Steelcase股票討論區

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$Steelcase(SCS.US)$
看圖說話，短線依然看漲

$Steelcase(SCS.US)$ — Shares of the office furniture company jumped nearly 6% on Wednesday evening following a strong earnings report for its most recent quarter. Both adjusted earnings per share and revenue were higher than analysts estimated, according to FactSet. Steelcase also issued guidance for the current quarter that was higher than Wall Street’s projections.
$MillerKnoll(MLKN.US)$ — MillerKnoll, another furniture company, saw shares decline ...

$Steelcase(SCS.US)$營收在2020年達到37億高點後下滑到26億，2022年恢復到27.7億，而營業利潤從2020年2.6億高點跌倒0.79以後，在2021年近一步跌到0.2億，淨利潤則從2億高點跌到0.26億，2021年跌倒400萬的水平。
2022前三季度營收增長20.4%到24.3億，營業利潤增長1.8倍到0.5億，淨利潤增長兩倍到0.2億。
利潤表顯示公司過去十年的頭6年營收基本保持在30億，營業利潤1.8億上下，淨利潤1億左右。後四年中前兩年猛漲到37億，後兩年又跌倒26億右，頗有些均值回歸的樣子。
公司的營業費用彈性較小，因此營收大幅下滑或上漲會造成利潤的猛烈波動。
目前公司市盈率252，市盈率TTM已經降到了50.5，如果按1億淨利潤，對應市盈率爲8.6，無論哪個估值對週期公司來說都不算低估，吸引力不大。

Gapping up
$Steelcase(SCS.US)$ +3% (Steelcase gained 3% in the premarket after the office furniture maker reported better-than-expected quarterly earnings and issued an upbeat profit forecast. Steelcase’s quarterly revenue fell short of Wall Street forecasts as did its revenue forecast, however, but its backlog of orders is 3% higher than it was a year ago.
$Lucid Group(LCID.US)$ +5.81% (the electric vehicle maker raised more than $1....

Gapping up
In reaction to earnings/guidance:
• $德意志銀行(DB.US)$ +5.6%, $賽富時(CRM.US)$ +2.3%, $富樂(FUL.US)$ +2.2%, $攜程網(TCOM.US)$ +0.7%
Other news:
• $Precigen(PGEN.US)$ +3.9% (names new COO)
• $Scorpio Tankers(STNG.US)$ +2.7% (reports it purchased its common shares in the open market and exercised a purchase option for an LR2 product tanker that is currently leased)
• $Marinus Pharmaceuticals(MRNS.US)$ +1.6% (...

Gainers:
• $Aura Biosciences(AURA.US)$ +13.9% (reports topline data from study of AU-011)
• $Hyzon Motors(HYZN.US)$ +8.2% (to collaborate with $斯倫貝謝(SLB.US)$ in decarbonizing oil & gas field operations with high-power fuel cells)
• $Apogee Enterprises(APOG.US)$ +6.3% (In reaction to earnings/guidance)
• $GMS Inc(GMS.US)$ +6% (In reaction to earnings/guidance)
• $達登飯店(DRI.US)$ +4.2% (In reaction to earnings/gui...