禮恩派股票討論區

these are 3 dividend stocks that i would stay away from, some of these stocks cant afford the dividend from their net income or free cash flow, so they dilute the shareholder by issuing shares and use that money to pay the dividend! i explain alll this in the video its crazy
$3M(MMM.US)$ $美國資本代理公司(AGNC.US)$ $禮恩派(LEG.US)$ $沃爾格林-聯合博姿(WBA.US)$

$禮恩派(LEG.US)$🎯 2024.3.12 當前價格19.59，持倉浮虧22.1%
新增數據：23Q3，23Q4，營收、營業利潤和淨利潤持續萎縮，其中Q4淨利潤受特殊費用影響大幅虧損。
2023年營收萎縮8.2%，營業利潤萎縮33.8%，淨利潤轉爲虧損1.37億，不過即使沒有這4.1億特殊費用，淨利潤也僅爲1.9億左右。
這使得5年平均淨利下滑到2.3億，對應市盈率爲11.4，考慮到分紅歷史，市盈率還算正常，但考慮到這隻股票業績表現明顯弱於板塊整體，現在退出比較合適。

$禮恩派(LEG.US)$是做彈簧牀墊和座椅的，5年來營收除2020年萎縮9.9%以外增長了4年，平均增速爲5.5%，營業利潤則受成本波動影響波動中緩慢增長，平均增速不足1%，淨利潤也類似。2022年利息費用佔營業利潤的16.9%，負擔中等。
2023上半年營收萎縮8.4%，營業利潤萎縮40%，淨利潤萎縮42%。
5年來資產負債率從65.7%波動上升到68.4%，2023Q2又下降到67.6%。
2020年存貨增長了3億達到9.9億，2022年又降回了9.1億，比例還算正常。
商譽和無形資產21.2億，長期借款20.16億，淨資產16.69億，槓桿率很高，庫存股有18.67億。
5年來現金流經營淨額小比例高於投資淨額，有少量股東盈餘。
目前市盈率11，市盈率TTM提高到了14.6，股息率7.15%，而且股息幾十年來持續穩定緩慢增加，可以謹慎選擇(⭐️)

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