OneMain股票討論區

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $聯合太平洋(UNP.US)$ - up 7.3%
2. $利西亞車行(LAD.US)$ - up 4.6%
3. $谷歌-A(GOOGL.US)$ - up 4.2%
4. $谷歌-C(GOOG.US)$ - up 4.1%
5. $小鵬汽車(XPEV.US)$ - up 4.0%
6. $波音(BA.US)$ - up 3.2%
7. $RPM International(RPM.US)$ - up 3.2%
8. $桑坦德銀行(SAN.US)$ - up 1.9%
9. $Teladoc Health(TDOC.US)$ - up 1.8%...

$OneMain(OMF.US)$主要做消費貸，5年來營收保持增長，營收主要以利息收入爲主，利息收入也保持了5年增長，除2021年外，信貸損失準備金均超過10億，淨利潤的波動也主要由這部分引起。
資產負債率5年來從81%提升到了86.6%，資產主要由貸款組成，商譽和其他無形資產17億，佔淨資產的56%，負債主要由長期借款構成，不會面臨SVB那樣的擠兌境地。
淨資產30.29億，有6.67億的庫存股，但是不足以抵消商譽和其他無形資產。
目前市盈率5.2，市淨率1.5，估值上吸引力不大。

Upgrades
• $阿姆斯特朗工業(AWI.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $93
• $BioNTech(BNTX.US)$: SVB Securities Upgrades to Outperform from Market Perform - PT $223
• $CCC Intelligent Solutions Holdings(CCCS.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $12 (from $10)
• $PowerSchool(PWSC.US)$ : Goldman Sachs Upgrades to Neutral from Sell - PT $16 (from $15.50)
• $Shyft Group(SHYF.US)$ : DA Davi...

$Digital World Acquisition Corp(DWAC.US)$, the SPAC that recently agreed to combine with Donald Trump's Trump Media and Technology Group, soars more than nine-fold to take the top spot among the week's five biggest financial gainers (with market cap over $2B) by a wide margin.
By contrast, the second-biggest increase for the week, normally an impressive rise, looks less stellar — $Athene Holding Ltd(ATH.US)$, +19%, after its parent $阿波羅全球管理(APO.US)$ laid out its plan for 18% CAGR for fee-related earnings through 2026 during its investor day.
Apollo Global, as the third biggest gainer, rose almost as much at 18%;
Pet health insurer $Trupanion(TRUP.US)$ gains 18%;
$奇富科技(QFIN.US)$, +13%, partly recovers from the Chinese fintech slump triggered by Beijing's new data privacy law.
Among the stocks falling the most for the week, $Upstart(UPST.US)$ declined the most, down 12%, after the stock received a double-downgrade at BofA Securities on the basis that the stock's near-term upside is already priced in.
Brazilian bank, Banco Santander (Brasil) follows, -11%;
$PayPal(PYPL.US)$ dropped 10% during the week after reports that it's in talks to buy Pinterest for ~$45B, mostly in stock;
$OneMain(OMF.US)$, -9.1%, reported Q3 earnings beat estimates, but revenue was in-line; and
Crypto-focused $Silvergate Capital(SI.US)$, which reported better-than-expected Q3 earnings, saw its stock slip 8.5% during the week.