Leslie's' ROCE trend is concerning as returns shrink despite reinvestment. The 64% stock decline over three years may reflect investor pessimism. Underlying trends suggest better investment opportunities elsewhere.
A meaty post market decline after retailers benefited from a bounce today.$Leslie's(LESL.US)$, the 2nd largrst holding, tanked -22% in post market. $標普零售指數ETF-SPDR(XRT.US)$
While Leslie's CEO remains positive about long-term growth, Seeking Alpha's Quant Rating reveals a less optimistic market view, categorising Leslie's as Strong Sell or Sell since March.
Steven Ortega, Leslie's Board Chairman, is pleased to welcome Seth, adding his experience will aid company growth. Seth Estep is eager to leverage his expertise to drive growth, recognizing Leslie's success in the pool and spa aftermarket industry.
Upgrades •$Funko(FNKO.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $28 (from $25) •$西南航空(LUV.US)$: Raymond James Upgrades to Strong Buy from Outperform - PT $55 (from $57) •$大都會人壽(MET.US)$: Wolfe Research Upgrades to Outperform from Peerperform •$MGIC Investment(MTG.US)$: RBC Capital Upgrades to Outperform from Sector Perform - PT $16 (from $15) •$Snowflake(SNOW.US)$: JPMorgan Upgrades to Overweigh...
Leslie's股票討論區
$標普零售指數ETF-SPDR(XRT.US)$
利息費用近3年持續下滑,2022年佔營業利潤的12.7%,負擔中等。
2023前兩季度營收萎縮1.2%,營業利潤則受成本費用雙重增長影響而虧損0.52億,淨利潤虧損0.62億。
目前市盈率6.3,市盈率TTM提高到8.6,可以多觀察幾個季度再判斷。
Current watch ⚡️⚡️
$前進保險(PGR.US)$$Nikola(NKLA.US)$$哈門那(HUM.US)$$PainReform(PRFX.US)$$旗際汽車(CJET.US)$$Biodexa Pharmaceuticals(BDRX.US)$$Leslie's(LESL.US)$$英偉達(NVDA.US)$$Elevance Health(ELV.US)$$SAI TECH Global(SAI.US)$
專欄Top upgrades and downgrades on 6/23: HD, LOW, LUV, WE and more
• $Funko(FNKO.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $28 (from $25)
• $西南航空(LUV.US)$ : Raymond James Upgrades to Strong Buy from Outperform - PT $55 (from $57)
• $大都會人壽(MET.US)$ : Wolfe Research Upgrades to Outperform from Peerperform
• $MGIC Investment(MTG.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $16 (from $15)
• $Snowflake(SNOW.US)$ : JPMorgan Upgrades to Overweigh...
專欄Top upgrades and downgrades on 4/4
• $DCP Midstream(DCP.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $42 (from $36)
• $Leslie's(LESL.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $27 (from $26)
• $羅技(LOGI.US)$ : Goldman Sachs Upgrades to Buy from Neutral
• $蔚來(NIO.US)$ : UBS Upgrades to Buy from Neutral - PT $32 (from $46)
• $Ollie's Bargain Outlet(OLLI.US)$ : Wells Fargo Upgrades to Overweight from EqualWeight - PT $65 (from $45)
• $Oric Pharmaceuticals(ORIC.US)$ : Citigro...
Stocks upgraded to buys
$Jounce Therapeutics Inc(JNCE.US)$ buyin 7.20 sell 13.15.
$Leslie's(LESL.US)$
buy in 22.38 sell 26.00
$DXC Technology(DXC.US)$
buy in 34.40 sell 43.30
$西麥斯(CX.US)$
buy in 7.62 sell 8.66
$Braskem(BAK.US)$
in breakout still.
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