The stock's high beta suggests potential future price volatility. Given the negative growth outlook and current overvaluation, it may not be the best time to invest in TMHC. A future price fall could present a buying opportunity.
Upgrades •$阿卡迪亞(ACAD.US)$: Jefferies Upgrades to Buy from Hold - PT $25 (from $22) •$亞瑟加拉格爾(AJG.US)$: RBC Capital Upgrades to Outperform from Sector Perform - PT $185 (from $182) •$Apple Hospitality REIT(APLE.US)$: B.Riley Upgrades to Buy from Neutral - PT $19 •$汽車地帶(AZO.US)$: Morgan Stanley Upgrades to Overweight from Equalweight - PT $2,420 (from $2,125) •$波音(BA.US)$: Citigroup Upgr...
Taylor Morrison Home股票討論區
2023前兩季度營收增長0.7%,營業利潤下滑9%,淨利潤下滑9.6%。
5年來資產負債率從54%下降到45%,2023Q2進一步下降到41.8%。
2022年存貨達到53.71億,佔當年營收的65%,基本是板塊平均水平。
商譽6.63億,佔50.95億淨資產的13%,長期借款23.94億,佔淨資產的47%,槓桿率在板塊內屬於偏高的。
5年來現金流經營淨額大幅超過投資淨額,股東盈餘很多。
目前市盈率5.3,市盈率TTM微升到5.32,考慮到板塊週期,僅可謹慎選擇(⭐️)
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