奧爾巴尼國際股票討論區

Gainers:
In reaction to earnings/guidance:
$Liberty Energy(LBRT.US)$ +11.6%, $F5 Inc(FFIV.US)$ +6.9%, $Encore纜線(WIRE.US)$ + 5.6%, $Archer Daniels Midland(ADM.US)$ +5.5%, $畢達菲爾特銀行(NTB.US)$ +5%, $奧爾巴尼國際(AIN.US)$ +5%, $3M(MMM.US)$ +4.0%,
Other news:
$Shell Midstream(SHLX.US)$ +10% (Shell USA to acquire all units in SHLX held by public at $15.85/unit total value $1.96 bln)
$BridgeBio Pharma(BBIO.US)$...

逍遙投資派的第84篇原創
美股日日研30: 盤點一下紡織製造板塊
【分析結果在篇尾 👇 】
今天是2022年4月24日，週日，我們來盤點一下紡織製造板塊，一共4支股票，市值從4629萬到26.4億，看起來是個沒落的行業。
$奧爾巴尼國際(AIN.US)$5年營收中前3年增長，2020年下降15%，2021年恢復了3%，總體還是萎縮了一些，營業利潤曲線也比較類似，淨利潤和營業利潤以及每股收益曲線也比較吻合。5年平均增長率18%.業務的毛利率不錯，可以達到40%.
目前22.8的市盈率折扣不太夠，吸引力不大。
$儀化宇輝(UFI.US)$的營收曲線和奧爾巴尼國際非常類似，也是前3年增長，2020年下降14.4%，2021年恢復了10%，總體還是萎縮了一些。營業利潤則是在2020年虧損了1年，淨利潤曲線和營業利潤還有每股收益曲線比較吻合。2020年虧損的主要原因是產生了一筆4520萬的勾銷。
目前10.8倍市盈率吸引力不大。
$卡爾普紡織(CULP.US)$和$迪克希(DXYN.US)$都是市值不到1億的超...

$波音(BA.US)$closed -1.5% in yesterday's trading after$雷神技術(RTX.US)$said it had paused shipments for the 787 Dreamliner, as the planemaker's problems create difficulties for suppliers who expect production of the widebody jets to remain low into next year.
"We are not shipping anything today on 787," Raytheon CEO Greg Hayes said on today's earnings conference call, according to the Wall Street Journal.
The company supplies ~$10M in parts and equipment, such as cockpit systems, for each of the jets.
Earlier this week,$奧爾巴尼國際(AIN.US)$, which specializes in composite materials, cited low 787 production in forecasting just ~$10M in revenues from the program this year compared with $50M in 2019.
Boeing is increasingly expected to resume 787 deliveries early next year, later than previously anticipated, WSJ reports.
Boeing earlier this year said it was temporarily cutting its Dreamliner production from a planned rate of five per month.