华纳音乐股票讨论区

Pre-Market Stock Movers
Gapping up
$Warby Parker(WRBY.US)$ jumped about 4% after Evercore ISI upgraded the eyeglass retailer to an outperform rating, saying that shares could rally more than 50% as the company's margins and revenue growth reaccelerate.
$POINT Biopharma(PNT.US)$ shares popped 85% after $礼来(LLY.US)$ announced it would buy the cancer therapy maker for $12.50 in cash, or roughly $1.4 billion.
$惠普(HPQ.US)$ shares ad...

Pre-Market Stock Movers
Gapping up
$通用汽车(GM.US)$ +1%
(Shares of General Motors rose more than 1% after the automaker raised its full-year guidance and reported second-quarter results that rose on a year-over-year basis.)
$3M(MMM.US)$ +2.65%
(Shares of the chemical manufacturer rose about 2% in premarket trading following the company’s latest earnings report. 3M posted $7.99 billion in revenue, beating analysts’...

$华纳音乐(WMG.US)$5年来营收除2020年下滑0.3%以外增长4年，5年平均增速为10.6%，其中2023年增长11.7%，营业利润在2020年亏损1年，5年来波动中增长，平均增速为26.3%，其中2023年增长17.2%，净利润2020年亏损4.7亿，5年来波动中增长，平均增速为30%，其中2023年增长81%。2022年利息费用占营业利润的17.5%，利息费用较高。
2023Q1营收增长1.7%，营业利润下滑0.6%，净利润受其它收入项影响大幅下滑60%。
5年来资产负债率从106%下降到97.9%，2023Q1进一步下降到96.7%。应收账款和存货的比例和增速都比较正常。商誉19.2亿，净资产仅有1.7亿。长期借款近5年来持续增长，已经增长到了40亿，这和净利润持续增长的数据有冲突。
市盈率25.4，市盈率TTM已经增加到32.4，尽管和利润增速比不算贵，但考虑到长期借款持续增长的数据，目前吸引力不大。

Gapping up
$美国超微公司(AMD.US)$ +3%（Advanced Micro Devices was upgraded by Barclays to overweight from equal weight, which said it sees potential upside from direct-current and generative artificial intelligence.）
$Wayfair(W.US)$+12%（Wayfair was double upgraded to overweight from underweight by JPMorgan. The Wall Street firm cited improving market share trends and a better grasp on spending from management.）
$赛富时(CRM.US)$+5%（Activi...

$华纳音乐(WMG.US)$ 代码：WMG  华纳音乐
买入点位：35附近，或者35下方
止赚：36附近
止损：33附近
推荐理由：每一次搞点承压过后都有一个波段反升机会，并且在指数下跌过程中依然是形成一些上升通道中，抓住强者恒强的噱头，博弈一波反弹的机会。
有什么问题可以一起交流探讨！

Gapping up
$Aerojet Rocketdyne(AJRD.US)$ +2% (Aerojet Rocketdyne agreed to be bought by rival defense contractor $L3Harris Technologies(LHX.US)$ for $4.7 billion, or $58 per share in cash)
$特斯拉(TSLA.US)$ +3.4% (CEO Elon Musk ran a Twitter poll on whether he should remain as Twitter's chief executive, and that he would abide by the results. Some major Tesla shareholders have expressed concern over Musk trying to run both companies,...

Moderna Upgraded to Buy From Hold at Jefferies
Jefferies analyst Michael Yee upgraded $Moderna(MRNA.US)$ to Buy from Hold with a price target of $275, up from $170. The shares can rebound in 2023 given the company's pipeline opportunities, Yee tells investors in a research note. He believes Moderna is the "new shiny thing" in personalized cancer vaccine following the recent positive Phase 2 data.
Atlantic Upgrades Warner Music on 'Solid...

It will be a short week of trading, with markets closed on Thursday for Thanksgiving and then closing early on Black Friday as the holiday shopping rush begins.
Earnings season is winding down but there will still be some notable reports next week, including $Zoom视频通讯(ZM.US)$ and $戴尔科技(DELL.US)$ on Monday; $百思买(BBY.US)$, $迪克体育用品(DKS.US)$, $诺德斯特龙(JWN.US)$, and ...

$腾讯控股(00700.HK)$ , $网易-S(09999.HK)$ and $哔哩哔哩-W(09626.HK)$are the first choices in the industry. According to $摩根大通(JPM.US)$ , among Asian companies unrelated to the Internet, $声网(API.US)$ , $中国移动(00941.HK)$ , $索尼(SONY.US)$  and other companies have entered the list of potential beneficiaries of the metauniverse.
Analysts said that there are two main ways for enterprises to make money through the development...