ESAB's performance is generally satisfactory, with the company reinvesting a significant portion of its profits at a high rate of return, leading to earnings growth. Analysts forecast that the company will continue to see an expansion in its earnings.
ESAB's ROCE has shown promising trends, indicating improved efficiencies in the business. Investors are optimistic about this continuation given the stock's substantial return.
QUICK SCALP 48 $ESAB — STOCK & OPTION PLAY ALERT ON: $48.04 ON THE WATCH: $48.17 🥇 SIGNED OF MORE UPTREND: $48.24 NEED IT TO BREAK OVER: $48.31 key indicator for MORE uptrend $48.54 confirmation uptrend - $48.77 mini breakout - $48.96.$ESAB Corp(ESAB.US)$
QUICK SCALP 47 $ESAB — STOCK & OPTION PLAY ALERT ON: $47.01 ON THE WATCH: $47.12 🥇 SIGNED OF MORE UPTREND: $47.32 NEED IT TO BREAK OVER: $47.47 key indicator for MORE uptrend $47.57 confirmation uptrend - $47.72 mini breakout - $47.97.$ESAB Corp(ESAB.US)$
QUICK SCALP 46 $ESAB — STOCK & OPTION PLAY ALERT ON: $46.09 ON THE WATCH: $46.18 🥇 SIGNED OF MORE UPTREND: $46.22 NEED IT TO BREAK OVER: $46.36 key indicator for MORE uptrend $46.58 confirmation uptrend - $46.77 mini breakout - $46.94.$ESAB Corp(ESAB.US)$
QUICK SCALP 45 $ESAB — STOCK & OPTION PLAY ALERT ON: $45.05 ON THE WATCH: $45.21 🥇 SIGNED OF MORE UPTREND: $45.38 NEED IT TO BREAK OVER: $45.48 key indicator for MORE uptrend $45.64 confirmation uptrend - $45.80 mini breakout - $45.99.$ESAB Corp(ESAB.US)$
ESAB Corp股票討論區
新增數據:2022後3季度及全年,2023Q1和Q2
2022年營收增長6.8%,營業利潤增長8.3%,淨利潤受重組併購相關費用影響萎縮4.5%。
2023上半年營收增長7.3%,營業利潤增長19.2%,淨利潤受重組併購相關費用影響萎縮10.7%。
目前市盈率19.4,市盈率TTM提高到20.7,缺乏足夠的成長數據支持。
ALERT ON: $48.04
ON THE WATCH: $48.17
🥇 SIGNED OF MORE UPTREND: $48.24
NEED IT TO BREAK OVER: $48.31
key indicator for MORE uptrend $48.54
confirmation uptrend - $48.77
mini breakout - $48.96. $ESAB Corp(ESAB.US)$
ALERT ON: $47.01
ON THE WATCH: $47.12
🥇 SIGNED OF MORE UPTREND: $47.32
NEED IT TO BREAK OVER: $47.47
key indicator for MORE uptrend $47.57
confirmation uptrend - $47.72
mini breakout - $47.97. $ESAB Corp(ESAB.US)$
ALERT ON: $46.09
ON THE WATCH: $46.18
🥇 SIGNED OF MORE UPTREND: $46.22
NEED IT TO BREAK OVER: $46.36
key indicator for MORE uptrend $46.58
confirmation uptrend - $46.77
mini breakout - $46.94. $ESAB Corp(ESAB.US)$
ALERT ON: $45.05
ON THE WATCH: $45.21
🥇 SIGNED OF MORE UPTREND: $45.38
NEED IT TO BREAK OVER: $45.48
key indicator for MORE uptrend $45.64
confirmation uptrend - $45.80
mini breakout - $45.99. $ESAB Corp(ESAB.US)$
近3年毛利率基本在35%上下,在板塊內算比較高的。
營收2020年萎縮13.22,2021年又恢復增長,營業利潤在2020年萎縮8.9%,2021年增長50%,淨利潤則是在2020年萎縮9.5%,2021年增長49.3%。2022Q1營收和營業利潤都有增長,但是淨利潤略有下滑3.6%。
利潤表顯示,財務費用不到1%,可以忽略。2022Q1淨利潤下滑主要是受所得税影響。
資產負債率33%,應收和存貨佔比比較正常,沒有有息負債。商譽和無形資產達到20億,佔淨資產的8成。
3年來經營淨額遠高於投資淨額,盈餘很多。流動比率1.6,速動比率0.7,現金流基本安全。
目前市盈率11.2,市淨率1.06,可以謹慎選擇。(⭐️)
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