Despite lower EPS growth, the market's opinion of the business has improved over the past five years. The divergence between the TSR and share price return is largely due to dividend payments. The company's performance aligns with the general market return, indicating it could be a long-term investment worth considering.
Morning Movers Gapping up $迪士尼(DIS.US)$Shares jumped 7.8% after the entertainment giant announced a 50% increase to its dividend and higher-than-expected fiscal first-quarter earnings at $1.22 per share, compared to the consensus forecast from LSEG of 99 cents. Also lifting the stock was Disney's positive guidance, as the company said it expects adjusted earnings to rise 20% to $4.60 per share in fiscal year 2024. $Arm Holdings(ARM.US)$The chipm...
The sale of Ally's point of sale financing business to Synchrony Financial is expected to boost Ally's CET1 ratio by about 0.15% upon closing and be modestly accretive to tangible book value and earnings per share in 2024.
The sharp rise in State Street and Ally Financial stocks may not be primarily due to their financial performances, but rather to State Street's stock buyback announcement and Ally's agreement to sell its point-of-sale financing business to Synchrony Financial.
$Ally Financial(ALLY.US)$ we have a supply zone at around 34.98/35.47, if we can break this and stay above we can see this trying to hit 40.66 (filling that gap at 38). if we cant push past 35 we could see a pull back to 32.43/33.07, if cant hold this we could see this push back to 29.69
The interest rate environment, including high short-term rates, influenced Ally's Q3 results and is expected to continue in the near term as the balance sheet slowly reprices, according to the CEO.
Ally Financial股票討論區
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Gapping up
$迪士尼(DIS.US)$ Shares jumped 7.8% after the entertainment giant announced a 50% increase to its dividend and higher-than-expected fiscal first-quarter earnings at $1.22 per share, compared to the consensus forecast from LSEG of 99 cents. Also lifting the stock was Disney's positive guidance, as the company said it expects adjusted earnings to rise 20% to $4.60 per share in fiscal year 2024.
$Arm Holdings(ARM.US)$ The chipm...
What do you think of Warren Buffett and Berkshire Hathaway's stock portfolio ?
we have a supply zone at around 34.98/35.47, if we can break this and stay above we can see this trying to hit 40.66 (filling that gap at 38). if we cant push past 35 we could see a pull back to 32.43/33.07, if cant hold this we could see this push back to 29.69
新增數據:2023Q1和Q2
2023上半年營收小幅微增0.1%,淨利息收入罕見的下滑了7.5%,主要是利息費用大幅增加,非利息虧損略有減少,但是信貸損失準備金大幅增加,加上聯營公司利潤也變爲了虧損,淨利潤大幅下滑43%。
目前市盈率4.75,市盈率TTM提高到了6.65,如果全年淨利下滑43%,對應市盈率爲8.3,市淨率目前0.73,股息率4.44%,綜合來看仍然可以謹慎選擇(⭐️)
2020和2022年均有十多億的信貸損失準備金,因此這兩年淨利潤下滑很嚴重,2022年還有資產出售虧損2億。
非利息費用5年來增長也很快,主要是銷售費用增長過快。
資產負債率5年來都在90%以上,資產主要以貸款爲主,證券投資主要以短期投資爲主,負債主要以客戶存款爲主,有一定的長期借款。
淨資產128.59億,還有68.38億的庫存股。
目前市盈率4.8,市淨率0.7,考慮到庫存股,實際市淨率會更低些,5年平均淨利17.7億,和2022年差不多,對應市盈率4.1。
綜合來看可以選擇 (⭐️⭐️)
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