I am seeing so many extremely interesting opportunities right now in the market. I am looking to generate a discussion about the opportunities we find more interesting right now. For me, Algoma Steel ($Algoma Steel(ASTL.US)$) is extremely interesting. It was absolutely smashed yesterday for reasons that appear transitory and is now trading at just over a negative EV. Last year it generated more than its current market cap in FCF. Given its strong...
Gapping up In reaction to earnings/guidance: •$索爾工業(THO.US)$+2.5% Other news: •$Acumen Pharmaceuticals(ABOS.US)$+76.8% (in response with BIIB) •$渤健公司(BIIB.US)$+45.6% (reports Lecanemab confirmatory Phase 3 Clarity AD study met primary endpoint) •$Nano X Imaging(NNOX.US)$+22.8% (submitted a 510(k) premarket notification to the FDA on Sept 26 for its multisource 3D digital tomosynthesis system) •$Ocugen(OCGN.US)$+9.3% (en...
Algoma Steel股票討論區
新增數據:2023後3季度及全年報
2023年營收下滑27%,營業利潤受成本大幅增長影響大幅下滑79.4%,淨利潤下滑65.2%。利息費用佔營業利潤的7.5%,負擔較輕。
2023年有1.1億的其他淨收入,如果不計入的話2023年淨利潤僅能達到2.1億左右。從季報來看,最近3份季報的營收大幅下滑,近兩季度的淨利潤已經開始虧損。
2023年資產負債率從41.3%微降到40.5%,應收大幅下降,但是存貨卻增長了2.4億達到7.2億。長期借款1.1億,佔14.62億淨資產的7.5%,槓桿率不高。
從季報看,近3個季度的經營淨額是負數,投資淨額每季度0.85億,流動資產扣除總負債還有3.7億,照目前的速度也就夠花一年多一點的
目前市盈率3.3,如果刨除其他收入,對應市盈率爲4.7,看起來不算高,但行業似乎高點已過,後續財報可能會持續惡化,暫時低倉位觀望。
Most anticipated earnings and economic releases for the coming week, June 19th 23’
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Cheapest stocks/best opportunities on your radar
For me, Algoma Steel ( $Algoma Steel(ASTL.US)$ ) is extremely interesting. It was absolutely smashed yesterday for reasons that appear transitory and is now trading at just over a negative EV. Last year it generated more than its current market cap in FCF. Given its strong...
專欄Today's Pre-Market Stock Movers: AAPL, BIIB, OCGN, MNMD and More
In reaction to earnings/guidance:
• $索爾工業(THO.US)$ +2.5%
Other news:
• $Acumen Pharmaceuticals(ABOS.US)$+76.8% (in response with BIIB)
• $渤健公司(BIIB.US)$ +45.6% (reports Lecanemab confirmatory Phase 3 Clarity AD study met primary endpoint)
• $Nano X Imaging(NNOX.US)$+22.8% (submitted a 510(k) premarket notification to the FDA on Sept 26 for its multisource 3D digital tomosynthesis system)
• $Ocugen(OCGN.US)$ +9.3% (en...
專欄Today's Pre-Market Stock Movers: JWN, INTU, SOFI, BBBY and More
In reaction to earnings/guidance:
• $La-Z-Boy(LZB.US)$ +6.7%,$財捷(INTU.US)$ +5.8%,$Paycor HCM(PYCR.US)$ +3.3%,$II-VI Inc(IIVI.US)$ +3.3%,$戴康工業(DY.US)$ +2.2%
Other news:
• $Bed Bath & Beyond Inc(BBBY.US)$+35% (Bed Bath & Beyond shares are trading higher following reports suggesting the company secured a loan deal.)
• $Farfetch(FTCH.US)$ +18.2% (Farfetch, Richemont and Alabbar to partner in YOOX NET-A-PORTER)
...
專欄行業狂歡的尾聲,鋼鐵板塊還有哪些股票值得選擇? #美股
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