American Homes 4 Rent股票討論區

$American Homes 4 Rent(AMH.US)$🎯 2024.4.16 當前價格34.71，持倉浮盈2%
新增數據：23Q3，23Q4，營收和營業利潤持續增長，淨利潤Q4受資產出售收益減少影響有所萎縮。
2023年營收增長8.9%，營業利潤增長11.6%，歸普淨利增長46%，每股淨資產增長3.9%。
2019年至今，每股淨資產從17.74增長到19.09，平均每年增長1.9%，目前股息率2.5%，市淨率1.8吸引力不大。

$ArcBest(ARCB.US)$ initiated at buy by Jefferies, announced target price at $110.00.
$Saia(SAIA.US)$ initiated at buy by Jefferies, announced targe price at $350.00.
$汽車地帶(AZO.US)$ was upgraded by Evercore ISI Group from in-line to outperform, increased target price to $2700.00.
$甲骨文(ORCL.US)$ was upgraded by Wolfe Research from peer perform to outperform, increased target price to $130.00.
$BILL Holdings(BILL.US)$ was downg...

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)
• $芝加哥期權交易所(CBOE.US)$ : Morgan Stanley Upgrades to Overweight from Underweight - PT $140 (from $118)
• $加拿大自然資源(CNQ.US)$ : BofA Securities Upgrades to Buy from Neutral
• $康菲石油(COP.US)$ : BofA Securities Upgrades ...

Companies like $American Homes 4 Rent(AMH.US)$ and $Invitation Homes(INVH.US)$ have been buying housing around the USA since the last crash (2008 Financial Crisis) in all major urban areas. They renovative the homes, create a smart system, an app, website, services and stuff.
Then they lease it out, like an apartment but instead it's a full house in a nice American suburban neighborhood. These companies (I don't know if th...

Upgrades
• $CDW Corp(CDW.US)$: Stifel Upgrades to Buy from Hold - PT $210 (from $200)
• $Corteva(CTVA.US)$ : Loop Capital Upgrades to Buy from Hold - PT $69
• $美國懲教公司(CXW.US)$ : Wedbush Upgrades to Outperform from Neutral - PT $17 (from $10.85)
• $達美航空(DAL.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $60 (from $42)
• $富樂(FUL.US)$ : Baird Upgrades to Outperform from Neutral - PT $85
• $亨廷頓英格爾斯工業(HII.US)$ : Cowen U...