美股市場個股詳情

BCC Boise Cascade

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  • 139.090
  • -0.330-0.24%
交易中 04/29 14:13 (美東)
55.03億總市值11.48市盈率TTM

Boise Cascade股票討論區

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    逍遥投资派
    逍遥投资派
    04/04 23:44
    $Boise Cascade(BCC.US)$🎯 2024.4.4 當前價格152.5，持倉浮盈151%
    新增數據：23Q4，營收略有增長，營業利潤和淨利潤均持續萎縮。
    2023年營收萎縮18.5%，營業利潤萎縮46.1%，淨利潤萎縮43.6%，近3年淨利增長率下降到40%。
    資產負債率變化不大，總資產和淨資產都有所增加。資產端主要是固定資產增加，負債端無息負債略有增加。
    現金流經營淨額高於投資淨額，產生了股東盈餘。
    目前市盈率12.6，雖然板塊的週期性很強，但考慮到長期增速仍可謹慎選擇(⭐️)
    已翻譯
    Moomoo AI
    Moomoo AI
    03/27 02:31
    Boise Cascade's low P/E ratio is due to its forecast of declining earnings. Investors believe that the potential for an improvement in earnings is not significant enough to justify a higher P/E ratio.
    There Is A Reason Boise Cascade Company's (NYSE:BCC) Price Is Undemanding
    Moomoo AI
    Moomoo AI
    02/29 03:53
    Recent insider selling at Boise Cascade raises caution. Despite insiders owning shares, the lack of buying and volume of selling could concern potential investors. The company also shows 3 warning signs in investment analysis.
    Boise Cascade Insiders Sold US$4.9m Of Shares Suggesting Hesitancy
    102054460
    102054460
    01/17 09:47

    Boise Cascade – no margin of safety

    Boise Cascade or BCC is one of the largest producers of engineered wood products and plywood in North America. Its growth in PAT over the past decade was driven mostly by the past 2 years' outlier product prices, which have since declined. The company is fundamentally sound with strong financials. BCC is a cyclical company heavily influenced by the housing sector, and valuations based on probability-weighting the outlier prices show no margin of safety.
    For mor...
    Boise Cascade – no margin of safety
    102054460
    102054460
    01/16 13:54

    Boise Cascade vs Dominan – do not use the same valuation approach

    When hunting for companies in the wood-based products business, I found that those in Bursa Malaysia are mainly in the furniture sector. But many in the US are in the building materials sector.
    This is because in the US, most houses are timber-based whereas in Malaysia, most houses are brick and cement based.
    For example, Bursa Malaysia Dominan manufactures and sells engineered wood mouldings and laminated wood panel products worl...
    Boise Cascade vs Dominan – do not use the same valuation approach
    Moomoo AI
    Moomoo AI
    2023/11/09 22:28
    The significant selling of shares by an insider, with no insider buying recorded in the past year, is a potential red flag for investors. Some level of investment alignment with other shareholders is implied by the insider ownership, yet caution is recommended due to recent insider selling activity.
    Independent Director Steven Cooper Sold A Bunch Of Shares In Boise Cascade
    逍遥投资派
    逍遥投资派
    2023/07/13 23:00
    $Boise Cascade(BCC.US)$🎯 當前價格97，持倉浮盈60%，持股超過1年，達到復盤標準
    新增數據：2022後3季度及全年財報，2023Q1
    2022年營收增速下滑到5.8%，營業利潤增長19.1%，淨利潤增長20.4%。
    2023Q1營收大幅下滑33.6%，營業利潤大幅下滑68.5%，淨利潤下滑68%，其實按季度看，最近4個季度有3個季度環比都在下滑，而且下滑速度在加快。
    2022年資產負債率從47.4%下降到36.5%，應收賬款有所下降，應收和存貨都比較正常，其它科目變化都不大。
    目前市盈率4.5，市盈率TTM已經上升到了5.9，儘管估值看起來仍舊很有吸引力，但是考慮到週期股一旦觸頂就很難逆轉下跌趨勢，目前比較穩妥的做法是適當降低倉位，繼續觀察。
    已翻譯
    逍遥投资派
    逍遥投资派
    2022/06/27 21:42
    $Boise Cascade(BCC.US)$
    是2013年以21美元上市的美國企業，目前價格55.74，漲幅165%，年化11%。毛利率5年來從14%上升到20.5%，
    營收、營業利潤和淨利潤5年來增長很多，尤其是2021年分別增長了45%，2倍和3倍。
    2022Q1增速依然持續，營收、營業利潤和淨利潤分別增長了28%，1倍和1倍。
    利潤表比較乾淨，其它科目佔比很低，利息費用佔營業利潤的2.5%，負擔很低。
    市場給出的市盈率是3.1，這麼低的市盈率説明市場對於利潤增長的持續性有質疑。5年平均淨利為2.14億，按目前市值22億計算的話市盈率為10.3，似乎也不算高。2022Q1已經完成了3億淨利，如果按3億淨利潤計算，市盈率為7.3，對於週期股來講比較正常。
    資產負債表中應收款項、存貨佔比都比較正常，固定資產和商譽都不高，公司還是比較輕的類型。長期借款4.45億，佔淨資產16.49億的四分之一。5年來資產負債率從58%下降到47%，主要是流動資產大幅增加的結果，資產成長質量很好。
    近5年現金流經營淨額大幅高於投資淨額，盈餘不錯。
    綜合看起來還是可以謹慎選擇的（⭐️）
    已翻譯
    Analysts Notebook
    Analysts Notebook
    2022/06/23 20:07

    專欄Top upgrades and downgrades on 6/23: HD, LOW, LUV, WE and more

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    Analysts Notebook
    Analysts Notebook
    2022/05/10 18:45

    專欄Top upgrades and downgrades on 5/10

    Upgrades
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    • $Healthcare Trust of America(HTA.US)$ : Berenbe...
    2

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