環匯有限公司股票討論區

$環匯有限公司(GPN.US)$是做支付服務的，營收在2019年大幅收購後持續增長了4年，近3年平均增速爲22.3%，營業利潤近3年平均增速爲28.3%，淨利潤2022年受10.3億的資本性資產減值和業務出售虧損影響大幅下滑85.5%。
2023前兩季度營收增長6.9%，營業利潤受費用暴增影響下滑4%，淨利潤受其它費用減少影響增長了1.7倍達到2.8億，但是依然沒回到正常水平。
目前市盈率307，市盈率TTM大幅下降到42，考慮到資本性資產減值和業務出售依然沒有降爲0，暫時只能觀望。

QUICK SCALP 119 $GPN —  STOCK & OPTION PLAY
ALERT ON: $119.07
ON THE WATCH: $119.19
🥇 SIGNED OF MORE UPTREND: $119.28
NEED IT TO BREAK OVER: $119.34
key indicator for MORE uptrend $119.49
confirmation uptrend - $119.62
mini breakout - $119.74
OK I SEE YOU - $119.89
Next level of breakout: $119.95. $環匯有限公司(GPN.US)$

$環匯有限公司(GPN.US)$
Well at a glance it looks like its fundamentals have reverted in some ways to its performance levels of 2018, and I'm not just cherry picking that because of the price level either.
Before even looking at historical price I opened up its cash/balance sheet and compared its current trends/quarters to its historical and it lined up well with 2018.
So it's not much of a shock to me that the price action has returned to 2018 prices.....
This may be expected if the company is basically a value company and not expected to grow very much anyway - but rather to generate cash flow and do whatever it is value stocks do.
I stopped messing around with Value stocks because of these big....year long clusterfycks that slowly eat up 20% of your portfolio.