Excelerate Energy股票討論區

$Excelerate Energy(EE.US)$2022年上市，主要做天然氣業務，主要市場在巴西，當前價格15.07。
上市當年營收、營業利潤和淨利潤都大幅增長，淨利達到0.8億，但是扣除少數股東淨利和優先股派息後僅剩下0.13億。
2022年利息費用(含優先股派息)佔營業利潤的37%，利息負擔很重。淨資產收益率只有1.7%。
2023前3季度營收大幅萎縮54.5%，營業利潤受毛利率大幅增加影響增長了26.5%，淨利潤增長1.3倍達到1.07億，扣除完少數股東淨利和優先股派息後僅剩下0.27億。
目前市盈率30，市盈率TTM3.7，考慮到目前所處的週期位置，估值吸引力不大。

$Excelerate Energy(EE.US)$ Any insights, this still a buy?

Gainers:
In reaction to earnings/guidance:
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Upgrades
• $Antero Resources(AR.US)$ : Truist Securities Upgrades to Buy from Hold - PT $50 (from $42)
• $Coinbase(COIN.US)$ : US Tiger Securities Upgrades to Hold from Sell - PT $50
• $卡駱馳(CROX.US)$ : Loop Capital Upgrades to Buy from Hold - PT $75
• $Excelerate Energy(EE.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $29
• $德州儀器(TXN.US)$ : DZ Bank Upgrades to Hold from Buy - PT $150
Downgrades
• $Aveanna Healthcare(AVAH.US)$ : Truist ...

$Excelerate Energy(EE.US)$
營收在2019和2020年下滑嚴重，2021年恢復到接近2018年水平；營業利潤則是在波動中下降；淨利潤在2019和2020年連續下滑兩年後，2021年恢復了25%。
目前市盈率為61，即使按照2017年最高近1億的淨利潤計算，市盈率也達到了25，估值還是過高。

Upgrades
• $信諾(CI.US)$ : Cowen Upgrades to Outperform from Market Perform - PT $329 (from $242)
• $DLocal(DLO.US)$ : New Street Research Upgrades to Buy from Neutral - PT $38
• $固特異輪胎橡膠(GT.US)$ : CFRA Upgrades to Buy from Hold - PT $20 (from $24)
• $Match group(MTCH.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $115 (from $140)
• $普雷斯蒂奇(PBH.US)$ : Oppenheimer Upgrades to Outperform from Perform - P...

$Excelerate Energy(EE.US)$
Jim Cramer says Excelerate Energy has fallen more than 10% from its highs and is a buy.
Excelerate Energy is committed to expanding its natural gas transportation footprint,it would also serve as a catalyst for the stock.
On Friday, he built a case for the U.S. liquefied natural gas company on Mad Money.
Excelerate raised $441 million in an IPO earlier this month.

$Excelerate Energy(EE.US)$ CNBC's Jim Cramer advised investors Friday to buy quality energy stocks when she steals.
At least when you judge it on last year's EBITDA, the stock is a little bit cheaper than Cheniere Energy, the king of U.S. LNG exports. ...... That rating seems like reasonable, crazy money to me,"
"If you're looking for a way to participate in the LNG rally, and you should, I think Excelerate Energy is a great way to do that, especially n...

$Excelerate Energy(EE.US)$ Dunno it's a good or wrong timing to list. Hope it open before the market bell end.