美股市場個股詳情
HP 赫爾默里奇和佩恩材料
- 37.830
- -0.380-0.99%
收盤價 05/02 16:00 (美東)
- 37.830
- 0.0000.00%
盤後 16:03 (美東)
37.35億總市值10.84市盈率TTM
38.640最高價37.710最低價137.05萬股成交量38.390今開38.210昨收5206.28萬成交額1.44%換手率9.09市盈率(靜)9872.47萬總股本45.51352周最高1.33市淨率35.95億流通值29.09552周最低1.81股息TTM9502.74萬流通股74.613歷史最高4.78%股息率TTM2.43%振幅4.375歷史最低37.988平均價1股每手
赫爾默里奇和佩恩材料股票討論區
登錄發表評論
CPI Day
All eyes will be on Feb’s CPI data which is set to be released today (Tues). The slightly hotter than expected Jan’s CPI has cause a little alarm in the stock market. If we get another hot CPI, investors could be rattled.
For now, the market is predicting Fed will cut interest rate in June. A hot CPI will dash this hope.
$Arm Holdings(ARM.US$ $Workday(WDAY.US$$Lemonade(LMND.US$$Block(SQ.US$$SPDR道瓊斯指數ETF(DIA.US$$SPDR道瓊斯指數ETF(DIA.US$$赫爾默里奇和佩恩材料(HP.US$$SPDR黄金ETF(GLD.US$$蔚來(NIO.US$$Rivian Automotive(RIVN.US$ ...
For now, the market is predicting Fed will cut interest rate in June. A hot CPI will dash this hope.
$Arm Holdings(ARM.US$ $Workday(WDAY.US$$Lemonade(LMND.US$$Block(SQ.US$$SPDR道瓊斯指數ETF(DIA.US$$SPDR道瓊斯指數ETF(DIA.US$$赫爾默里奇和佩恩材料(HP.US$$SPDR黄金ETF(GLD.US$$蔚來(NIO.US$$Rivian Automotive(RIVN.US$ ...
From YouTube
10
12
Another record week?
S&P500 has hit a record high 15th time this year. And we are only at the start for the year. I can’t recall when was the last time we saw such a similar run.
Interesting to see if the stock market can continue to hit all time high again this week, and if it can, how many times would it be.
$SPDR 標普500指數ETF(SPY.US$$標普500指數(.SPX.US$$納指100ETF-Invesco QQQ Trust(QQQ.US$$納斯達克100指數(.NDX.US$ $美國超微公司(AMD.US$ $微軟(MSFT.US$ $Coinbase(COIN.US$$Marathon Digital(MARA.US$$比特幣(BTC.CC$$富國銀行(WFC.US$$赫爾默里奇和佩恩材料(HP.US$$英特爾(INTC.US$$Lemonade(LMND.US$$富途控股(FUTU.US$
Interesting to see if the stock market can continue to hit all time high again this week, and if it can, how many times would it be.
$SPDR 標普500指數ETF(SPY.US$$標普500指數(.SPX.US$$納指100ETF-Invesco QQQ Trust(QQQ.US$$納斯達克100指數(.NDX.US$ $美國超微公司(AMD.US$ $微軟(MSFT.US$ $Coinbase(COIN.US$$Marathon Digital(MARA.US$$比特幣(BTC.CC$$富國銀行(WFC.US$$赫爾默里奇和佩恩材料(HP.US$$英特爾(INTC.US$$Lemonade(LMND.US$$富途控股(FUTU.US$
8
2
AI Boom or Bubble?
This week, we have heavyweight Nvidia reporting their earnings. We could get some insight on whether this AI hype is a boom or a bubble.
In the past, people always say Apple is a market-moving stock. This year, it looks like Nvidia will take the title.
Their earnings can affect stocks such as Google, Microsoft, Palantir, AMD, TSMC, Apple, Meta, etc.
$奈飛(NFLX.US$$Marathon Digital(MARA.US$ $C3.ai(AI.US$ $超微電腦(SMCI.US$$蔚來(NIO.US$$LVMH Moet Hennessy Louis Vuitton(LVMUY.US$$Lululemon Athletica(LULU.US$$Visa(V.US$$萬事達(MA.US$$PayPal(PYPL.US$$CrowdStrike(CRWD.US$$英特爾(INTC.US$$赫爾默里奇和佩恩材料(HP.US$$慧與科技(HPE.US$$富敦新元貨幣基金(SG9999005961.MF$$銀行指數ETF-SPDR KBW(KBE.US$
In the past, people always say Apple is a market-moving stock. This year, it looks like Nvidia will take the title.
Their earnings can affect stocks such as Google, Microsoft, Palantir, AMD, TSMC, Apple, Meta, etc.
$奈飛(NFLX.US$$Marathon Digital(MARA.US$ $C3.ai(AI.US$ $超微電腦(SMCI.US$$蔚來(NIO.US$$LVMH Moet Hennessy Louis Vuitton(LVMUY.US$$Lululemon Athletica(LULU.US$$Visa(V.US$$萬事達(MA.US$$PayPal(PYPL.US$$CrowdStrike(CRWD.US$$英特爾(INTC.US$$赫爾默里奇和佩恩材料(HP.US$$慧與科技(HPE.US$$富敦新元貨幣基金(SG9999005961.MF$$銀行指數ETF-SPDR KBW(KBE.US$
From YouTube
4
4
Double edged sword
The Mag 7 has driven the stock market to all time high, giving investors stunning returns. But such phenomenon is a double edged sword.
They say, water can float a boat as it can capsize it (水能载舟，亦能覆舟), therefore the same stocks can also be the cause that drive the market down.
As lots of optimism have been priced in, so it’s no longer about meeting earnings expectations for these megacap companies, it’s about offering solid guidance and company outlook.
$奈飛(NFLX.US$$道瓊斯指數(.DJI.US$ ...
They say, water can float a boat as it can capsize it (水能载舟，亦能覆舟), therefore the same stocks can also be the cause that drive the market down.
As lots of optimism have been priced in, so it’s no longer about meeting earnings expectations for these megacap companies, it’s about offering solid guidance and company outlook.
$奈飛(NFLX.US$$道瓊斯指數(.DJI.US$ ...
14
2
$赫爾默里奇和佩恩材料(HP.US$1963年上市，業務覆蓋面較廣，陸海都做，90%以上的市場在美國，當前價格35.3。
5年來營收在2019和2020年大幅萎縮，2023年超過了2019年的高點，營業利潤則在2020和2021年虧損，2022年微弱盈利，2023年淨利達到5.34億，5年平均淨利爲0.63億。2023年利息費用佔營業利潤的2%，利息負擔可以忽略。淨資產收益率達到15.5%。
5年來資產負債率從31.3%提高到36.7%。 應收和存貨的比例和增速都較正常，商譽及其他無形資產1.06億，佔27.72億億淨資產的3.8%，長期借款5.45億，佔淨資產的20%，槓桿率很低。庫存股4.64億，股本基本上沒有變化。
目前現金3.5億，流動比率2.4，速動比率1.9都比較健康。
5年來現金流經營淨額大幅超過投資淨額，產生了很多股東盈餘。
目前市盈率8.5， 5年平均淨利對應市盈率爲55.7，市淨率1.3，股息率5.5%，股息不太穩定，按週期股來看估值不算低，暫時吸引力不大。
5年來營收在2019和2020年大幅萎縮，2023年超過了2019年的高點，營業利潤則在2020和2021年虧損，2022年微弱盈利，2023年淨利達到5.34億，5年平均淨利爲0.63億。2023年利息費用佔營業利潤的2%，利息負擔可以忽略。淨資產收益率達到15.5%。
5年來資產負債率從31.3%提高到36.7%。 應收和存貨的比例和增速都較正常，商譽及其他無形資產1.06億，佔27.72億億淨資產的3.8%，長期借款5.45億，佔淨資產的20%，槓桿率很低。庫存股4.64億，股本基本上沒有變化。
目前現金3.5億，流動比率2.4，速動比率1.9都比較健康。
5年來現金流經營淨額大幅超過投資淨額，產生了很多股東盈餘。
目前市盈率8.5， 5年平均淨利對應市盈率爲55.7，市淨率1.3，股息率5.5%，股息不太穩定，按週期股來看估值不算低，暫時吸引力不大。
已翻譯
More gains in 2024?
Since 1950, the return for S&P500 after a 20+% yearly gain is an average of about 10%.
Not just that, 80% of the second year is green.
History may not guarantee future performance. But would you want to go against the high probability?
That said, stay nimble, do your own research, and be prepared to switch side if required.
$Grab Holdings(GRAB.US$$Enphase Energy(ENPH.US$ $Palantir(PLTR.US$$Adobe(ADBE.US$$賽富時(CRM.US$ $GlobalFoundries(GFS.US$$英特爾(INTC.US$$Lululemon Athletica(LULU.US$$Snap Inc(SNAP.US$$赫爾默里奇和佩恩材料(HP.US$$百事可樂(PEP.US$$可口可樂(KO.US$$星巴克(SBUX.US$$強生(JNJ.US$$寶潔(PG.US$
Not just that, 80% of the second year is green.
History may not guarantee future performance. But would you want to go against the high probability?
That said, stay nimble, do your own research, and be prepared to switch side if required.
$Grab Holdings(GRAB.US$$Enphase Energy(ENPH.US$ $Palantir(PLTR.US$$Adobe(ADBE.US$$賽富時(CRM.US$ $GlobalFoundries(GFS.US$$英特爾(INTC.US$$Lululemon Athletica(LULU.US$$Snap Inc(SNAP.US$$赫爾默里奇和佩恩材料(HP.US$$百事可樂(PEP.US$$可口可樂(KO.US$$星巴克(SBUX.US$$強生(JNJ.US$$寶潔(PG.US$
From YouTube
10
2
Bear case?
Inflation has dropped from 9% to around 3%. That’s about 66% drop.
Apart from the banking crisis scare earlier this year, the US economy and labour market seem to be doing okay in this high interest rate environment
The S&P500 index is up more than 20% this year.
The overall stock market could go even higher if cash are being rotated from the money market funds to the equities.
Just wondering, is anyone still shorting the market? If so, what’s the bear case now? Recession in 2024?
$英特爾(INTC.US$$SentinelOne(S.US$$iShares羅素2000指數ETF(IWM.US$$Direxion Daily TSLA Bull 2X Shares(TSLL.US$$Spotify Technology(SPOT.US$$Snap Inc(SNAP.US$$ProShares比特幣策略ETF(BITO.US$$The Trade Desk(TTD.US$$Visa(V.US$$萬事達(MA.US$$PayPal(PYPL.US$$赫爾默里奇和佩恩材料(HP.US$$塔吉特(TGT.US$$沃爾瑪(WMT.US$
Apart from the banking crisis scare earlier this year, the US economy and labour market seem to be doing okay in this high interest rate environment
The S&P500 index is up more than 20% this year.
The overall stock market could go even higher if cash are being rotated from the money market funds to the equities.
Just wondering, is anyone still shorting the market? If so, what’s the bear case now? Recession in 2024?
$英特爾(INTC.US$$SentinelOne(S.US$$iShares羅素2000指數ETF(IWM.US$$Direxion Daily TSLA Bull 2X Shares(TSLL.US$$Spotify Technology(SPOT.US$$Snap Inc(SNAP.US$$ProShares比特幣策略ETF(BITO.US$$The Trade Desk(TTD.US$$Visa(V.US$$萬事達(MA.US$$PayPal(PYPL.US$$赫爾默里奇和佩恩材料(HP.US$$塔吉特(TGT.US$$沃爾瑪(WMT.US$
From YouTube
14
6
Party pooper
After the intraday rally during post FOMC conference, New York Fed President John Williams came out on Friday to say that they are not really talking about rate cuts yet. That’s different from what Powell has shared.
Is Williams the party pooper? Or was Powell lying?
Meanwhile, the post FOMC euphoria could been dampened a little. Will be interesting to see how market moves today, especially after last Friday’s heavily manipulated Triple Witching Day.
$Coinbase(COIN.US$ $Arm Holdings(ARM.US$$英偉達(NVDA.US$ ...
Is Williams the party pooper? Or was Powell lying?
Meanwhile, the post FOMC euphoria could been dampened a little. Will be interesting to see how market moves today, especially after last Friday’s heavily manipulated Triple Witching Day.
$Coinbase(COIN.US$ $Arm Holdings(ARM.US$$英偉達(NVDA.US$ ...
From YouTube
9
3
Recent insider selling at Helmerich & Payne without any purchases raises flags. Despite the firm's profitability and increased earnings, coupled with high insider ownership signifying management-shareholder alignment, the history of share sales causes hesitation.
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De beck : 是的，但如果我記得不錯，市場只在報告當天下跌，在 2 天內全部回升。明天找出，熱報可能會讓市場震驚。
CᖇYᑌI᙭ : 麻煩麻煩麻煩。
Cow Moo-ney樓主 De beck: 買下水的人們一直走進來。讓我們看看如果我們得到熱的消費者價格指數，他們是否可以再做
Ultratech : 這裡還是星期一。調音步驟仍然是一件事。我的理論是市場討厭不確定性，無論消費價格指數只會飛行
Cow Moo-ney樓主 Ultratech: 哈哈，這是亞洲的星期二。你來自哪裡？
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