周四开盘后持续深跌,在接近52周新低位置第一次加仓。
Lululemon今天财报, 盈利$136 million, 99 cents 每股,相比上季度$117 million, 85 cents 每股显著增长,但guidance却低于预期,盘后大跌17%+。
展望今年销售及盈利数据,预计17Q4-18Q1季报能重回$70以上。
根据多年来持续关注LULU的财报,特别是其从TSX退市只在NASDAQ交易之后,基本上Q4必beat的定律还从未打破。
----------------------------------------------------------------------------
阿斯顿飞 写道: |
|
请问为何仍看好LULU?感觉增长期要过了。
|
因为从公司的财报数据客观来看,感觉等的主观感受都变得毫无意义了。
LULU上一季度的收入从21亿增加14%到23亿;
毛利增加20%到12亿,这个很了不起;
毛利率从48.4%增加到51.2%,这部分比苹果还高,远远超过一般的服装零售平均水平。
目前LULU手上有7亿3千9百万现金,而且没有长期负债,并且每年产生3亿8千5百万的operating cash flow,这么牛X的数据真的不能不看好啊。
----------------------------------------------------------------------------
Zacks Research给予LULU短期目标价$66.047,评级为2.12 (1为强烈买入,5为强烈卖出)。
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.