The market's lack of concern about the EPS figure may suggest expected faster earnings drop. The company's poor performance last year indicates unresolved challenges, worse than the annualised loss of 4% over the last half decade.
We see shrinking returns as the company reinvests in its business, potentially causing its relatively low return to shareholders over the past five years. For potential multi-baggers, consider other options.
Elevance Health's ROE and investment strategy have led to a strong market performance. Analysts predict its ROE to stabilize around 15% and for its earnings to accelerate in line with recent forecasts.
$俄鋁(00486.HK)$Yes, profits are going to decline as nickel and aluminum prices have declined but still pretty good value if one has the stomach for the geopolitical risk.
俄鋁股票討論區
由於大宗商品需求前景黯淡,疲軟的經濟數據加劇了對需求低迷的擔憂,基本金屬暴跌。中國二季度GDP同比增長6.3%,不及預期,給下半年經濟增長帶來挑戰。金屬市場更令人擔憂的是房地產投資,2023 年上半年同比下降 7.9%。這一降幅高於 1-5 月的 7.2%。這引發了整個行業的拋售浪潮。鐵礦石期貨也面臨房地產行業問題的壓力。週末公佈的數據顯示,中國 70 個城市的新房價格上個月出現下滑,市場人氣已經減弱。不過,也出現了一些積極的跡象。 6 月份工業產出增長 4.4%,高於 5 月份的 3.5%。上半年固定資產投資增長3.8%,好於市場預期。庫存低也可能限制任何拋售的下行空間。 LME 鋁庫存跌至 4 月 11 日以來的最低水平,其中亞洲大幅減少。本月銅庫存下降近 25%,略高於 18 年低點。 $F山證鐵礦石(03047.HK)$ $中國鋁業(02600.HK)$ $俄鋁(00486.HK)$ $江西銅業股份(00358.HK)$
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https://www.reuters.com/markets/europe/production-costs-soar-rusal-due-russia-ukraine-conflict-2022-08-12/...
正在考慮分拆俄鋁國際業務的可能性。戰略審查處於初步階段,任何行動方案都將需要進一步考慮。
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