Safkhet Capital, founded by short seller Fahmi Quadir, has expressed a bearish view on Adtalem Global Education, citing 'fast and loose admissions made possible by aggressive and sometimes deceptive tactics' as a key concern.
Insider sell-off at Adtalem Global Education raises concerns. With no insider purchases and merely 1.5% ownership, shareholder interests may be misaligned.
The market has reacted positively despite a decrease in earnings, possibly due to promising revenue growth. The short-term increase in total shareholder return hints towards a potentially brighter future for Adtalem Global Education Inc.
$ATGE — STOCK & OPTION PLAY (Slow mover but nice uptrend) first signed of an uptrend: $39.61 NEED IT TO BREAK OVER: $39.75 key indicator for MORE uptrend $40.63 confirmation uptrend - $40.83 mini breakout - $41.74 full breakout - $42.91 SEMI PARABOLIC - $43.06 stop loss — $38.78 & support - $37.85.$Adtalem Global Education(ATGE.US)$
Adtalem Global Education股票討論區
8/11 watchlist ⚡️
是1991年以10美元上市的美國公司,目前價格36.5,考慮過進行過一次拆股,目前是發行價的7.3倍,增長率6.6%。
毛利率5年來從46.8%上升到56%,淨資產收益率則一直在8%以下,沒有什麼吸引力。
5年來營收持續萎縮,2021年反彈了6%,營業利潤也從近4億一路下滑到2270萬,2021年反彈到6784萬,淨利潤則是在2020年進入虧損區間,2021年反彈到0.76億。
近5年來資產負債率從27.9%上升到了57.6%,其中長期借款從3億左右增加到了12億,是淨資產14.9億的80%,佔比很高,2021年利息費用也達到了營業利潤的67%,負擔非常重。
目前市盈率24.5,市盈率TTM5.7,主要是3季度有筆3.44億的停止經營利潤。
考慮到過高的負債,很高的估值,總體看起來吸引力不大。
first signed of an uptrend: $39.61
NEED IT TO BREAK OVER: $39.75
key indicator for MORE uptrend $40.63
confirmation uptrend - $40.83
mini breakout - $41.74
full breakout - $42.91
SEMI PARABOLIC - $43.06
stop loss — $38.78
& support - $37.85. $Adtalem Global Education(ATGE.US)$
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