思泰瑞醫療股票討論區

$思泰瑞醫療(STE.US)$5年來營收持續增長，平均增速爲13.6%，2022年增長8.1%達到50億。營業利潤除2022年受營業費用大幅飆升而下滑22%以外增長了4年，5年平均增速爲13.7%。淨利潤則受大幅飆升的利息費用和資本性資產減值影響，近兩年大幅下滑。
營收在2022年上了個臺階，資產負債表顯示2022年進行了大規模收購，儘管推動了近兩年營收增長，但是帶來高額的資產減值事實上讓這次收購在近期造成了淨利潤大幅下滑。
目前市盈率達到了189，即使不考慮4.9億的資產減值，稅後利潤也只有5億左右，對應市盈率40。考慮到近期營收增速在減慢和未來減值的不確定性，目前缺乏吸引力。

Jefferies Upgrades $福特汽車(F.US)$, Says Auto Giant's Stock Can Rally More Than 30%
Analyst Philippe Houchois upgraded shares to buy from hold in a Tuesday note. He also raised his price target to $16 from $13.
$Coinbase(COIN.US)$Raised to Overweight From Neutral by Atlantic Equities
Coinbase Price Target Announced at $70.00/Share by Atlantic Equities.
$庫珀醫療(COO.US)$Initiated at Equal-Weight by Morgan Stanley
Cooper Cos Pri...

Upgrades
• $美國超微公司(AMD.US)$: BMO Capital Upgrades to Outperform from Market Perform - PT $115 (from $100)
• $安諾電子(APH.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $83
• $CDW Corp(CDW.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $200 (from $205)
• $好市多(COST.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $579 (from $525)
• $新東方(EDU.US)$ : CICC Upgrades to Outperform from M...

Weekly market recap
Last week, the $納斯達克綜合指數(.IXIC.US)$ lost 1.54%, while the $標普500指數(.SPX.US)$ and $道瓊斯指數(.DJI.US)$ dropped 0.21% and 0.24%, respectively. It was the sixth straight losing week for the Dow, and the fifth straight for the other two major indexes.
Sectors performance
The week ahead in focus
We've passed the peak of the first quarter earnings season, but there are still several notable...

U.S. stock indexes closed lower Tuesday, giving up gains earlier in the session after a better-than-feared inflation reading and falling back into their September doldrums.
The $道瓊斯指數(.DJI.US)$ shed 292.06 points, or 0.8%, to 34,577.57. The $標普500指數(.SPX.US)$ dipped nearly 0.6% to 4,443.05 and the $納斯達克綜合指數(.IXIC.US)$ ticked about 0.5% lower to 15,037.76.
$齊默巴奧米特控股(ZBH.US)$ $思泰瑞醫療(STE.US)$ $泰利福(TFX.US)$ $永利度假村(WYNN.US)$ $金沙集團(LVS.US)$ $康卡斯特(CMCSA.US)$

The $標普500指數(.SPX.US)$ slid more than 1% on Wednesday as meeting minutes showed the Federal Reserve started eyeing tapering before the year-end.
$勞氏(LOW.US)$ $TJX公司(TJX.US)$ $ViacomCBS Inc(VIAC.US)$
$Organon & Co(OGN.US)$ $思泰瑞醫療(STE.US)$ $美國超微公司(AMD.US)$