康姆泰克通訊股票討論區

$康姆泰克通訊(CMTL.US)$5年來營收在2019年達到高點後連續下滑3年，營業利潤則在2022年滑入虧損區間，淨利潤近兩年連續虧損。
2023Q1營收增長12.3%，營業利潤虧損縮小，但由於重組併購費用，淨利潤虧損擴大，即使以2018年利潤高點0.3億計算，目前市盈率也達到了15，缺乏投資價值。

$康姆泰克通訊(CMTL.US)$ 778

Gapping up
In reaction to earnings/guidance:
• $康姆泰克通訊(CMTL.US)$ +2.1%, $美光科技(MU.US)$+1.5%
Other news:
• $Amylyx Pharmaceuticals(AMLX.US)$ +9.3% (receives FDA approval for Relyvrio)
• $Ready Capital(RC.US)$ +4.9% (increases share buyback authorization by $25 mln)
• $Blue Apron(APRN.US)$ +2.5% (CFO to resign)
• $福陸(FLR.US)$ +2.3% (US Dept of Energy extends Fluor-led Savannah River contract)
• $Immuneering(IMRX.US)$ +1.6% (re...

Upgrades
• $Arcos Dorados(ARCO.US)$ : Bradesco BBI Upgrades to Outperform from Neutral - PT $12
• $阿姆斯特朗工業(AWI.US)$ : Loop Capital Upgrades to Buy from Hold - PT $95
• $庫倫佛寺銀行(CFR.US)$ : JPMorgan Upgrades to Overweight from Underweight - PT $155 (from $143)
• $數字房地產信托公司(DLR.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $144 (from $150)
• $Liberty Formula One-A(FWONA.US)$ : Mor...

Upgrades
• $Banco BBVA(BBAR.US)$ : Grupo Santander Upgrades to Outperform from Hold - PT $7.20
• $Banco Macro(BMA.US)$ : Grupo Santander Upgrades to Outperform from Hold - PT $36.90
• $康姆泰克通訊(CMTL.US)$ : Noble Capital Upgrades to Outperform from Market Perform - PT $12
• $新東方(EDU.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $24 (from $14)
• $繁德信息技術(FIS.US)$ ...

Gainers:
• $Cogent Biosciences(COGT.US)$ +7.9% (announces positive initial clinical data from ongoing phase 2 APEX trial evaluating bezuclastinib in patients with advanced systemic mastocytosis)
• $Univar Solutions(UNVR.US)$ +7.2% (expands distribution partnership with BASF)
• $Vail Resorts(MTN.US)$ +6% (In reaction to earnings/guidance)
• $百濟神州(BGNE.US)$ +5.4% (highlights growing portfolio and pipeline targeting hematologic mali...

Gainers:
• $Repare Therapeutics(RPTX.US)$ +26.4% (announces worldwide license and collaboration agreement with Roche for camonsertib)
• $Chewy(CHWY.US)$+19.8% (Chewy stock soars on earnings. Here's what really mattered)
• $UiPath(PATH.US)$ +11.7% ( reported first-quarter revenue growth of 32% year-over-year to $245.1 million)
• $Pure Storage(PSTG.US)$ +10.6% (In reaction to earnings)
• $Credo Technology(CRDO.US)$ +10.2% (In reaction ...