TEGNA's Q4 results fell short of Wall Street's expectations on both revenue and EPS. Despite lower than expected subscription revenue, the company is restructuring its capital allocation and anticipates improved cash profitability.
TEGNA's acquisition of Octillion Media is a strategic move to boost its Premion business. The move is expected to spur product innovation, operational efficiencies, and growth. Octillion's technology will enhance Premion's ability to meet changing customer needs and add value for clients.
$布林克國際(EAT.US)$Brinker International (EAT) — Brinker said its profit margins have been dented by higher labor and commodities costs. The parent of Chili’s and other restaurant chains said the surge in the Covid delta variant exacerbated those issues. Brinker tumbled 13.7% in premarket trading. $WD-40(WDFC.US)$WD-40 (WDFC) — WD-40 shares slumped 11% in the premarket after the lubricant maker reported a lower-than-expected profit and revenue for its latest quarter. CEO Garry Ridge said the pandemic had created abnormal swings in the company’s sales results. $TEGNA(TGNA.US)$Tegna (TGNA) — Tegna gained 1.2% in premarket trading following a Bloomberg report that media mogul Byron Allen has received additional backing for his $23 per share offer for the TV broadcasting company.
$TEGNA(TGNA.US)$Cadent Announces Expansion of TV Identity Graph Partnership with Premion Cadent, the advanced TV platform company, announced today an expansion of its long-standing agreement with Premion, an industry-leading premi
TEGNA股票討論區
新增數據:23Q4,營收、營業利潤和淨利潤繼續萎縮。
2023年營收萎縮11.2%,營業利潤受毛利率下滑以及管理費用增加影響萎縮39.3%,淨利潤受其它收入影響萎縮24.5%。利息費用佔營業利潤的24%,負擔較重。
資產負債率從57.9%提高到61.1%,但是總資產下滑,淨資產減少了11.8%。資產端全面下滑,現金和應收款項都有減少。商譽及其他無形資產53.11億是27.24億淨資產的1.9倍,長期借款30.73億。
現金流經營淨額大幅高於投資淨額,股東盈餘比例很高。
目前市盈率6.2,股息率3%,雖然近期萎縮比較嚴重,估值也確實不算高,暫不做調整。
新增數據:2023Q2,Q3,營收營業利潤連續三個月下滑,淨利潤不計特殊收入的話也連續3個月下滑。
2023前3季度營收萎縮7.5%,營業利潤萎縮31%,淨利潤萎縮2.9%。
資產負債率微升到58.6%,現金變化不大,應收款項有所下降。
目前市盈率5.5,股息率2.6%,屬於估值不高的夕陽產業,暫時沒有變動持倉的必要。
$Zoom視頻通訊(ZM.US)$ $TEGNA(TGNA.US)$ $Nordic American Tankers(NAT.US)$ $ContraFect(CFRX.US)$ $Reata Pharmaceuticals(RETA.US)$ $ObsEva SA(OBSV.US)$ $Lucira Health(LHDX.US)$
oh my
營收2017年下滑43%,之後連續成長了4年,但是仍然低於之前的高點。營業利潤在2017年下滑45%之後波動上升至8億,近4年增長率9.8%;淨利潤在2017年下滑55.9%之後波動上升至4.78億,近4年增長率22%.
2022Q1營收、營業利潤和淨利潤分別增長6.5%,7.5%,19%。
利潤表顯示,利息費用佔營業利潤的23%,略高。公司的其它盈虧部分佔比較小,淨利潤相對好預測一些。近5年的淨資產收益率基本在20%左右,還算不錯。
5年來資產負債率持續下降,從80%下降到了61.55%。應收帳款6.55億佔營收的22%,還有一定的預付費用,說明公司市場地位不是很強。沒有庫存問題。
商譽及其他無形資產54.08億,佔資產的79%,是26.35億淨資產的2倍。這點是這個行業的特點。
近5年經營淨額基本抵消投資淨額,現金流基本持平。流動比率和速動比率也很健康。
綜合起來看,近幾年營收帶動利潤增長,淨利潤增速20%左右,目前9.8倍市盈率可以謹慎選擇(⭐️)
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$WD-40(WDFC.US)$ WD-40 (WDFC) — WD-40 shares slumped 11% in the premarket after the lubricant maker reported a lower-than-expected profit and revenue for its latest quarter. CEO Garry Ridge said the pandemic had created abnormal swings in the company’s sales results.
$TEGNA(TGNA.US)$ Tegna (TGNA) — Tegna gained 1.2% in premarket trading following a Bloomberg report that media mogul Byron Allen has received additional backing for his $23 per share offer for the TV broadcasting company.
Cadent, the advanced TV platform company, announced today an expansion of its long-standing agreement with Premion, an industry-leading premi
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