Oil prices have rallied in recent months as crucial oil producers Saudi Arabia and Russia press ahead with production cuts to maintain price stability. Crude oil has surged 30% since its late-June low. As of press time, Brent crude futures were at $94.75 a barrel at 0055 GMT, and US West Texas Intermediate crude futures were trading at $91.36 according to data from Trading Economics. Supply Shortages and High Demand...
$濱特爾(PNR.US)$initiated at buy by Deutsche Bank, announced target price at $75.00. $Roku Inc(ROKU.US)$initiated at neutral by Piper Sandler, announced targe price at $65.00. $FREYR Battery(FREY.US)$was upgraded by Morgan Stanley from equal-weight to overweight, increased target price to $13.00. $美光科技(MU.US)$was upgraded by Piper Sandler from underweight to neutral, increased target price from $45.00 to $70.00. $輝瑞(PFE.US)$was downg...
泰納瑞斯鋼鐵股票討論區
新增數據:23Q4,營收營業利潤均有萎縮,淨利潤受出售證券收益影響大幅增長。
2023年營收增長26.4%,營業利潤增長40.5%,歸普淨利增長53.5%,淨資產收益率提升到25.5%。
資產負債率從20%微降到19.2%,總資產和淨資產都有較大幅度提升。
目前市盈率5.7,5年平均淨利提升到15.4億對應市盈率14.2,股息率3%,雖然可能已經達到週期高點,仍可謹慎選擇(⭐️)
BRING EM ALL WITH YOU
$Steel Dynamics(STLD.US)$
$美國鋼鐵(X.US)$
$特爾尼翁鋼鐵(TX.US)$
$蓋爾道鋼鐵(GGB.US)$
$巴西國民鋼鐵公司(SID.US)$
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$泰納瑞斯鋼鐵(TS.US)$
$Ryerson(RYI.US)$
$紐柯鋼鐵(NUE.US)$
專欄JPMorgan Predicts an Energy Supercycle, Anticipates Oil Prices to Rise Above $100
As of press time, Brent crude futures were at $94.75 a barrel at 0055 GMT, and US West Texas Intermediate crude futures were trading at $91.36 according to data from Trading Economics.
Supply Shortages and High Demand...
專欄US Top Gap Ups and Downs on 8/31: CRM, UBS, SHOP and More
Gap Ups
1. $Ciena(CIEN.US)$ - up 9.1%
2.$Okta(OKTA.US)$ - up 6.0%
3. $UGI公用事業(UGI.US)$ - up 5.5%
4. $Shopify(SHOP.US)$ - up 5.4%
5. $瑞銀(UBS.US)$ - up 3.8%
6. $賽富時(CRM.US)$ - up 2.6%
7. $貝殼(BEKE.US)$ - up 2.5%
8. $CrowdStrike(CRWD.US)$ - up 2.3%
9. $名創優品(MNSO.US)$ - up...
專欄US Top Gap Ups and Downs on 7/20: NFLX, TSLA, INFY, ZION and More
Gap Ups
1. $齊昂銀行(ZION.US)$ - up 4.0%
2. $宜居生活資產信托(ELS.US)$ - up 3.6%
3. $諾和諾德(NVO.US)$ - up 1.7%
4. $麥克莫蘭銅金(FCX.US)$ - up 1.4%
5. $法國電信公司(ORAN.US)$ - up 0.9%
6. $賽諾菲安萬特(SNY.US)$ - up 0.9%
7. $Catalent(CTLT.US)$ - up 0.9%
8. $泰納瑞斯鋼鐵(TS.US)$ - up 0.9...
專欄US Top Gap Ups and Downs on 6/29: WFC, MTB, WPP, ORAN and More
Gap Ups
1. $Stellantis NV(STLA.US)$ - up 2.7%
2. $愛立信(ERIC.US)$ - up 2.4%
3. $三菱日聯金融(MUFG.US)$ - up 2.1%
4. $泰納瑞斯鋼鐵(TS.US)$ - up 1.9%
5. $嘉信理財(SCHW.US)$ - up 1.2%
6. $美國制商銀行(MTB.US)$ - up 1.1%
7. $富國銀行(WFC.US)$ - up 1.0%
8. $法國電信公司(ORAN.US)$ - up 1.0...
專欄US Top Rating Updates on 6/29: FREY, MU, PFE, DIS and More
$Roku Inc(ROKU.US)$ initiated at neutral by Piper Sandler, announced targe price at $65.00.
$FREYR Battery(FREY.US)$ was upgraded by Morgan Stanley from equal-weight to overweight, increased target price to $13.00.
$美光科技(MU.US)$ was upgraded by Piper Sandler from underweight to neutral, increased target price from $45.00 to $70.00.
$輝瑞(PFE.US)$ was downg...
專欄US Top Gap Ups and Downs on 3/8: XP, SNAP, ETSY, LI and More
Gap Ups
1. $XP Inc(XP.US)$ - up 2.0%
2. $Cosan(CSAN.US)$ - up 1.1%
3. $Sabesp(SBS.US)$ - up 1.1%
4. $以色列化學(ICL.US)$ - up 0.8%
5. $Lantheus(LNTH.US)$ - up 0.5%
Gap Downs
1. $Snap Inc(SNAP.US)$ - down 1.7%
2. $Etsy Inc(ETSY.US)$ - down 1.3%
3. $理想汽車(LI.US)$ - down 1.2%
4. $Pinterest(PINS.US)$ - down 1....
2022前三季度營收增長82%,營業利潤增長3.5倍,淨利潤增長1.4倍達到17.5億。
利潤表顯示大部分時間利息收入都高於利息費用,沒有利息負擔。
5年來資產負債率從19.6%下降到16.2%,2022Q3又升到21%,
2021年存貨增加了10億達到27億,佔營收的40%,增長部分和淨利潤相當,2022年存貨進一步增加10億到37億,同期營收81.4億,淨利潤17.5億。
近幾個季度資產負債率提升主要是短期借款猛增到8.3億,不過槓桿率並不高。
5年來現金流經營淨額累計高於投資淨額,有一定股東盈餘。
目前市盈率19,市盈率TTM已經降到了9.8,如果全年淨利達到23.3億,市盈率將下降到8.9,但是如果按平均淨利5.1億計算,市盈率將達到41,短期有價值,長期價值存疑,可以少量建些觀察倉位(⭐️)
專欄US Top Gap Ups and Downs on 11/28: PDD, SHOP, XOM, NXPI and More
Gap Ups
1. $拼多多(PDD.US)$ - up 10.35%
2. $百威英博(BUD.US)$ - up 2.25%
3. $Shopify(SHOP.US)$ - up 1.42%
4. $Sarepta Therapeutics(SRPT.US)$ - up 1.16%
5. $攜程網(TCOM.US)$ - up 1.11%
6. $諾和諾德(NVO.US)$ - up 0.37%
Gap Downs
1. $山脈資源(RRC.US)$ - d...
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