees Spirent as a provider of complementary products addressing new generation tech challenges.
Despite past EPS declines and share price fall, the market is optimistic about the business. However, last year's worse performance than the annualised loss of 5% over the last half decade may indicate unresolved challenges. Investors should be aware of 2 warning signs for Viavi Solutions.
Viavi Solutions Inc.'s high P/S ratio is unjustified due to declining revenues and a forecasted decrease. Investors may face disappointment if the P/S aligns with the negative growth outlook.
Viavi Solutions displays promising business efficiency, with rising ROCE and no major additional investment. Despite lackluster total returns in the past five years, its current trajectory could offer an opportunity if valuation is appealing.
Lack of insider buying and substantial insider selling over the past year could raise shareholder concerns. Despite insiders holding $25m worth of shares, the alignment with company interests is barely notable.
Poor performance with a drop in earnings and shareholder return may cause dissatisfaction among shareholders over a potential CEO pay raise. The upcoming AGM will allow questioning of management's strategies.
Upgrades •$Arista Networks(ANET.US)$: Needham Upgrades to Buy from Hold - PT $128 •$Credicorp(BAP.US)$: Credit Suisse Upgrades to Outperform from Neutral - PT $142 (from $151.32) •$芝加哥期权交易所(CBOE.US)$: Morgan Stanley Upgrades to Overweight from Underweight - PT $140 (from $118) •$加拿大自然资源(CNQ.US)$: BofA Securities Upgrades to Buy from Neutral •$康菲石油(COP.US)$: BofA Securities Upgrades ...
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RDK79 :
Gordon, aka ‘Captain Obvious’: (SHAK) initiating a week ago may have been much more helpful to investors. But thanks for trying.
Viavi Solutions股票讨论区
这家公司的所得税很奇怪,近4年都占税前利润的6成以上,似乎存在某种重税。
2023前2季度营收增长1.7%,营业利润下滑1%,由于没有了其他费用,净利润达到了0.41亿。
目前市盈率159,市盈率TTM降到了33,可以多等几份季报再做判断。
• $Arista Networks(ANET.US)$ : Needham Upgrades to Buy from Hold - PT $128
• $Credicorp(BAP.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $142 (from $151.32)
• $芝加哥期权交易所(CBOE.US)$ : Morgan Stanley Upgrades to Overweight from Underweight - PT $140 (from $118)
• $加拿大自然资源(CNQ.US)$ : BofA Securities Upgrades to Buy from Neutral
• $康菲石油(COP.US)$ : BofA Securities Upgrades ...
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