FINWIRES · TerminalLIVE
FINWIRES

研究快訊:CFRA維持博德瑞金融解決方案公司股票的買入評等。

By

-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們給出的12個月目標價為185美元(下調60美元),相當於我們2027財年(截至6月)每股收益預期值的18.1倍,而BR過去三年的平均預期市盈率為24.9倍,同業平均市盈率為16.2倍。我們的目標本益比介於歷史平均和同業平均之間,因為我們權衡了該公司穩固的業務基礎與因成交量預期下調而導致的未來收入轉換率不確定性增加之間的關係。我們維持對BR公司2026財年每股收益9.55美元及2027財年每股收益10.24美元的預期。我們認為BR公司擁有強勁的營運基本面,經常性收入佔比超過90%,市場地位穩固,但短期內面臨銷售週期延長(已完成銷售預期下調13%-17%)以及2.44億美元數位資產收益帶來的顯著盈利波動等不利因素,這些波動掩蓋了公司的實際業績。公司在代幣化、人工智慧和數位化領域的策略性投資使其具備長期成長的良好基礎,但複雜平台交易的執行風險以及營運資本管理(應收帳款增加2.54億美元)仍需密切關注。

Related Articles

US Markets

GameStop Proposes to Acquire eBay in $55.5 Billion Deal

EBay (EBAY) shares rose early Monday after video game retailer GameStop (GME) proposed to acquire the e-commerce company in a cash-and-stock deal worth about $55.5 billion.GameStop, which currently has a 5% stake in eBay, has offered to purchase the company for $125 a share, it said in a Sunday statement. The nonbinding proposal, which is structured as an equal mix of cash and stock, represents a premium of 46% to eBay's closing share price as of Feb. 4, the day GameStop started building up its position in the company.Ebay's stock climbed 8.9% in the most recent premarket activity, while GameStop declined 2.9%.GameStop plans to fund the cash portion of the potential transaction through a combination of cash and liquid investments on its balance sheet, amounting to about $9.4 billion at the end of January, as well as up to $20 billion in potential financing from TD Securities.In a Sunday letter to eBay Chairman Paul Pressler, GameStop Chief Executive Ryan Cohen said the video game retailer aims to eliminate $2 billion of the e-commerce company's annualized costs within a year of the potential deal's completion, including $1.2 billion in sales and marketing. The cost reductions are expected to increase eBay's per-share earnings from continuing operations to $7.79 from $4.26 in the first year, according to Cohen.Cohen, who also owns roughly 9% of GameStop, proposed to serve as CEO of the combined company. "I will receive no salary, no cash bonuses, and no golden parachute - I will be compensated solely based on the performance of the combined company," he said in the letter.In an interview with The Wall Street Journal, Cohen said he's prepared to pursue a proxy fight and present the proposal directly to shareholders if eBay isn't receptive.Ebay didn't immediately respond to a request for comment by.Last week, eBay reported first-quarter adjusted EPS from continuing operations of $1.66, up from $1.37 year earlier. Revenue advanced 19% to $3.09 billion. At the time, the company said it expects adjusted EPS from continuing operations to come in between $1.46 and $1.51 and revenue to be in a range of $2.97 billion to $3.03 billion in the second quarter. The current consensus on FactSet is for non-GAAP EPS of $1.51 and sales of $3.01 billion.

$EBAY$GME
Research

Wedbush Upgrades Trade Desk to Neutral From Underperform, Keeps $23 Price Target

Trade Desk (TTD) has an average rating of overweight and mean price target of $30.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$TTD
Asia

Ev Dynamics Secures HK$2 Million to Settle Legal Obligation

Ev Dynamics (HKG:0476) will issue an additional 3.8 million shares to retail investor Ho Siu Kei, raising HK$1.98 million in net proceeds, according to a Monday Hong Kong bourse filing.The shares will be issued at HK$0.52 each and will account for roughly 1.18% of the electric vehicle service provider's enlarged share capital.Proceeds from the subscription will be used primarily to settle a court-ordered payment of 1.59 million yuan, plus accrued interest, owed by its Guangxi Weiri unit to the People's Court of Qingxiu District in Nanning. The remaining funds will go toward working capital.The company previously raised about HK$1.9 million in April through a separate share issuance to the same subscriber.

$HKG:0476