貝哲房屋股票討論區

$貝哲房屋(BZH.US)$營收5年來緩慢增長，淨利潤2020年剛扭虧，近3年快速增長。
2023前3季度營收增長4.8%，營業利潤萎縮29.2%，淨利潤萎縮23.2%。
沒有抓住近兩年快速發展的機會，但是近期的萎縮沒有缺席。
2022年存貨17.38億，佔營收的75%，在板塊內屬於較高水平。
目前長期借款9.81億，佔10.45億淨資產的94%，槓桿率在板塊內屬於很高的水平。
市盈率4.5，市盈率TTM微增到5.2，考慮到目前週期階段和負債率，暫時吸引力不大。

$遊戲驛站(GME.US)$ initiated at overweight by Barclays, announced target price at $215.00.
$Tradeweb Markets(TW.US)$ initiated at overweight by Barclays, announced targe price at $89.00.
$Pinterest(PINS.US)$ was upgraded by Wells Fargo from equal-weight to overweight, increased target price from $23.00 to $34.00.
$貝哲房屋(BZH.US)$ was upgraded by Wedbush from neutral to outperform.
$優步(UBER.US)$ was downgraded by Daiwa Capi...

Gapping up
$Doximity(DOCS.US)$ +21.1% (The online platform for medical professionals reported better-than-expected quarterly results and announced a new share repurchase program.)
$LegalZoom(LZ.US)$ +15.4% (The company reported its better-than-expected quarterly results from the online provider of legal documents and advice. LegalZoom reported a quarterly loss that was smaller than analysts had anticipated and raised its full-year rev...

Upgrades
•$奧托立夫(ALV.US)$ : UBS Upgrades to Buy from Neutral - PT $90 (from $103)
• $Clean Energy Fuels(CLNE.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $6
• $EOG能源(EOG.US)$ : Raymond James Upgrades to Strong Buy from Outperform - PT $170
• $Genuine Parts(GPC.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $133
• $Graphic Packaging(GPK.US)$ : Exane Upgrades to Outperform from Neutral - PT $26
• $Healthcare Trust of America(HTA.US)$ : Berenbe...

$貝哲房屋(BZH.US)$💰🚀

$霍頓房屋(DHI.US)$$貝哲房屋(BZH.US)$ The US merchandise trade deficit widened to the highest level in history in November, as consumer goods imports hit a record high, while exports fell after achieving historic growth in the previous month. The holiday shopping season was affected by the epidemic and industrial supply for the second consecutive year. According to data from the US Department of ...

Weekly market recap
Stock futures idled in overnight trading after the major U.S. market indexes reached record highs on Friday following a better-than-expected October jobs report.
Futures on the $道瓊斯指數(.DJI.US)$ were nearly flat. $標普500指數(.SPX.US)$ were little changed and $納斯達克綜合指數(.IXIC.US)$ futures dipped 0.3%.
The moves in futures trading came after the U.S. House of Representatives late Friday passed a more than $1 trillion infrastructure bill, sending the legislation to President Joe Biden for his signature. The package passed by the Senate in August would provide new funding for transportation, utilities and broadband, among other infrastructure projects.
Here's a look at the return of S&P 500 sectors
This week ahead in focus
Stocks could take aim at new highs in the week ahead, even as investors face fresh data that could show the highest year-over-year jump in consumer inflation in more than 30 years.
Stocks touched record levels Friday, after a monumental week that included the Federal Reserve’s announcement that it will wind down its bond buying, the first big step away from the easing measures it put in place to fight the pandemic.
The earnings season is winding down but there are still a number of reports in the coming week, including The Walt Disney Company on Wednesday.
Monday
Earnings: $軟銀集團(ADR)(SFTBY.US)$, $維珍銀河(SPCE.US)$, $Zynga(ZNGA.US)$, $PayPal(PYPL.US)$, $貓途鷹(TRIP.US)$, $AMC院線(AMC.US)$, $Roblox(RBLX.US)$, $騰訊音樂(TME.US)$
9:00 a.m. Fed Vice Chairman Richard H. Clarida
10:00 a.m. Boston Fed President Kenneth Montgomery
10:30 a.m. Fed Chairman Jerome Powell at conference on gender and economy, hosted by Fed
10:55 a.m. New York Fed President John Williams
12:00 p.m. Fed Governor Michelle Bowman
12:00 p.m. Philadelphia Fed President Patrick Harker
1:50 p.m. Chicago Fed President Charles Evans
2:00 p.m. Senior loan officers survey
Tuesday
Earnings: $霍頓房屋(DHI.US)$, $Coinbase(COIN.US)$, $Palantir(PLTR.US)$, $極光大麻(ACB.US)$, $BAYER AG(BAYZF.US)$, $Krispy Kreme(DNUT.US)$, $DoorDash(DASH.US)$, $卡地納健康(CAH.US)$, $BioNTech(BNTX.US)$, $Poshmark(POSH.US)$, $Unity Software(U.US)$
6:00 a.m. NFIB survey
7:50 a.m. St. Louis Fed President James Bullard
8:30 a.m. PPI
9:00 a.m. Fed Chairman Powell at conference on Diversity and Inclusion in Economics, Finance, and Central Banking, co-hosted by the Federal Reserve Board, Bank of Canada, Bank of England, and European Central Bank
11:35 a.m. San Francisco Fed President Mary Daly
1:30 p.m. Minneapolis Fed President Neel Kashkari
Wednesday
Earnings: $迪士尼(DIS.US)$, $Beyond Meat(BYND.US)$, $ADIDAS AG(ADDDF.US)$, $溫蒂漢堡(WEN.US)$, $Bumble(BMBL.US)$, $勁量控股(ENR.US)$, $貝哲房屋(BZH.US)$, $Affirm Holdings(AFRM.US)$, $Frontier Group(ULCC.US)$
8:30 a.m. Initial jobless claims
8:30 a.m. CPI
10:00 a.m. Wholesale trade
2:00 p.m. Federal budget
Thursday
Earnings: $SIEMENS AG(SMAWF.US)$, $Tapestry(TPR.US)$, $巴寶莉(BURBY.US)$ , $Lordstown Motors(RIDE.US)$
Veterans Day
Bond market closed
Friday
Earnings: $阿斯利康(AZN.US)$, $Warby Parker(WRBY.US)$
10:00 a.m. Consumer sentiment
10:00 a.m. JOLTS
12:10 p.m. New York Fed’s John Williams
Source: CNBC

$Zillow-C(Z.US)$$霍頓房屋(DHI.US)$$貝哲房屋(BZH.US)$ Consumer confidence in the United States unexpectedly strengthened in October, and concerns about high inflation were overshadowed by improved labor market prospects, suggesting that economic growth is picking up after a turbulent third quarter. The World Enterprise Research Institute's consumer confidence index rose to 113.8 in October, ending the previous three-month consecutive decline. Good news is also coming from the real estate market. The US Department of Commerce said in a report that in September, new home sales surged by 14.0%, with an annual rate of 800,000 after seasonal adjustments. The United States Federal Housing Finance Bureau report shows that in August, house prices jumped 18.5% year-on-year, and July rose 19.2%, a record. This shows that the price rise has reached its peak.
Article excerpted from Reuters Financial Morning Post

$霍頓房屋(DHI.US)$$貝哲房屋(BZH.US)$ Penduing home sales have greatly exceed expectations in August, rebounding spectacularly from the July dip to jump to the highest level in seven-months. Pending home sales rose 8.1% in August month-on-month, according to the National Association of Realtors. This exceeded estimates for a 1.4% monthly rise, based on Bloomberg consensus data. In July, pending home sales fell by 2.0%. Pending home sales are -6.3% down compared to last year.
Lawrence Yun, the NAR’s Chief Economist, said “Rising inventory and moderating price conditions are bringing buyers back to the market. Affordability, however, remains challenging as home prices are roughly three times wage growth.