公務集團股票討論區

As generative AI technology (GenAI) rapidly advances, investors eager to capitalize on the AI trend have shifted their focus to a once-quiet niche in the market—the companies that own and operate power plants. $摩根士丹利(MS.US)$'s latest report delves into the fast-paced growth of AI demand and the current state of power infrastructure, highlighting a potential investment hotspot that was previously overlooked.
Rapidly Dec...

U.S. stock and bond markets will be closed for Presidents Day on Monday. After that, investors can look forward to a busy slate of earnings and economic data.
$家得寶(HD.US)$, $沃爾瑪(WMT.US)$, and $Palo Alto Networks(PANW.US)$ are set to report results on Tuesday, followed by $英偉達(NVDA.US)$, $Lucid Group(LCID.US)$, $eBay(EBAY.US)$, and $TJX公司(TJX.US)$ on Wednesday. $阿里巴巴(BABA.US)$, $Block(SQ.US)$, ...

Upgrades
• $Baker Hughes(BKR.US)$ : HSBC Upgrades to Buy from Hold - PT $38.30
• $智利CCU啤酒(CCU.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $Capital City Bank Group(CCBG.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $31.50 (from $29)
• $Hub Group(HUBG.US)$ : Susquehanna Upgrades to Positive from Neutral - PT $83 (from $92)
• $盈透證券(IBKR.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $90
• $JB亨特運輸服務(JBHT.US)$ : Susqueh...

Upgrades
• $Cronos Group(CRON.US)$ : Barclays Upgrades to Equal Weight from Underweight - PT $5 (from $5.50)
• $藝康集團(ECL.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $196 (from $210)
• $Helios Technologies(HLIO.US)$ : Stifel Upgrades to Buy From Hold - PT $95 (from $85)
• $Manhattan Associates(MANH.US)$ : Raymond James Upgrades to Outperform From Market Perform - PT $170
• $奧馳亞(MO.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $57
• $寶潔(PG.US)$ : Truist ...

$公務集團(PEG.US)$
I like PEG in addition to PE, because it incorporates growth. Apart from that, I look at cash flow, debt and assets and any red flags in the balance/income statement.
"Goodwill" is usually a number I deduct straight from the equity. It is a valueless position.

$福特汽車(F.US)$ Ford’s forward PE ratio is also less than a third of its consumer discretionary sector peers, which are averaging a 30.2 forward earnings multiple.
Yet when it comes to evaluating a stock, earnings aren't everything.
The growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio $公務集團(PEG.US)$ (PEG) is a good way to incorporate growth rates into the evaluation process. The S&P 500’s overall PEG is currently about 0.9; Ford’s PEG is 0.26, suggesting Ford is significantly undervalued after accounting for its growth.
Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&P 500’s PS ratio is currently 3.15, well above its long-term average of 1.62. Ford’s PS ratio is a miniscule 0.48, roughly 85% lower than the S&P 500 average as a whole.
Finally, Wall Street analysts see little value in Ford stock over the next 12 months. The average analyst price target among the 20 analysts covering Ford is $17.50, suggesting 0.7% upside from current levels.