Despite a revenue dip, investors bank on Repligen's future growth, justifying a high P/S ratio. Strong revenue forecasts may keep share prices up, unless analysts' predictions are off.
No recent insider transactions at Repligen isn't concerning, but last year's transactions aren't encouraging. Modest insider ownership suggests alignment with shareholders. However, Repligen has 1 warning sign that shouldn't be ignored.
The growth of Repligen parallels investors' sentiment, with EPS growth and yearly share price increases closely matched. Five-year return of 30% suggests consolidation amidst the firm's continued execution of its growth strategy.
Repligen's projected profit growth and evident undervaluation signal a good investment opportunity. The unreflected potential in the share price suggests now is a desirable time to buy.
Pre-Market Stock Movers Gapping up $Meta Platforms(META.US)$+0.81% (The social media gianted in premarket trading after the launch of Threads, a direct competitor to Twitter. Meta CEO Mark Zuckerberg said on his Threads account early Thursday that 10 million people had signed up for the platform in seven hours after launching.) $Sweetgreen(SG.US)$+5.14% (Sweetgreen jumped more than 4% after Bank of America upgraded...
Brief thoughts on why I added to each: - Netflix - I always wanted to buy but never liked the price. Now with its 50-day MA set to pass its 200, I figure I might as well jinx it with my minimal TA knowledge. - Crox - Declining ROIC, but still at 24% in its last quarter, even bringing HEYDUDE into the fold. - Repligen - Picks and shovels play to the biotech industry, and I want to increase my exposure there. $奈飛(NFLX.US)$$卡駱馳(CROX.US)$$Repligen(RGEN.US)$$迪士尼(DIS.US)$
$Repligen(RGEN.US)$ Can keep this one in watchlist for next week. Interesting price action. Price already up after earnings yet a flush down. Volume were high but still managed to close green above key lvl. A tell tale for hunting SL. A gd entry will be 257.50. SL will be -1% from there. (If price does drop to 257.50, see if it cut under first, enter after rebound lest it hit your -1%). As long price stay below that lvl, setup is void
Repligen股票討論區
Gapping up
$Meta Platforms(META.US)$ +0.81% (The social media gianted in premarket trading after the launch of Threads, a direct competitor to Twitter. Meta CEO Mark Zuckerberg said on his Threads account early Thursday that 10 million people had signed up for the platform in seven hours after launching.)
$Sweetgreen(SG.US)$ +5.14% (Sweetgreen jumped more than 4% after Bank of America upgraded...
2022年營收、營業利潤和淨利潤的增速分別放緩至19.5%,13.2%和45%。
2023Q1營收下滑11.5%,營業利潤受毛利率下滑和費用增長影響大幅下滑43.6%,淨利潤下滑38.6%,增長似乎遇到了瓶頸。
資產負債表顯示2022年應收賬款有所減少,但是存貨大幅增加,達到了營收的30%,是個不太健康的水平。
商譽達到了8.56億,佔淨資產的45%。
目前沒有長期借款,短期借款2.5億,槓桿率不高。
市盈率46.7,市盈率TTM 51.4,和去年增速比有一定折扣,但是考慮到Q1的表現,可以再觀察幾個季度。
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- Netflix - I always wanted to buy but never liked the price. Now with its 50-day MA set to pass its 200, I figure I might as well jinx it with my minimal TA knowledge.
- Crox - Declining ROIC, but still at 24% in its last quarter, even bringing HEYDUDE into the fold.
- Repligen - Picks and shovels play to the biotech industry, and I want to increase my exposure there.
$奈飛(NFLX.US)$ $卡駱馳(CROX.US)$ $Repligen(RGEN.US)$ $迪士尼(DIS.US)$
Can keep this one in watchlist for next week. Interesting price action. Price already up after earnings yet a flush down. Volume were high but still managed to close green above key lvl. A tell tale for hunting SL. A gd entry will be 257.50. SL will be -1% from there. (If price does drop to 257.50, see if it cut under first, enter after rebound lest it hit your -1%). As long price stay below that lvl, setup is void
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