The recent insider share sale and lack of insider purchases over the last year may raise concerns for potential investors. Despite Owens Corning's profitability, the history of insider sales suggests caution.
Despite muted growth, Owens Corning may be a good investment as it trades below industry PE ratio. The current share price doesn't fully reflect future profit outlook, suggesting it's not too late to buy.
RECAP US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates. The$標普500指數(.SPX.US)$rose for a 14th week out of 15, the first for large-cap inde...
Owens Corning's low P/E ratio is attributed to investors' skepticism about its poor earnings performance improving. The company's lower-than-market forecast growth also contributes to its low P/E.
Owens Corning's growing ROCE, suggesting enhancement in efficiencies and higher returns without major capital changes, is seen positively. This trend may be a factor behind the stock's exceptional performance, indicative of investor recognition of these promising patterns.
Pre-Market Stock Movers Gapping up $麥當勞(MCD.US)$ (The fast-food chain gained nearly 1% premarket after Wells Fargo upgraded the stock to overweight from equal weight, saying the company “is firing on all cylinders” when it comes to innovation and that it could see upside in the second half of this year.) $WestRock(WRK.US)$ (Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...
Positive Report for$第一地平線國家銀行(FHN.US)$From Jefferies First Horizon received a Buy rating and a $13.00 price target from Jefferies analyst Casey Haire today. $Shopify(SHOP.US)$Cut to Underperform From Neutral by Exane BNP Paribas Shopify Cut to Underperform From Neutral by Exane BNP Paribas. BMO Capital Initiates$歐特克(ADSK.US)$at Market Perform With $224 Price Target Autodesk (ADSK) has an average rating of outpe...
歐文斯科寧股票討論區
新增數據:23Q4,營收增長0.8%,營業利潤受去年超高費用今年恢復正常影響增長83.8%,有意思的是今年其他非經營費用多出來1.46億,不知道是不是科目劃分改變引起的,淨利潤增長6.6%。
2023年營收萎縮0.9%,營業利潤增長2.5%,淨利潤萎縮3.6%。
資產負債率從57%下降到53.6%,現金大幅增加,有息貸款的長期借款一部分轉到了短期借款。
現金流經營淨額大幅高於投資淨額,庫存股繼續增加,普通股繼續減少。
目前市盈率12.6,5年平均淨利6.9億對應市盈率20.9,考慮到板塊的週期性目前估值並不便宜,可以獲利退出。
US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates.
The $標普500指數(.SPX.US)$ rose for a 14th week out of 15, the first for large-cap inde...
Gapping up
$麥當勞(MCD.US)$
(The fast-food chain gained nearly 1% premarket after Wells Fargo upgraded the stock to overweight from equal weight, saying the company “is firing on all cylinders” when it comes to innovation and that it could see upside in the second half of this year.)
$WestRock(WRK.US)$
(Shares added 6.7% after The Wall Street Journal reported that the company is nearing a me...
新增數據:2022後三季度及年報,2023Q1
2022年營收增長14.9%,營業利潤受費用暴增影響僅增長10.2%,淨利潤則受1.3億股權收益影響大幅增長24.7%。2022年利息費用佔營業利潤的6.9%,負擔不重。
2023Q1營收略微萎縮0.6%,營業利潤受毛利率下滑及費用繼續飆升影響大幅下滑21.6%,淨利潤則因爲1.9億的固定資產出售收益而增長24.4%到3.8億。
2022年應收變化不大,存貨增長了2.6億達到13.3億,顯示出銷售遇到阻力。
商譽及其他無形資產30億,佔48.37億淨資產的62%。庫存股28.16億,算是筆隱形資產。長期借款30億,實際槓桿率並不低。
5年來除2018年以外,現金流經營淨額大幅高於投資淨額,產生了不少股東盈餘。
目前市盈率10.8,市盈率TTM略降到9.7,如果按5年平均淨利潤5.6億計算,市盈率爲22,按增長股看的話有一定折扣,按週期股看的話估值過高,綜合來看降低倉位較爲穩妥。
First Horizon received a Buy rating and a $13.00 price target from Jefferies analyst Casey Haire today.
$Shopify(SHOP.US)$Cut to Underperform From Neutral by Exane BNP Paribas
Shopify Cut to Underperform From Neutral by Exane BNP Paribas.
BMO Capital Initiates $歐特克(ADSK.US)$ at Market Perform With $224 Price Target
Autodesk (ADSK) has an average rating of outpe...
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