周四開盤後持續深跌,在接近52周新低位置第一次加倉。
Lululemon今天財報, 盈利$136 million, 99 cents 每股,相比上季度$117 million, 85 cents 每股顯著增長,但guidance卻低於預期,盤後大跌17%+。
展望今年銷售及盈利數據,預計17Q4-18Q1季報能重回$70以上。
根據多年來持續關注LULU的財報,特別是其從TSX退市只在NASDAQ交易之後,基本上Q4必beat的定律還從未打破。
----------------------------------------------------------------------------
阿斯頓飛 寫道: |
請問為何仍看好LULU?感覺增長期要過了。
|
因為從公司的財報數據客觀來看,感覺等的主觀感受都變得毫無意義了。
LULU上一季度的收入從21億增加14%到23億;
毛利增加20%到12億,這個很了不起;
毛利率從48.4%增加到51.2%,這部分比蘋果還高,遠遠超過一般的服裝零售平均水平。
目前LULU手上有7億3千9百萬現金,而且沒有長期負債,並且每年產生3億8千5百萬的operating cash flow,這麼牛X的數據真的不能不看好啊。
----------------------------------------------------------------------------
Zacks Research給予LULU短期目標價$66.047,評級為2.12 (1為強烈買入,5為強烈賣出)。
Sell-side equity research analysts have handed shares of lululemon athletica inc. (NASDAQ:LULU) a short term price target of $66.047. Based on the 21 firms providing predictions, this is the mean, or consensus number according to Zacks Research. Investment analysts will project a certain price level that they anticipate the stock price reaching. Analysts may have different opinions on where a stock is headed. They may use different techniques to project a future price level.
(NASDAQ:LULU) are presently listed with an ABR of 2.12. This number is using a recommendation scale where the ratings range from a 1 to a 5. Following this scale, a 1 would signify a Strong Buy while a 5 would represent a Strong Sell.