PNM Resources expressed disappointment over Avangrid's decision to terminate the merger agreement citing potential benefits to customers, communities, and shareholders. PNM Resources's future strategies remain focused on infrastructure investments to meet energy needs amidst the terminated merger.
PNM Resources' capital reinvestment has not boosted returns, with a mere 16% yield to shareholders in five years hinting at investor awareness of these disappointing trends. The company becoming a future multi-bagger appears unlikely.
PNM Resources股票討論區
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5年來營收前4年緩慢成長,2021年增長了16.9%;營業利潤卻從2018年開始緩慢下降,2021年增長了8%;淨利潤從2017到2019年都非常低,2020年暴漲了1倍,2021年又提高了13%。但是2021年的快速成長似乎不能繼續,2022Q1營收增長了21.8%,營業利潤增長了58%,但是淨利潤卻下滑了9.4%。
2018年起的3年營業利潤下滑是因為營業費用增長超過了營收增長。2021年主營業務成本提升了很多,但是由於營收增長很快,抵消了成本,所以毛利仍然小幅增長。而2022Q1毛利率繼續下降,出售證券又虧了2657萬,所以淨利潤下滑。
目前20倍市盈率需要更好的成長數據支持。
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