CI&T's share price is volatile, offering opportunities to buy at a lower price. The company's optimistic future outlook, with expected doubling of earnings, is not yet fully reflected in the current share price.
Despite CI&T having a respectable ROE of 12%, it still lags behind the industry average of 16%. The company's earnings growth, possibly due to strategic management decisions or a low payout ratio, is expected to slow down in the future.
Introduction The Digital IT Services group is expected to see a downside risk to its estimates, given weak demand for project-based services and possible delays in bookings ramp. Although snap-back potential to pre-pandemic growth rates is seen at some point next year, there is still caution in the group until stability in estimates is observed. Revision risk is possible, and negative revision trends have be...
On the last trading day, the NASDAQ Composite index dipped1.66%, while the S&P 500 index declined0.82%, and the Dow Jones Industrial Average dropped0.66%. On Wednesday, there was no traditional IPO filed and four new stocks officially listed for trading. Amazon-backed EV maker Rivian surged 29.14% on its first of trading, valued at $85.91 billion.That absolute eye-popping number makes Rivian one of the largest IPOs in U.S. history and puts its market cap above one of its backers, Ford. Software unicorn Expensify's stock price pops 52.07% on its first of trading, giving it a market value of $3.32 billion. Rivian, founded in 2009, design, develop, and manufacture category-defining electric vehicles (“EVs”) and accessories. Rivian launched its R1T, a two-row, five-seat pickup truck, in September. It plans to launch an SUV, the R1S, in December. Wider sales of the truck and the SUV are expected to begin in December and January. Rivian beat Tesla, GM and Ford to the market with an electric pickup, the R1T, which has received glowing early reviews. Related: IPO-pedia | Amazon-backed EV maker Rivian prices its IPO above top of range Cloud-based expense management software platform Expensify, based in Portland, Oregon, helps the smallest to the largest businesses simplify the way they manage money. Employees can report an expense for reimbursement by snapping a photo of a receipt. The software can take care of paying a customer's bills, it can create, send and manage invoices, and it can also book flights for business travel. For the quarter ended June 30, 2021, an average of 639,000 paid members across 53,000 companies and over 200 countries and territories used Expensify to make money easy. Related: IPO-pedia | Top-rank expense management software Expensify will go public today Confluent, founded in 2014, isan enterprise platform that collects and processes real-time data streams. It has pioneered a new category of data infrastructure designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. Using the open-source "data in motion" software Apache Kafka, Confluent's platform can be deployed either as a fully-managed, cloud-native SaaS offering, or an enterprise-ready, self-managed software offering. Fast-growing but unprofitable, the company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%. It went public in June 23th, 2021 and rose 25.06% in its market debut. As if November 10th, it has a market cap of $23.7 billion, with a listed-to-date return of 148.92%. $福特汽車(F.US)$$通用汽車(GM.US)$$Rivian Automotive(RIVN.US)$$Expensify(EXFY.US)$$CI&T(CINT.US)$$Bluejay Diagnostics(BJDX.US)$$Confluent(CFLT.US)$
CI&T股票討論區
2021年上市的巴西公司，主要做軟件定製業務，其實分到信息技術服務板塊更合適，主要市場在美洲，當前價格4.25。
上市以來營收連續增長兩年，增速51.5%，營業利潤連續增長兩年，但是增速低於營收增速，2022年僅增長5.2%，淨利潤則受利息費用大幅增長影響萎縮了兩年。
2023前3季度營收增長8.6%，營業利潤受費用降低支持增長了24.6%，稅前利潤增長18.4%，受所得稅波動影響淨利潤大幅增長42.3%達到1.36億。
目前市盈率23.5，市盈率TTM18，如果全年淨利達到1.8億雷納爾(0.36億美元)，市盈率將下降到15.7，考慮到淨利潤增長有相當部分是所得稅波動造成的，可以多觀察幾個季度再做判斷。
專欄Digital IT Services Preview | Not Out of the Woods Yet On Negative Estimate Revision Risk
The Digital IT Services group is expected to see a downside risk to its estimates, given weak demand for project-based services and possible delays in bookings ramp. Although snap-back potential to pre-pandemic growth rates is seen at some point next year, there is still caution in the group until stability in estimates is observed. Revision risk is possible, and negative revision trends have be...
公司業務一半在拉美，一半在北美，還剩不到5%在亞太和歐洲。
僅有近3年數據，營收從6.77增長到14.44億，營業利潤從0.9億增長到2.7億，淨利潤則是在2020年達到1.28億的高峯，2021年略降到1.26億，主要是由於税務影響。
2022上半年營收增長66%，營業利潤卻下滑2.8%，淨利潤下滑34.5%，盈利能力下降非常嚴重。
目前市盈率46，市盈率TTM 61，吸引力不大。
專欄IPO Recap | EV maker Rivian valuation pops above Ford in biggest IPO of 2021
On Wednesday, there was no traditional IPO filed and four new stocks officially listed for trading.
Amazon-backed EV maker Rivian surged 29.14% on its first of trading, valued at $85.91 billion.That absolute eye-popping number makes Rivian one of the largest IPOs in U.S. history and puts its market cap above one of its backers, Ford.
Software unicorn Expensify's stock price pops 52.07% on its first of trading, giving it a market value of $3.32 billion.
Rivian, founded in 2009, design, develop, and manufacture category-defining electric vehicles (“EVs”) and accessories.
Rivian launched its R1T, a two-row, five-seat pickup truck, in September. It plans to launch an SUV, the R1S, in December. Wider sales of the truck and the SUV are expected to begin in December and January.
Rivian beat Tesla, GM and Ford to the market with an electric pickup, the R1T, which has received glowing early reviews.
Related:
IPO-pedia | Amazon-backed EV maker Rivian prices its IPO above top of range
Cloud-based expense management software platform Expensify, based in Portland, Oregon, helps the smallest to the largest businesses simplify the way they manage money.
Employees can report an expense for reimbursement by snapping a photo of a receipt. The software can take care of paying a customer's bills, it can create, send and manage invoices, and it can also book flights for business travel.
For the quarter ended June 30, 2021, an average of 639,000 paid members across 53,000 companies and over 200 countries and territories used Expensify to make money easy.
Related:
IPO-pedia | Top-rank expense management software Expensify will go public today
Confluent, founded in 2014, isan enterprise platform that collects and processes real-time data streams.
It has pioneered a new category of data infrastructure designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system.
Using the open-source "data in motion" software Apache Kafka, Confluent's platform can be deployed either as a fully-managed, cloud-native SaaS offering, or an enterprise-ready, self-managed software offering.
Fast-growing but unprofitable, the company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.
It went public in June 23th, 2021 and rose 25.06% in its market debut. As if November 10th, it has a market cap of $23.7 billion, with a listed-to-date return of 148.92%.
$福特汽車(F.US)$$通用汽車(GM.US)$$Rivian Automotive(RIVN.US)$$Expensify(EXFY.US)$$CI&T(CINT.US)$$Bluejay Diagnostics(BJDX.US)$$Confluent(CFLT.US)$
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