Runway Growth Finance股票討論區

$Runway Growth Finance(RWAY.US)$ 🎯 2023.8.21 當前價格12.93，持倉浮盈13%，距離買入已經5個月
新增數據：2023Q1和Q2
2023上半年營收增長6.4倍，主要是淨利息收入增加了48.4%，加上非利息費用降低造成的，使得淨利潤暴增16倍達到0.34億。
目前市盈率16.4，市盈率TTM降到了8.1，市淨率0.91，股息率達到了12.3%，可以謹慎選擇(⭐️)

$Runway Growth Finance(RWAY.US)$非常類似SIVB，是給創新型企業貸款的公司，2021年剛上市。
營收近3年迅速增長，主要由利息收入構成，淨利潤近兩年大幅下滑。
資產負債表顯示資產主要以投資爲主，負債主要以5.5億的長期借款爲主，佔淨資產的95.5%，沒有擠兌風險，也沒有歸0風險。
目前市盈率14.4，市淨率0.8，可以放一些觀察倉位試試水。

五月賣？他們當然是這樣做的，但交易員並沒有像古老的股市格言所暗示的那樣消失，而是在下跌時積極買入，導致了近年來一些最瘋狂的月度波動。由於對經濟數據的懷疑、企業盈利喜憂參半、央行激進、通脹和中國的鎖定政策，本月前半個月出現了大量資產類別的拋售。美國股票 $標普500指數(.SPX.US)$ 短暫跌入熊市區間，較近期高點下跌20%，但市場隨後開始降低對美國升息的預期。每週回顧：市場傾向於開始更強？！1.股票的V型月引自Ruters：摩根士丹利資本國際(MSCI)全球股市基準在5月9日的底部比當月的峯值損失了近5萬億美元，創下約18個月來的最低水平。從那時起，隨着市場解除美聯儲最激進的緊縮押注，該指數已經上漲了8%。因此，摩根士丹利資本國際世界指數將在5月結束時小幅上漲，市值回到60萬億美元以北。與此同時，最容易受到利率波動影響的股票板塊--美國科技股--在本月前20天暴跌15%，隨後反彈12%。納斯達克綜合指數 $納斯達克綜合指數(.IXIC.US)$ 截至5月底下跌...

On the last trading day, the S&P 500 index climbed 0.30%, while the NASDAQ Composite index rose 0.62%, and the Dow Jones Industrial Average dropped0.02%.
On Thursday, there was no traditional IPO filed and six new stocks officially listed for trading. Restaurant chain Portillo's soared45.5% in its trading debut, valued at $2.08 billion.Ventyx Biosciencessurged31.38% in market debut, valued at $0.99 billion.
Restaurant chain$Portillo(PTLO.US)$, founded in 1963 and known for its hot dogs and chocolate cake, is also going public.
Since its founding in a small trailer which Dick Portillo called 「The Dog House,」 Portillo’s has grown to become a treasured brand with a passionate nationwide following.
Its diverse menu features all-American favorites such as Chicago-style hot dogs and sausages, Italian beef sandwiches, chopped salads, burgers, crinkle-cut french fries, homemade chocolate cake and milkshakes.
Portillo's creates a consumer experience by combining attributes of fast casual and quick service concepts with an exciting energy-filled atmosphere and restaurant model.
As of June 27, 2021, it owned and operated 67 Portillo’s restaurants across nine states.
Related：
IPO-pedia | Hot Dog! Portillo's is going public
$Dutch Bros(BROS.US)$, based in the Grants Pass in southern Oregon where it was founded in 1992 by brothers Dane and Travis Boersma, is a high-growth operator and franchisor of drive-thru shops.
According to the filing, Dutch Bros is one of the fastest-growing brands in the foodservice and restaurant industry in the United States by location count. In the past five and a half years, the company has increased shop count from 254 shops in 7 states at the end of 2015 to 471 shops in 11 states as of June 30, 2021.
As of Oct 21th，it had a market cap of $3.02 billion. It went public on Sep 14h, 2021, with a first-day gain of 59.48% and a listed-to-date gain of 163.39%.
$Enfusion(ENFN.US)$$P10 Inc(PX.US)$$Ventyx Biosciences(VTYX.US)$$Runway Growth Finance(RWAY.US)$$Vita Coco(COCO.US)$

Related:
IPO-pedia | Coconut water brand Vita Coco tees up an IPO at over $2 bln value
$Context Therapeutics(CNTX.US)$$Stronghold Digital Mining(SDIG.US)$$Enfusion(ENFN.US)$$P10 Inc(PX.US)$$Portillo(PTLO.US)$$Runway Growth Finance(RWAY.US)$$Vita Coco(COCO.US)$$Ventyx Biosciences(VTYX.US)$$Winc, Inc.(WBEV.US)$$Aris Water Solutions(ARIS.US)$$Minerva Surgical(UTRS.US)$$Xilio Therapeutics(XLO.US)$