諧波股票討論區

$諧波(HLIT.US)$ looks bad.. for coming quarters?

U.S. stock futures were trading within a tight range during Monday's evening deals after major benchmark averages posted moderate gains as investors look toward a fresh deluge of quarterly earnings results throughout the week.
Yum China Holdings $百勝中國(YUMC.US)$ fell 2.8% after the company reported Q2 EPS of $0.47 versus $0.46 expected, with revenues of $2.65 billion versus $2.72B expected.
Harmonic $諧波(HLIT.US)$ shed 13.7% after report...

$諧波(HLIT.US)$營收5年來在2019和2020年小幅下滑，其餘3年快速增長，5年平均增速12%，營業利潤則受毛利率波動影響在2018和2020年虧損了兩年，其餘3年盈利，2022年增長1.6倍到0.49億，淨利潤2021年才扭虧，2022年達到0.28億。
5年來資產負債率變化不大，從55.3%微降到54.3%，應收賬款近期變化不大，但是存貨增漲非常快2021年從0.35億增長到0.71億，2022年從0.71億增長到1.21億，增幅均大幅超過當期淨利潤，不過比例還算正常，2022年短期借款增加到1.2億，應該是爲了應對存貨增多後的資金短缺。
5年來長期負債下降很多，2022年僅剩0.11億，說明管理層認爲資金短缺應該是短期現象。
5年來經營淨額大比例超過投資淨額，股東盈餘較多。
目前市盈率53，不知道高增長是否可持續，再觀察兩份季報再做判斷。

$諧波(HLIT.US)$ $西方石油(OXY.US)$ anyone knows harmonic will be up its 3q profit?

Upgrades
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Downgrades
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Upgrades
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