Tarak Mehta's appointment, a seasoned executive, is seen as a commitment to advancing Timken's industrial diversification strategy. His customer-centric innovation and growth strategies are expected to boost Timken's global leadership.
High levels of insider ownership at Timken are seen as a positive sign, indicating management's incentives align with shareholders. However, insiders selling shares over the past year, particularly below the current price, is viewed negatively.
Timken's future earnings growth and robust outlook have not yet been fully factored into the share price, indicating a buying opportunity. However, consider other factors like financial health before investing.
The low P/E ratio is due to investor scepticism about future earnings. The future growth is estimated at 5.9%, which is lower than the market's forecasted expansion of 10%, causing concern among shareholders.
Minor concern arises from insiders selling Timken shares around current price. The absence of insider purchases last year raises doubts on company's outlook, despite it being profitable with growing profits and significant insider ownership.
Timken's financials remain solid even after share price dip with a favorable ROE and profitable usage of retained earnings. Future forecasts suggest possible stock value growth due to expected earnings acceleration.
Timken has shown a continued capacity to reinvest at respectable rates of return. While these returns may not appear thrilling over short periods, they can lead to strong share price returns over time.
鐵姆肯股票討論區
I’ve installed 100’s of Timken wheel bearings. They’ve never let me down.
📊⚡️📊
新增數據:23Q4,營收略有增長,營業利潤受費佔比大幅提升影響萎縮6.6%,淨利潤受其他非經營費用影響萎縮38%。
2023年營收增長6.1%,營業利潤增長7.9%,淨利潤受利息費用提升和其它費用影響萎縮2.2%。
2023年商譽從18.6億提高到24億,應該是進行了中等規模收購,短期借款從0.49億增加到6.1億。現金流經營淨額低於投資淨額。
目前市盈率16,5年淨利潤平均增速降到了5.9%,估值已經超出了合理區間,可以暫時退出。
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