Ferroglobe's CEO Marco Levi is confident in Larsen's ability to excel in his new role, citing his successful track record of implementing sales and marketing strategies across businesses similar to Ferroglobe's product portfolio.
Despite the recent drop in share price, long-term investors have seen a return of 12% each year over five years. The recent sell-off could be an opportunity, pending signs of a long-term growth trend in the fundamental data.
The improvement in Ferroglobe's ROCE and the substantial returns to shareholders suggest promising fundamentals for the company. Further due diligence might be required to evaluate the company's future prospects.
Ferroglobe股票討論區
Are We Headed For 100% Gains? Why This Is A Top Value Stock | Stocks To Watch | Stocks To Buy
$SilverSun Technologies(SSNT.US)$
When I called it at $4 🙂
分批買入,進場
新增數據:2022Q4及全年,2023Q1
營收增長46%,營業利潤增長23.7倍,淨利潤扭虧達到4.44億。
2023Q1營收下滑44%,營業利潤下滑79%,淨利潤下滑83%。
目前市盈率2.2,市盈率TTM增加到3.2,如果全年淨利下滑80%,市盈率將達到11,如果按5年平均淨利來看,市盈率會是負數,綜合來看沒有什麼吸引力,平倉退出。
4TH TROOPS BE READY ATTACKING TOMORROW 👌🤗👍
毛利率5年來從34%下滑到17.4%後又恢復到28%,淨資產收益率僅在2018年爲盈利5.5%,其餘4年都是虧損。
本來是要直接排除的,但是2022前兩季度的營收增長1倍達到15.6億,營業利潤和淨利潤分別達到4.8億和3.4億。這讓市盈率TTM降到了4.7,如果增速穩定,全年利潤達到7億,目前市盈率就會低於2。
5年來資產負債率從53%上升到了79%,2022前兩季度又下降至67%。
長期借款3.89億,現金已經達到3億,流動性看起來不錯,長期借款佔淨資產的61%。
5年來經營淨額超過投資淨額,有一定的股東盈餘。
目前市盈率TTM4.7,預期市盈率可以降到2以下,市淨率目前2.1,可以謹慎選擇(⭐️)。
暫無評論