SHANGHAI ELECTRICに関するコメント

Shanghai Electric Group's ROCE trend is concerning, with returns dwindling over the past five years. Increased capital employment without sales improvement suggests long-term investments. However, high current liabilities to total assets ratio introduces risk. The stock's 43% drop in the last five years indicates investor skepticism. Overall, the trends do not inspire confidence in the company's high return potential.

Despite Shanghai Electric Group's weaker revenue outlook, its P/S ratio isn't as negatively impacted. However, limited growth expectations could weigh down shares, posing a risk to shareholders and potential investors.

Shanghai Electric Group's reinvestment in business is not building investor confidence given dwindling returns and stock value decline. High current liabilities, 59% of total assets, add to the business risk.

Recently, with the institutional stock exchange at the end of the year and the acceleration of the layout next year, the rotation of the market style has accelerated, the new energy sector has fluctuated at a high level, and a number of related stocks have been sold off by institutions, with obvious signs of profit-taking of funds.
Looking to the future, where will the technology sector go? How will the new energy sector perform? In this rega...