可口可樂凡薩瓶裝股票討論區

$可口可樂凡薩瓶裝(KOF.US)$1993年上市的墨西哥公司，主要做可樂的裝瓶銷售生意，主要市場在拉丁美洲，當前價格92.56。
5年來營收波動中增長，平均增速4.4%，營業利潤平均增速3.3%，淨利潤在2019和2020年受其它收入影響大幅萎縮，近4年平均增速6.8%。2022年利息費用佔營業利潤的7.9%，利息負擔較合理。毛利率近5年基本在45%左右，2022年淨資產收益率提高到15.4%。
2023前3季度營收增長9.2%，營業利潤增長12.9%，淨利潤增長19%。
目前市盈率19.3，市盈率TTM15.9，如果全年淨利增長19%市盈率將降爲16.2，股息率3.5%，近10年股息基本穩定，估值和長期淨利增速相比還是有些高，暫時觀望。

Morning Movers
Gapping up
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$捷藍航空(JBLU.US)$ on Thursday narrowed its annual adjusted loss forecast, riding on st...

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Upgrades
• $Blueprint Medicines(BPMC.US)$ : Jefferies Upgrades to Buy from Hold - PT $78 (from $88)
• $CatchMark Timber Trust Inc(CTT.US)$ : Raymond James Upgrades to Market Perform from Underperform
• $丹納赫(DHR.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $310 (from $299)
• $Enanta Pharmaceuticals(ENTA.US)$ : Evercore ISI Upgrades to In Line from Underperform - PT $39 (from $35)
• $FEMSA(FMX.US)$ : Bradesco BBI Upgrades to Outperform f...

Upgrades
• $聲網(API.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $12.50
• $argenx SE(ARGX.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $375 (from $278)
• $Idacorp(IDA.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $110 (from $108)
• $傑克仕太平洋(JAKK.US)$ : BMO Capital Upgrades to Outperform from Market Perform - PT $21
• $可口可樂凡薩瓶裝(KOF.US)$ : Barclays Upgrades to Overweight from Equal Wei...