The company anticipates value unlock and growth potential post-split. Divestiture may decrease TC Energy's Mexico exposure and could include U.S. asset sales details of which remain undisclosed due to sensitive discussions.
Core Points: Domestic refining activity is improving as demand for diesel increases and inventory levels remain low. The global product supply outlook includes new hydrotreating units at Kuwait's al-Zour refinery and an expected increase in China's oil product export quotas. There are positive developments in the natural gas market, with a potential increase in production in late...
Gainers: •$Cowen(COWN.US)$+14.4% ($多倫多道明銀行(TD.US)$is considering possible bid for COWN, according to Bloomberg) •$戴納基(DYN.US)$+11.1% (FDA lifts clinical hold, clears IND application to initiate clinical trial of DYNE-251) •$金融壹賬通(OCFT.US)$+10.8% (successfully lists on the Main Board of the Stock Exchange of Hong Kong) •$Ring Energy(REI.US)$+6.4% (acquires Stronghold's ...
TC Energy股票討論區
業績超級好
5年來營收小幅波動中略有增長,平均增速2.2%,營業利潤則持續慢速增長5年,平均增速6%,淨利潤受資本性資產減值和勾銷影響在近兩年大幅萎縮。2022年利息費用佔營業利潤的34%,利息負擔很重。淨資產收益率2.1%非常低的水平。
2023前3個季度營收增長7%,營業利潤增長13.9%,淨利潤受利息增長以及大幅勾銷影響萎縮34%。
5年來資產負債率從68.7%下降到66.6%以後又回升到70.2%。 應收達到37.79億,是當年營收的25%,比例偏高,存貨的比例和增速還算正常,商譽128.43億,佔341.16億淨資產的38%,長期借款501.4億,是淨資產的1.5倍,槓桿率極高。股本一直在增加。
5年來現金流經營淨額低於投資淨額,沒有產生股東盈餘。
目前市盈率81.44,市盈率TTM虧損狀態,股息率7%,5年平均淨利31億,對應市盈率爲12.6,按週期股來看估值不算低,暫時吸引力不大。
Daily alerts recap 🔥
專欄North America Midstream and Refining Preview | Diesel economics strengthening and improvement innatural gas sentiment
Domestic refining activity is improving as demand for diesel increases and inventory levels remain low.
The global product supply outlook includes new hydrotreating units at Kuwait's al-Zour refinery and an expected increase in China's oil product export quotas.
There are positive developments in the natural gas market, with a potential increase in production in late...
專欄Today's pre-market stock movers: OXY, TSLA, PHG, DWAC and more
• $Cowen(COWN.US)$ +14.4% ($多倫多道明銀行(TD.US)$ is considering possible bid for COWN, according to Bloomberg)
• $戴納基(DYN.US)$ +11.1% (FDA lifts clinical hold, clears IND application to initiate clinical trial of DYNE-251)
• $金融壹賬通(OCFT.US)$ +10.8% (successfully lists on the Main Board of the Stock Exchange of Hong Kong)
• $Ring Energy(REI.US)$ +6.4% (acquires Stronghold's ...
專欄Top upgrades and downgrades on 4/11
• $ChampionX(CHX.US)$: Piper Sandler Upgrades to Overweight From Neutral - PT $30 (from $28)
• $CatchMark Timber Trust Inc(CTT.US)$: Baird Upgrades to Outperform from Neutral - PT $10 (from $9)
• $EPAM Systems(EPAM.US)$: Wolfe Research Upgrades to Outperform from Peerperform - PT $390 (from $550)
• $Essent(ESNT.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $47 (from $54)
• $捷藍航空(JBLU.US)$: MKM Partners Upgrades to Neutral from Sell...
專欄Top upgrades and downgrades on 2/16
Wednesday February 15, 2022
$拼多多(PDD.US)$$藝康集團(ECL.US)$$梅西百貨(M.US)$$TC Energy(TRP.US)$$麥斯莫醫療(MASI.US)$$Wix.com(WIX.US)$$Arco Platform(ARCE.US)$
$西方石油(OXY.US)$4/17罷工13看漲期權
$Enphase Energy(ENPH.US)$4/17罷工36個電話
$Energy Transfer(ET.US)$4/17罷工6個電話
$Cabot Oil & Gas Corp(COG.US)$4/17罷工18個電話
$Teladoc Health(TDOC.US)$
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