Gentherm股票討論區

$Gentherm(THRM.US)$5年中營收、營業利潤在前四年都是總體萎縮，2021年營收、營業利潤和淨利潤分別暴漲14.6%，25.1%和56.5%。通常暴漲後我們要關注持續性。2022前兩季度營收下滑4.7%，營業利潤下滑70%，淨利潤下滑67%，今年利潤增長看起來很難實現。
目前19.3倍市盈率，33倍市盈率TTM沒有吸引力。

The rally in electric vehicle stocks is accelerating as the COP26 climate summit in Scotland focuses attention back on the release of carbon into the atmosphere. The optimistic mood also follows $特斯拉(TSLA.US)$ securing more lithium product supply and opening up its Supercharger network to other EVs in a pilot program in the Netherlands. Strong EV sales in China reported for October is also boosting sentiment.
Within the sector, $Hyzon Motors(HYZN.US)$ stands out. HYZN is catching attention for unveiling its first zero-emission, fuel cell electric commercial coach in Brisbane, Australia last week. The 50-passenger coach has a range of up to 430 miles and motor power of 350 kilowatts. It is reported to be the first in a ten-coach order to be supplied into Australia.
EV stocks that have broken even higher from their earlier gains include $Volta(VLTA.US)$ , $Fisker(FSR.US)$ , $Blue Bird(BLBD.US)$ , $Electrameccanica Vehicles(SOLO.US)$ , $AYRO Inc(AYRO.US)$ , $Arrival(ARVL.US)$ , $康迪車業(KNDI.US)$ and $Luminar Technologies(LAZR.US)$ .
All those high hopes for EV sales also have some auto supplier stocks on the move, including $固特異輪胎橡膠(GT.US)$ , $Gentherm(THRM.US)$ and $Adient(ADNT.US)$ .