華納音樂股票討論區

Pre-Market Stock Movers
Gapping up
$Warby Parker(WRBY.US)$ jumped about 4% after Evercore ISI upgraded the eyeglass retailer to an outperform rating, saying that shares could rally more than 50% as the company's margins and revenue growth reaccelerate.
$POINT Biopharma(PNT.US)$ shares popped 85% after $禮來(LLY.US)$ announced it would buy the cancer therapy maker for $12.50 in cash, or roughly $1.4 billion.
$惠普(HPQ.US)$ shares ad...

Pre-Market Stock Movers
Gapping up
$通用汽車(GM.US)$ +1%
(Shares of General Motors rose more than 1% after the automaker raised its full-year guidance and reported second-quarter results that rose on a year-over-year basis.)
$3M(MMM.US)$ +2.65%
(Shares of the chemical manufacturer rose about 2% in premarket trading following the company’s latest earnings report. 3M posted $7.99 billion in revenue, beating analysts’...

$華納音樂(WMG.US)$5年來營收除2020年下滑0.3%以外增長4年，5年平均增速爲10.6%，其中2023年增長11.7%，營業利潤在2020年虧損1年，5年來波動中增長，平均增速爲26.3%，其中2023年增長17.2%，淨利潤2020年虧損4.7億，5年來波動中增長，平均增速爲30%，其中2023年增長81%。2022年利息費用佔營業利潤的17.5%，利息費用較高。
2023Q1營收增長1.7%，營業利潤下滑0.6%，淨利潤受其它收入項影響大幅下滑60%。
5年來資產負債率從106%下降到97.9%，2023Q1進一步下降到96.7%。應收賬款和存貨的比例和增速都比較正常。商譽19.2億，淨資產僅有1.7億。長期借款近5年來持續增長，已經增長到了40億，這和淨利潤持續增長的數據有衝突。
市盈率25.4，市盈率TTM已經增加到32.4，儘管和利潤增速比不算貴，但考慮到長期借款持續增長的數據，目前吸引力不大。

Gapping up
$美國超微公司(AMD.US)$ +3%（Advanced Micro Devices was upgraded by Barclays to overweight from equal weight, which said it sees potential upside from direct-current and generative artificial intelligence.）
$Wayfair(W.US)$+12%（Wayfair was double upgraded to overweight from underweight by JPMorgan. The Wall Street firm cited improving market share trends and a better grasp on spending from management.）
$賽富時(CRM.US)$+5%（Activi...

$華納音樂(WMG.US)$ 代碼：WMG  華納音樂
買入點位：35附近，或者35下方
止賺：36附近
止損：33附近
推薦理由：每一次搞點承壓過後都有一個波段反升機會，並且在指數下跌過程中依然是形成一些上升通道中，抓住強者恒強的噱頭，博弈一波反彈的機會。
有什麼問題可以一起交流探討！

Gapping up
$Aerojet Rocketdyne(AJRD.US)$ +2% (Aerojet Rocketdyne agreed to be bought by rival defense contractor $L3Harris Technologies(LHX.US)$ for $4.7 billion, or $58 per share in cash)
$特斯拉(TSLA.US)$ +3.4% (CEO Elon Musk ran a Twitter poll on whether he should remain as Twitter's chief executive, and that he would abide by the results. Some major Tesla shareholders have expressed concern over Musk trying to run both companies,...

Moderna Upgraded to Buy From Hold at Jefferies
Jefferies analyst Michael Yee upgraded $Moderna(MRNA.US)$ to Buy from Hold with a price target of $275, up from $170. The shares can rebound in 2023 given the company's pipeline opportunities, Yee tells investors in a research note. He believes Moderna is the "new shiny thing" in personalized cancer vaccine following the recent positive Phase 2 data.
Atlantic Upgrades Warner Music on 'Solid...

It will be a short week of trading, with markets closed on Thursday for Thanksgiving and then closing early on Black Friday as the holiday shopping rush begins.
Earnings season is winding down but there will still be some notable reports next week, including $Zoom視頻通訊(ZM.US)$ and $戴爾科技(DELL.US)$ on Monday; $百思買(BBY.US)$, $迪克體育用品(DKS.US)$, $諾德斯特龍(JWN.US)$, and ...

$騰訊控股(00700.HK)$ , $網易-S(09999.HK)$ and $嗶哩嗶哩-W(09626.HK)$are the first choices in the industry. According to $摩根大通(JPM.US)$ , among Asian companies unrelated to the Internet, $聲網(API.US)$ , $中國移動(00941.HK)$ , $索尼(SONY.US)$  and other companies have entered the list of potential beneficiaries of the metauniverse.
Analysts said that there are two main ways for enterprises to make money through the development...