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AhOng
AhOng
·
2021-12-09
Good
生物药CDMO龙头药明生物2021年中期业绩宣讲
@伊洛：
药明生物（股票代码：2269.HK）目前市值4791亿港币，超过最近表现惨淡的恒瑞医药、迈瑞医疗，是中国医药板块市值第一大企业。兄弟公司药明康德目前市值4175亿港币，位列第二，略超迈瑞医疗。 要知道2015年药明康德系全板块业务从美股退市时不过200亿左右人民币市值。
生物药CDMO龙头药明生物2021年中期业绩宣讲
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AhOng
AhOng
·
2021-11-17
这是
巴菲特唯一加仓！他看到了什么？
在大量的减持和“按兵不动”中，巴老仅对一家公司进行了增持。
巴菲特唯一加仓！他看到了什么？
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AhOng
AhOng
·
2021-11-15
Keep n Read
非常抱歉，此主贴已删除
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AhOng
AhOng
·
2021-11-06
Read
31 stocks have hit a trifecta so far this earnings season
These companies have increased sales, improved profit margins and built enough enthusiasm for analys
31 stocks have hit a trifecta so far this earnings season
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AhOng
AhOng
·
2021-10-30
Good sum
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AhOng
AhOng
·
2021-10-28
Nooo
中国平安总资产首破10万亿，净利润却降21%，什么原因？
10月27日，中国平安发布保险业首份三季报。三季报同时显示，截至2021年9月末，平安集团总资产达到10.08万亿元，同比增加5.8%，首破十万亿大关。其中，平安寿险及健康险业务实现归母营运利润727.01亿元，同比下降2.76%。至三季度末，平安个人寿险销售代理人数量70.62万人，较去年底降幅达31%。
中国平安总资产首破10万亿，净利润却降21%，什么原因？
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AhOng
AhOng
·
2021-10-19
Track
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AhOng
AhOng
·
2021-10-18
这篇文章不错，转发给大家看看
全球铜库存“低得危险了”
10月15日周五，伦敦金属交易所（LME）铜库存创下1974年以来的最低水平，全球供应紧张局面急剧升级，导致期铜价差飙升，推动铜价创下2016年以来的最大周涨幅（9%），并回升至每吨10000美元以上
全球铜库存“低得危险了”
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AhOng
AhOng
·
2021-10-18
Take aim
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AhOng
AhOng
·
2021-10-15
Not good
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要知道2015年药明康德系全板块业务从美股退市时不过200亿左右人民币市值。","images":[{"img":"https://static.tigerbbs.com/34e364c9037f4f5b9dc22ad3ee8cfd63"},{"img":"https://static.tigerbbs.com/1c0737c3925d4256b4c79719c64d9eb9"},{"img":"https://static.tigerbbs.com/5d587c77e94843cd8aee8fdea464fa8f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834370796","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":84,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878134206,"gmtCreate":1637158694153,"gmtModify":1637158694230,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"这是","listText":"这是","text":"这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878134206","repostId":"1107145000","repostType":2,"repost":{"id":"1107145000","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1637147201,"share":"https://www.laohu8.com/m/news/1107145000?lang=&edition=full","pubTime":"2021-11-17 19:06","market":"us","language":"zh","title":"巴菲特唯一加仓！他看到了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107145000","media":"华尔街见闻","summary":"在大量的减持和“按兵不动”中，巴老仅对一家公司进行了增持。","content":"<p>此前公布的巴菲特三季度上市公司持仓报告显示，三季度巴老还是在净卖出股票——19亿美元，加上一季度净卖出的39亿和二季度的11亿，今年以来巴老已经合计“减持”约70亿美元。估计未来公布四季度报告，2021年整年的减持量还会更高。</p>\n<p>美东时间11月15日，巴菲特的三季度持仓报告<b>进一步公布了“细节”，结果在大量的减持和“按兵不动”中，巴老仅对一家公司进行了增持</b>。</p>\n<p>巴老这是看到了什么？</p>\n<p><b>01、三季度报告“细节”</b></p>\n<p>图：巴菲特三季度持仓报告的“细节”</p>\n<p><img src=\"https://static.tigerbbs.com/8e537926bdb6d29bb3f5cf543289abb8\" tg-width=\"718\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>从巴老三季度的操作上来看，主要是继续降低仓位：在43只股票持仓中，降低仓位的有7只；新进2只（仓位很小，一共只有5个多亿）；<b>只加仓了1只：<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></b>；其余的“按兵不动”。</p>\n<p>巴老的“工作习惯”是先关注自己手上的东西，看有什么最新的变动，来决定是留、是去还是加；然后才再看外面有什么新的机会。</p>\n<p>从总体降低仓位上来看，巴老实际上在传递对手上持仓部分股票被大幅高估的担忧：降低仓位的，减持幅度普遍都比较大；同时，只发现了一个现有持仓的加仓机会：<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。</p>\n<p><b>02、巴老看到了什么？</b></p>\n<p>在决定加仓之后，加多少实际上由市场状况说得算：如果买一点市场价格很快就上去了，自然买不了太多；但是如果买的时候，价格还有下行压力，反而可以加很多。</p>\n<p>雪佛龙在三季度就提供了这样一个机会：<b>让巴菲特一口气加了近30亿美元的仓</b>。</p>\n<p>这雪佛龙是传统的石油企业，是当年从洛克菲勒石油帝国里拆分出来的“七姐妹”之一。石油作为化石能源，大头需求在汽车和运输行业；在目前电动车狂飙的情况下，巴菲特“逆势”加仓，是不是又犯了像当年购买<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>这家纺织夕阳企业一样的错误？</p>\n<p>巴老把自己的控股企业全部装进<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>，永远保留伯克希尔的名字，在一定程度上也是提醒自己：不要再犯像当年一样的错误。</p>\n<p>但当前的雪佛龙可不是当年的伯克希尔，它提供了非常好的“对冲”计划。</p>\n<p>首先，雪佛龙是美国传统石油企业中对新能源投资非常积极的一个：最近公布将未来8年的新能源投资，增加三倍至100亿美元。这一姿态保证了雪佛龙在未来某一个时点，很可能会乘上时不时会刮起的新能源狂风。</p>\n<p>另外，最重要的是，雪佛龙的现金流非常赞。</p>\n<p>1. 雪佛龙在巴菲特建仓时的股息分红年率，高达6%；这是一个非常有竞争力的现金比例。</p>\n<p>2. 更重要的是，雪佛龙有能力在可预见的未来保持这一比率。（现在美股的分红都有债券化倾向，只要企业不陷入严重亏损，分红都是每个季度一次，就像美债的支付周期一样，而且非常稳定，加大了资金从债券市场持续向权益市场配置的动力）根据雪佛龙的测算（巴老肯定对此进行过验证，否则不会贸然下重手加仓），未来原油价格在60美元的情况下，未来5年将为股东创造250亿美元的“超额现金”回报。</p>\n<p>以上“承诺”有两个亮点：</p>\n<p>1）250亿美元的现金回报，是基于60美元/桶的原油价格。如果在此期间，油价高于60美元，实际现金回报只会更高；</p>\n<p>2）这250亿现金之所以叫做“超额”现金，是因为其并不包括分红现金和100亿美元的投资现金；换言之，在每年进行过6%的分红，并进行完巨额的新能源投资之后，还会剩这么多现金。</p>\n<p>巴菲特加仓雪佛龙时的成本约100美元，市值2000亿美元，五年250亿美元的“超额现金”意味着一年至少50亿，比例2.5%，再加上当时价格6%的分红，年回报8.5%。这还没包括里面暗含的新能源“期权”价格。</p>\n<p>芒格之前明确说过，伯克希尔喜欢现金流强大的公司，不喜欢那些只有账面利润，同时又把帐面利润变成固定资产的公司；而巴菲特持仓“从古至今”也都是这个路数——这也是为什么伯克希尔会“错过”<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，因为它们现金流太差，而现在又把<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>加上了，在很大程度上也是因为亚马逊已经基本完成垄断，进入了可以提供稳定现金流的阶段。</p>\n<p>保险公司么，体量已经这么大了，能够稳定地吃融资成本和投资回报之间的“利差”，就是王道。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特唯一加仓！他看到了什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特唯一加仓！他看到了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-17 19:06 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此前公布的巴菲特三季度上市公司持仓报告显示，三季度巴老还是在净卖出股票——19亿美元，加上一季度净卖出的39亿和二季度的11亿，今年以来巴老已经合计“减持”约70亿美元。估计未来公布四季度报告，2021年整年的减持量还会更高。\n美东时间11月15日，巴菲特的三季度持仓报告进一步公布了“细节”，结果在大量的减持和“按兵不动”中，巴老仅对一家公司进行了增持。\n巴老这是看到了什么？\n01、三季度报告“...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4176":"多领域控股","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4533":"AQR资本管理(全球第二大对冲基金)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107145000","content_text":"此前公布的巴菲特三季度上市公司持仓报告显示，三季度巴老还是在净卖出股票——19亿美元，加上一季度净卖出的39亿和二季度的11亿，今年以来巴老已经合计“减持”约70亿美元。估计未来公布四季度报告，2021年整年的减持量还会更高。\n美东时间11月15日，巴菲特的三季度持仓报告进一步公布了“细节”，结果在大量的减持和“按兵不动”中，巴老仅对一家公司进行了增持。\n巴老这是看到了什么？\n01、三季度报告“细节”\n图：巴菲特三季度持仓报告的“细节”\n\n从巴老三季度的操作上来看，主要是继续降低仓位：在43只股票持仓中，降低仓位的有7只；新进2只（仓位很小，一共只有5个多亿）；只加仓了1只：雪佛龙；其余的“按兵不动”。\n巴老的“工作习惯”是先关注自己手上的东西，看有什么最新的变动，来决定是留、是去还是加；然后才再看外面有什么新的机会。\n从总体降低仓位上来看，巴老实际上在传递对手上持仓部分股票被大幅高估的担忧：降低仓位的，减持幅度普遍都比较大；同时，只发现了一个现有持仓的加仓机会：雪佛龙。\n02、巴老看到了什么？\n在决定加仓之后，加多少实际上由市场状况说得算：如果买一点市场价格很快就上去了，自然买不了太多；但是如果买的时候，价格还有下行压力，反而可以加很多。\n雪佛龙在三季度就提供了这样一个机会：让巴菲特一口气加了近30亿美元的仓。\n这雪佛龙是传统的石油企业，是当年从洛克菲勒石油帝国里拆分出来的“七姐妹”之一。石油作为化石能源，大头需求在汽车和运输行业；在目前电动车狂飙的情况下，巴菲特“逆势”加仓，是不是又犯了像当年购买伯克希尔这家纺织夕阳企业一样的错误？\n巴老把自己的控股企业全部装进伯克希尔，永远保留伯克希尔的名字，在一定程度上也是提醒自己：不要再犯像当年一样的错误。\n但当前的雪佛龙可不是当年的伯克希尔，它提供了非常好的“对冲”计划。\n首先，雪佛龙是美国传统石油企业中对新能源投资非常积极的一个：最近公布将未来8年的新能源投资，增加三倍至100亿美元。这一姿态保证了雪佛龙在未来某一个时点，很可能会乘上时不时会刮起的新能源狂风。\n另外，最重要的是，雪佛龙的现金流非常赞。\n1. 雪佛龙在巴菲特建仓时的股息分红年率，高达6%；这是一个非常有竞争力的现金比例。\n2. 更重要的是，雪佛龙有能力在可预见的未来保持这一比率。（现在美股的分红都有债券化倾向，只要企业不陷入严重亏损，分红都是每个季度一次，就像美债的支付周期一样，而且非常稳定，加大了资金从债券市场持续向权益市场配置的动力）根据雪佛龙的测算（巴老肯定对此进行过验证，否则不会贸然下重手加仓），未来原油价格在60美元的情况下，未来5年将为股东创造250亿美元的“超额现金”回报。\n以上“承诺”有两个亮点：\n1）250亿美元的现金回报，是基于60美元/桶的原油价格。如果在此期间，油价高于60美元，实际现金回报只会更高；\n2）这250亿现金之所以叫做“超额”现金，是因为其并不包括分红现金和100亿美元的投资现金；换言之，在每年进行过6%的分红，并进行完巨额的新能源投资之后，还会剩这么多现金。\n巴菲特加仓雪佛龙时的成本约100美元，市值2000亿美元，五年250亿美元的“超额现金”意味着一年至少50亿，比例2.5%，再加上当时价格6%的分红，年回报8.5%。这还没包括里面暗含的新能源“期权”价格。\n芒格之前明确说过，伯克希尔喜欢现金流强大的公司，不喜欢那些只有账面利润，同时又把帐面利润变成固定资产的公司；而巴菲特持仓“从古至今”也都是这个路数——这也是为什么伯克希尔会“错过”特斯拉和亚马逊，因为它们现金流太差，而现在又把亚马逊加上了，在很大程度上也是因为亚马逊已经基本完成垄断，进入了可以提供稳定现金流的阶段。\n保险公司么，体量已经这么大了，能够稳定地吃融资成本和投资回报之间的“利差”，就是王道。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873815577,"gmtCreate":1636925212857,"gmtModify":1636925212969,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"Keep n Read","listText":"Keep n Read","text":"Keep n Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873815577","repostId":"1197124289","repostType":4,"isVote":1,"tweetType":1,"viewCount":2698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842366742,"gmtCreate":1636137903407,"gmtModify":1636137903750,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842366742","repostId":"1100864311","repostType":2,"repost":{"id":"1100864311","kind":"news","pubTimestamp":1636009812,"share":"https://www.laohu8.com/m/news/1100864311?lang=&edition=full","pubTime":"2021-11-04 15:10","market":"us","language":"en","title":"31 stocks have hit a trifecta so far this earnings season","url":"https://stock-news.laohu8.com/highlight/detail?id=1100864311","media":"MarketWatch","summary":"These companies have increased sales, improved profit margins and built enough enthusiasm for analys","content":"<p>These companies have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly</p>\n<p>Companies including Tesla, AMD and Pool Corp. have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ced41089109377444b92d0b116ecf86\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p>\n<p>Earnings season is in full swing, and there has been no shortage of big news that can drive stock prices up or down. There have also been many successes that can push shares higher over time.</p>\n<p>Zillow Group Inc. provided an example of a big earnings splash on Nov. 2 after the market close. While announcing its quarterly results, the company said it was exiting its Zillow Offers business.</p>\n<p>That was a major change of strategy after the company, whose primary business is listing real estate for sale or rental, began buying and selling homes in 2018. Zillow said it would lay off about 25% of its workforce. The stock was down as much as 19% in morning trading on Nov. 3; it had already fallen 33% in 2021 through Nov. 2.</p>\n<p>Below is a list of companies whose financial results have shown significant improvement from a year earlier.</p>\n<p>The following screen focuses on sales and margins because of the vagaries of companies’ reported earnings, which are often distorted for a quarter or a year by one-time events.</p>\n<ul>\n <li>Through Nov. 2, among the S&P 500,289 companies had reported results for fiscal quarters ended Aug. 14 or later.</li>\n <li>Among those 289, 31 companies met the following qualifications:</li>\n <li>Quarterly sales had risen from the year-earlier quarter.</li>\n <li>Gross and operating margins for the quarter were improved from a year earlier. These measures aren’t used for most financial-services companies, so most were excluded from the screen. For some of the other companies, FactSet cannot calculate gross or operating margins (or both) without the set of GAAP data available later, when the 10-Q reports come out (generally within 45 days of the end of the reported fiscal quarter).</li>\n <li>Consensus sales estimates for calendar 2022 have increased at least 2% from where they were Sept. 30. We have used calendar years for a uniform set of estimates, even though many companies have fiscal years that don’t match the calendar.</li>\n</ul>\n<p>A company’s gross margin is its net revenue minus the cost of goods or services sold. It reflects a company’s pricing power and its direct production costs, including labor and materials. A company’s management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It’s a good sign if the gross margin is expanding as sales increase.</p>\n<p>A company’s operating margin goes further, subtracting more overhead and other expenses that aren’t directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.</p>\n<p>Here are the 31 companies that have hit the trifecta so far this earnings season. There are two tables, sorted by how much quarterly sales increased from a year earlier. The first table includes the screening data and the second table is a summary of opinions among analysts polled by FactSet:</p>\n<table>\n <tbody>\n <tr>\n <td><b>Company</b></td>\n <td><b>Increase in quarterly sales from year earlier</b></td>\n <td><b>Gross margin</b></td>\n <td><b>Gross margin – year-earlier quarter</b></td>\n <td><b>Operating margin</b></td>\n <td><b>Operating margin – year-earlier quarter</b></td>\n <td><b>Increase in calendar 2022 cons. sales estimate since Sept. 30</b></td>\n </tr>\n <tr>\n <td>United Airlines Holdings Inc.</td>\n <td>211.4%</td>\n <td>2.03%</td>\n <td>-106.19%</td>\n <td>7.25%</td>\n <td>-97.23%</td>\n <td>2.8%</td>\n </tr>\n <tr>\n <td>Delta Air Lines Inc.</td>\n <td>199.0%</td>\n <td>11.81%</td>\n <td>-65.38%</td>\n <td>10.02%</td>\n <td>-58.43%</td>\n <td>3.2%</td>\n </tr>\n <tr>\n <td>American Airlines Group Inc.</td>\n <td>182.7%</td>\n <td>11.51%</td>\n <td>-80.65%</td>\n <td>1.82%</td>\n <td>-88.65%</td>\n <td>2.5%</td>\n </tr>\n <tr>\n <td>Diamondback Energy Inc.</td>\n <td>165.3%</td>\n <td>62.98%</td>\n <td>30.00%</td>\n <td>78.80%</td>\n <td>67.08%</td>\n <td>9.6%</td>\n </tr>\n <tr>\n <td>Nucor Corp.</td>\n <td>109.3%</td>\n <td>33.03%</td>\n <td>10.23%</td>\n <td>30.05%</td>\n <td>11.20%</td>\n <td>6.4%</td>\n </tr>\n <tr>\n <td>Phillips 66</td>\n <td>91.4%</td>\n <td>4.36%</td>\n <td>0.26%</td>\n <td>3.90%</td>\n <td>-0.57%</td>\n <td>6.4%</td>\n </tr>\n <tr>\n <td>LyondellBasell Industries N.V.</td>\n <td>87.3%</td>\n <td>20.09%</td>\n <td>12.54%</td>\n <td>20.15%</td>\n <td>13.60%</td>\n <td>6.5%</td>\n </tr>\n <tr>\n <td>Hilton Worldwide Holdings Inc.</td>\n <td>87.0%</td>\n <td>31.80%</td>\n <td>11.38%</td>\n <td>28.16%</td>\n <td>12.45%</td>\n <td>2.0%</td>\n </tr>\n <tr>\n <td>Valero Energy Corp.</td>\n <td>86.7%</td>\n <td>3.02%</td>\n <td>-3.26%</td>\n <td>4.47%</td>\n <td>-0.71%</td>\n <td>5.2%</td>\n </tr>\n <tr>\n <td>Chevron Corp.</td>\n <td>77.6%</td>\n <td>19.14%</td>\n <td>7.43%</td>\n <td>24.38%</td>\n <td>15.26%</td>\n <td>3.5%</td>\n </tr>\n <tr>\n <td>Hess Corp.</td>\n <td>73.1%</td>\n <td>27.12%</td>\n <td>-12.40%</td>\n <td>42.64%</td>\n <td>33.37%</td>\n <td>6.4%</td>\n </tr>\n <tr>\n <td>Celanese Corp.</td>\n <td>60.6%</td>\n <td>31.33%</td>\n <td>23.10%</td>\n <td>27.27%</td>\n <td>20.62%</td>\n <td>7.1%</td>\n </tr>\n <tr>\n <td>Tesla Inc.</td>\n <td>56.8%</td>\n <td>26.60%</td>\n <td>23.52%</td>\n <td>20.47%</td>\n <td>15.88%</td>\n <td>4.4%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc.</td>\n <td>54.0%</td>\n <td>48.37%</td>\n <td>43.91%</td>\n <td>24.69%</td>\n <td>19.35%</td>\n <td>4.4%</td>\n </tr>\n <tr>\n <td>Dow Inc.</td>\n <td>52.8%</td>\n <td>21.03%</td>\n <td>12.90%</td>\n <td>21.78%</td>\n <td>14.54%</td>\n <td>2.4%</td>\n </tr>\n <tr>\n <td>C.H. Robinson Worldwide Inc.</td>\n <td>48.3%</td>\n <td>7.09%</td>\n <td>6.78%</td>\n <td>5.32%</td>\n <td>4.62%</td>\n <td>10.5%</td>\n </tr>\n <tr>\n <td>Robert Half International Inc.</td>\n <td>43.9%</td>\n <td>41.57%</td>\n <td>37.94%</td>\n <td>14.16%</td>\n <td>7.74%</td>\n <td>3.0%</td>\n </tr>\n <tr>\n <td>Mosaic Co.</td>\n <td>43.5%</td>\n <td>26.05%</td>\n <td>14.91%</td>\n <td>27.66%</td>\n <td>20.16%</td>\n <td>17.6%</td>\n </tr>\n <tr>\n <td>KLA Corp.</td>\n <td>35.4%</td>\n <td>62.93%</td>\n <td>58.76%</td>\n <td>46.25%</td>\n <td>39.61%</td>\n <td>4.7%</td>\n </tr>\n <tr>\n <td>NextEra Energy Inc.</td>\n <td>29.3%</td>\n <td>48.18%</td>\n <td>37.02%</td>\n <td>60.20%</td>\n <td>53.83%</td>\n <td>2.2%</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services Inc.</td>\n <td>27.2%</td>\n <td>11.07%</td>\n <td>9.70%</td>\n <td>13.59%</td>\n <td>12.88%</td>\n <td>3.3%</td>\n </tr>\n <tr>\n <td>Intercontinental Exchange Inc.</td>\n <td>25.4%</td>\n <td>69.18%</td>\n <td>68.96%</td>\n <td>52.66%</td>\n <td>49.47%</td>\n <td>2.3%</td>\n </tr>\n <tr>\n <td>Pool Corp.</td>\n <td>23.9%</td>\n <td>31.31%</td>\n <td>28.85%</td>\n <td>17.24%</td>\n <td>13.65%</td>\n <td>3.9%</td>\n </tr>\n <tr>\n <td>Realty Income Corp.</td>\n <td>22.5%</td>\n <td>38.06%</td>\n <td>33.47%</td>\n <td>73.65%</td>\n <td>71.18%</td>\n <td>5.4%</td>\n </tr>\n <tr>\n <td>CBRE Group Inc. Class A</td>\n <td>20.4%</td>\n <td>20.84%</td>\n <td>16.88%</td>\n <td>7.79%</td>\n <td>5.08%</td>\n <td>2.9%</td>\n </tr>\n <tr>\n <td>Teradyne Inc.</td>\n <td>16.0%</td>\n <td>60.28%</td>\n <td>55.60%</td>\n <td>37.23%</td>\n <td>32.70%</td>\n <td>2.0%</td>\n </tr>\n <tr>\n <td>Extra Space Storage Inc.</td>\n <td>15.8%</td>\n <td>60.77%</td>\n <td>56.24%</td>\n <td>69.77%</td>\n <td>65.37%</td>\n <td>3.5%</td>\n </tr>\n <tr>\n <td>Equifax Inc.</td>\n <td>14.5%</td>\n <td>50.49%</td>\n <td>50.02%</td>\n <td>32.03%</td>\n <td>28.78%</td>\n <td>4.2%</td>\n </tr>\n <tr>\n <td>Norfolk Southern Corp.</td>\n <td>13.8%</td>\n <td>39.66%</td>\n <td>33.52%</td>\n <td>50.07%</td>\n <td>45.21%</td>\n <td>2.3%</td>\n </tr>\n <tr>\n <td>Genuine Parts Co.</td>\n <td>10.3%</td>\n <td>34.00%</td>\n <td>33.39%</td>\n <td>8.90%</td>\n <td>8.75%</td>\n <td>2.2%</td>\n </tr>\n <tr>\n <td>Cboe Global Markets Inc.</td>\n <td>3.0%</td>\n <td>40.00%</td>\n <td>31.85%</td>\n <td>29.41%</td>\n <td>23.34%</td>\n <td>2.6%</td>\n </tr>\n <tr></tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>Airlines lead the list, which is no surprise, as the group was moving toward normal operations following the incredible disruption from the coronavirus pandemic in 2020. There are also several energy companies on the list that have benefitted from rising demand and supply disruptions during the pandemic recovery. But many other industries are represented.</p>\n<p>Leaving the group in the same order, here’s a summary of analysts’ opinions:</p>\n<table>\n <tbody>\n <tr>\n <td><b>Company</b></td>\n <td><b>Share “buy” ratings</b></td>\n <td><b>Share neutral ratings</b></td>\n <td><b>Share “sell” ratings</b></td>\n <td><b>Closing price – Nov. 2</b></td>\n <td><b>Cons. price target</b></td>\n <td><b>Implied 12-month upside potential</b></td>\n </tr>\n <tr>\n <td>United Airlines Holdings Inc. <a href=\"https://www.marketwatch.com/investing/stock/UAL?mod=MW_story_quote\" target=\"_blank\">UAL</a></td>\n <td>41%</td>\n <td>41%</td>\n <td>18%</td>\n <td>$47.98</td>\n <td>$59.72</td>\n <td>24%</td>\n </tr>\n <tr>\n <td>Delta Air Lines Inc. <a href=\"https://www.marketwatch.com/investing/stock/DAL?mod=MW_story_quote\" target=\"_blank\">DAL</a></td>\n <td>57%</td>\n <td>43%</td>\n <td>0%</td>\n <td>$40.39</td>\n <td>$54.22</td>\n <td>34%</td>\n </tr>\n <tr>\n <td>American Airlines Group Inc. <a href=\"https://www.marketwatch.com/investing/stock/AAL?mod=MW_story_quote\" target=\"_blank\">AAL</a></td>\n <td>23%</td>\n <td>41%</td>\n <td>36%</td>\n <td>$19.83</td>\n <td>$19.08</td>\n <td>-4%</td>\n </tr>\n <tr>\n <td>Diamondback Energy Inc. <a href=\"https://www.marketwatch.com/investing/stock/FANG?mod=MW_story_quote\" target=\"_blank\">FANG</a></td>\n <td>88%</td>\n <td>12%</td>\n <td>0%</td>\n <td>$114.45</td>\n <td>$129.85</td>\n <td>13%</td>\n </tr>\n <tr>\n <td>Nucor Corp. <a href=\"https://www.marketwatch.com/investing/stock/NUE?mod=MW_story_quote\" target=\"_blank\">NUE</a></td>\n <td>25%</td>\n <td>75%</td>\n <td>0%</td>\n <td>$107.22</td>\n <td>$117.00</td>\n <td>9%</td>\n </tr>\n <tr>\n <td>Phillips 66 <a href=\"https://www.marketwatch.com/investing/stock/PSX?mod=MW_story_quote\" target=\"_blank\">PSX</a></td>\n <td>74%</td>\n <td>26%</td>\n <td>0%</td>\n <td>$77.55</td>\n <td>$92.94</td>\n <td>20%</td>\n </tr>\n <tr>\n <td>LyondellBasell Industries N.V. <a href=\"https://www.marketwatch.com/investing/stock/LYB?mod=MW_story_quote\" target=\"_blank\">LYB</a></td>\n <td>50%</td>\n <td>46%</td>\n <td>4%</td>\n <td>$94.37</td>\n <td>$115.46</td>\n <td>22%</td>\n </tr>\n <tr>\n <td>Hilton Worldwide Holdings Inc. <a href=\"https://www.marketwatch.com/investing/stock/HLT?mod=MW_story_quote\" target=\"_blank\">HLT</a></td>\n <td>48%</td>\n <td>47%</td>\n <td>5%</td>\n <td>$141.34</td>\n <td>$149.56</td>\n <td>6%</td>\n </tr>\n <tr>\n <td>Valero Energy Corp. <a href=\"https://www.marketwatch.com/investing/stock/VLO?mod=MW_story_quote\" target=\"_blank\">VLO</a></td>\n <td>81%</td>\n <td>14%</td>\n <td>5%</td>\n <td>$75.86</td>\n <td>$89.88</td>\n <td>18%</td>\n </tr>\n <tr>\n <td>Chevron Corp. <a href=\"https://www.marketwatch.com/investing/stock/CVX?mod=MW_story_quote\" target=\"_blank\">CVX</a></td>\n <td>59%</td>\n <td>41%</td>\n <td>0%</td>\n <td>$113.83</td>\n <td>$126.86</td>\n <td>11%</td>\n </tr>\n <tr>\n <td>Hess Corp. <a href=\"https://www.marketwatch.com/investing/stock/HES?mod=MW_story_quote\" target=\"_blank\">HES</a></td>\n <td>63%</td>\n <td>37%</td>\n <td>0%</td>\n <td>$82.30</td>\n <td>$104.04</td>\n <td>26%</td>\n </tr>\n <tr>\n <td>Celanese Corp. <a href=\"https://www.marketwatch.com/investing/stock/CE?mod=MW_story_quote\" target=\"_blank\">CE</a></td>\n <td>62%</td>\n <td>38%</td>\n <td>0%</td>\n <td>$166.13</td>\n <td>$193.82</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Tesla Inc. <a href=\"https://www.marketwatch.com/investing/stock/TSLA?mod=MW_story_quote\" target=\"_blank\">TSLA</a></td>\n <td>44%</td>\n <td>27%</td>\n <td>29%</td>\n <td>$1,172.00</td>\n <td>$810.49</td>\n <td>-31%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. <a href=\"https://www.marketwatch.com/investing/stock/AMD?mod=MW_story_quote\" target=\"_blank\">AMD</a></td>\n <td>55%</td>\n <td>43%</td>\n <td>2%</td>\n <td>$127.63</td>\n <td>$134.50</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Dow Inc. <a href=\"https://www.marketwatch.com/investing/stock/DOW?mod=MW_story_quote\" target=\"_blank\">DOW</a></td>\n <td>35%</td>\n <td>54%</td>\n <td>11%</td>\n <td>$58.47</td>\n <td>$67.77</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>C.H. Robinson Worldwide Inc. <a href=\"https://www.marketwatch.com/investing/stock/CHRW?mod=MW_story_quote\" target=\"_blank\">CHRW</a></td>\n <td>29%</td>\n <td>63%</td>\n <td>8%</td>\n <td>$94.57</td>\n <td>$103.44</td>\n <td>9%</td>\n </tr>\n <tr>\n <td>Robert Half International Inc. <a href=\"https://www.marketwatch.com/investing/stock/RHI?mod=MW_story_quote\" target=\"_blank\">RHI</a></td>\n <td>43%</td>\n <td>21%</td>\n <td>36%</td>\n <td>$114.74</td>\n <td>$106.90</td>\n <td>-7%</td>\n </tr>\n <tr>\n <td>Mosaic Co. <a href=\"https://www.marketwatch.com/investing/stock/MOS?mod=MW_story_quote\" target=\"_blank\">MOS</a></td>\n <td>45%</td>\n <td>55%</td>\n <td>0%</td>\n <td>$37.64</td>\n <td>$45.33</td>\n <td>20%</td>\n </tr>\n <tr>\n <td>KLA Corp. <a href=\"https://www.marketwatch.com/investing/stock/KLAC?mod=MW_story_quote\" target=\"_blank\">KLAC</a></td>\n <td>57%</td>\n <td>43%</td>\n <td>0%</td>\n <td>$388.75</td>\n <td>$415.33</td>\n <td>7%</td>\n </tr>\n <tr>\n <td>NextEra Energy Inc. <a href=\"https://www.marketwatch.com/investing/stock/NEE?mod=MW_story_quote\" target=\"_blank\">NEE</a></td>\n <td>68%</td>\n <td>27%</td>\n <td>5%</td>\n <td>$85.42</td>\n <td>$90.11</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services Inc. <a href=\"https://www.marketwatch.com/investing/stock/JBHT?mod=MW_story_quote\" target=\"_blank\">JBHT</a></td>\n <td>42%</td>\n <td>50%</td>\n <td>8%</td>\n <td>$193.19</td>\n <td>$194.85</td>\n <td>1%</td>\n </tr>\n <tr>\n <td>Intercontinental Exchange Inc. <a href=\"https://www.marketwatch.com/investing/stock/ICE?mod=MW_story_quote\" target=\"_blank\">ICE</a></td>\n <td>74%</td>\n <td>26%</td>\n <td>0%</td>\n <td>$138.81</td>\n <td>$152.14</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Pool Corp. <a href=\"https://www.marketwatch.com/investing/stock/POOL?mod=MW_story_quote\" target=\"_blank\">POOL</a></td>\n <td>50%</td>\n <td>50%</td>\n <td>0%</td>\n <td>$515.41</td>\n <td>$562.43</td>\n <td>9%</td>\n </tr>\n <tr>\n <td>Realty Income Corp. <a href=\"https://www.marketwatch.com/investing/stock/O?mod=MW_story_quote\" target=\"_blank\">O</a></td>\n <td>60%</td>\n <td>40%</td>\n <td>0%</td>\n <td>$71.99</td>\n <td>$79.25</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>CBRE Group Inc. Class A <a href=\"https://www.marketwatch.com/investing/stock/CBRE?mod=MW_story_quote\" target=\"_blank\">CBRE</a></td>\n <td>44%</td>\n <td>45%</td>\n <td>11%</td>\n <td>$102.12</td>\n <td>$123.33</td>\n <td>21%</td>\n </tr>\n <tr>\n <td>Teradyne Inc. <a href=\"https://www.marketwatch.com/investing/stock/TER?mod=MW_story_quote\" target=\"_blank\">TER</a></td>\n <td>79%</td>\n <td>21%</td>\n <td>0%</td>\n <td>$139.35</td>\n <td>$153.24</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Extra Space Storage Inc. <a href=\"https://www.marketwatch.com/investing/stock/EXR?mod=MW_story_quote\" target=\"_blank\">EXR</a></td>\n <td>65%</td>\n <td>29%</td>\n <td>6%</td>\n <td>$202.04</td>\n <td>$204.86</td>\n <td>1%</td>\n </tr>\n <tr>\n <td>Equifax Inc. <a href=\"https://www.marketwatch.com/investing/stock/EFX?mod=MW_story_quote\" target=\"_blank\">EFX</a></td>\n <td>67%</td>\n <td>28%</td>\n <td>5%</td>\n <td>$274.51</td>\n <td>$287.76</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Norfolk Southern Corp. <a href=\"https://www.marketwatch.com/investing/stock/NSC?mod=MW_story_quote\" target=\"_blank\">NSC</a></td>\n <td>57%</td>\n <td>29%</td>\n <td>14%</td>\n <td>$286.02</td>\n <td>$300.08</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Genuine Parts Co. <a href=\"https://www.marketwatch.com/investing/stock/GPC?mod=MW_story_quote\" target=\"_blank\">GPC</a></td>\n <td>14%</td>\n <td>79%</td>\n <td>7%</td>\n <td>$133.92</td>\n <td>$137.38</td>\n <td>3%</td>\n </tr>\n <tr>\n <td>Cboe Global Markets Inc. <a href=\"https://www.marketwatch.com/investing/stock/CBOE?mod=MW_story_quote\" target=\"_blank\">CBOE</a></td>\n <td>47%</td>\n <td>33%</td>\n <td>20%</td>\n <td>$135.07</td>\n <td>$133.00</td>\n <td>-2%</td>\n </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n31 stocks have hit a trifecta so far this earnings season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 15:10 GMT+8 <a href=https://www.marketwatch.com/story/31-stocks-have-hit-a-trifecta-so-far-this-earnings-season-11635954884?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These companies have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly\nCompanies including Tesla, AMD and Pool ...</p>\n\n<a href=\"https://www.marketwatch.com/story/31-stocks-have-hit-a-trifecta-so-far-this-earnings-season-11635954884?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O":"Realty Income Corp","CBOE":"芝加哥期权交易所","TER":"泰瑞达","DAL":"达美航空","ICE":"洲际交易所","JBHT":"JB Hunt运输服务","NEE":"新纪元能源","UAL":"联合大陆航空","EXR":"Extra Space Storage Inc","CE":"塞拉尼斯","DOW":"陶氏化学","FANG":"Diamondback Energy","EFX":"艾可菲","CVX":"雪佛龙","HLT":"希尔顿酒店","CHRW":"罗宾逊物流","PAX":"Patria Investments Ltd","NSC":"诺福克南方","AMD":"美国超微公司","GPC":"Genuine Parts Co","KLAC":"科磊","LYB":"利安德巴塞尔","RHI":"罗致恒富","AAL":"美国航空","CBRE":"世邦魏理仕","HES":"赫斯","POOL":"Pool Corporation","MOS":"美国美盛","VLO":"瓦莱罗能源","NUE":"纽柯钢铁","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/31-stocks-have-hit-a-trifecta-so-far-this-earnings-season-11635954884?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100864311","content_text":"These companies have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly\nCompanies including Tesla, AMD and Pool Corp. have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly.\nGetty Images\nEarnings season is in full swing, and there has been no shortage of big news that can drive stock prices up or down. There have also been many successes that can push shares higher over time.\nZillow Group Inc. provided an example of a big earnings splash on Nov. 2 after the market close. While announcing its quarterly results, the company said it was exiting its Zillow Offers business.\nThat was a major change of strategy after the company, whose primary business is listing real estate for sale or rental, began buying and selling homes in 2018. Zillow said it would lay off about 25% of its workforce. The stock was down as much as 19% in morning trading on Nov. 3; it had already fallen 33% in 2021 through Nov. 2.\nBelow is a list of companies whose financial results have shown significant improvement from a year earlier.\nThe following screen focuses on sales and margins because of the vagaries of companies’ reported earnings, which are often distorted for a quarter or a year by one-time events.\n\nThrough Nov. 2, among the S&P 500,289 companies had reported results for fiscal quarters ended Aug. 14 or later.\nAmong those 289, 31 companies met the following qualifications:\nQuarterly sales had risen from the year-earlier quarter.\nGross and operating margins for the quarter were improved from a year earlier. These measures aren’t used for most financial-services companies, so most were excluded from the screen. For some of the other companies, FactSet cannot calculate gross or operating margins (or both) without the set of GAAP data available later, when the 10-Q reports come out (generally within 45 days of the end of the reported fiscal quarter).\nConsensus sales estimates for calendar 2022 have increased at least 2% from where they were Sept. 30. We have used calendar years for a uniform set of estimates, even though many companies have fiscal years that don’t match the calendar.\n\nA company’s gross margin is its net revenue minus the cost of goods or services sold. It reflects a company’s pricing power and its direct production costs, including labor and materials. A company’s management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It’s a good sign if the gross margin is expanding as sales increase.\nA company’s operating margin goes further, subtracting more overhead and other expenses that aren’t directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.\nHere are the 31 companies that have hit the trifecta so far this earnings season. There are two tables, sorted by how much quarterly sales increased from a year earlier. The first table includes the screening data and the second table is a summary of opinions among analysts polled by FactSet:\n\n\n\nCompany\nIncrease in quarterly sales from year earlier\nGross margin\nGross margin – year-earlier quarter\nOperating margin\nOperating margin – year-earlier quarter\nIncrease in calendar 2022 cons. sales estimate since Sept. 30\n\n\nUnited Airlines Holdings Inc.\n211.4%\n2.03%\n-106.19%\n7.25%\n-97.23%\n2.8%\n\n\nDelta Air Lines Inc.\n199.0%\n11.81%\n-65.38%\n10.02%\n-58.43%\n3.2%\n\n\nAmerican Airlines Group Inc.\n182.7%\n11.51%\n-80.65%\n1.82%\n-88.65%\n2.5%\n\n\nDiamondback Energy Inc.\n165.3%\n62.98%\n30.00%\n78.80%\n67.08%\n9.6%\n\n\nNucor Corp.\n109.3%\n33.03%\n10.23%\n30.05%\n11.20%\n6.4%\n\n\nPhillips 66\n91.4%\n4.36%\n0.26%\n3.90%\n-0.57%\n6.4%\n\n\nLyondellBasell Industries N.V.\n87.3%\n20.09%\n12.54%\n20.15%\n13.60%\n6.5%\n\n\nHilton Worldwide Holdings Inc.\n87.0%\n31.80%\n11.38%\n28.16%\n12.45%\n2.0%\n\n\nValero Energy Corp.\n86.7%\n3.02%\n-3.26%\n4.47%\n-0.71%\n5.2%\n\n\nChevron Corp.\n77.6%\n19.14%\n7.43%\n24.38%\n15.26%\n3.5%\n\n\nHess Corp.\n73.1%\n27.12%\n-12.40%\n42.64%\n33.37%\n6.4%\n\n\nCelanese Corp.\n60.6%\n31.33%\n23.10%\n27.27%\n20.62%\n7.1%\n\n\nTesla Inc.\n56.8%\n26.60%\n23.52%\n20.47%\n15.88%\n4.4%\n\n\nAdvanced Micro Devices Inc.\n54.0%\n48.37%\n43.91%\n24.69%\n19.35%\n4.4%\n\n\nDow Inc.\n52.8%\n21.03%\n12.90%\n21.78%\n14.54%\n2.4%\n\n\nC.H. Robinson Worldwide Inc.\n48.3%\n7.09%\n6.78%\n5.32%\n4.62%\n10.5%\n\n\nRobert Half International Inc.\n43.9%\n41.57%\n37.94%\n14.16%\n7.74%\n3.0%\n\n\nMosaic Co.\n43.5%\n26.05%\n14.91%\n27.66%\n20.16%\n17.6%\n\n\nKLA Corp.\n35.4%\n62.93%\n58.76%\n46.25%\n39.61%\n4.7%\n\n\nNextEra Energy Inc.\n29.3%\n48.18%\n37.02%\n60.20%\n53.83%\n2.2%\n\n\nJ.B. Hunt Transport Services Inc.\n27.2%\n11.07%\n9.70%\n13.59%\n12.88%\n3.3%\n\n\nIntercontinental Exchange Inc.\n25.4%\n69.18%\n68.96%\n52.66%\n49.47%\n2.3%\n\n\nPool Corp.\n23.9%\n31.31%\n28.85%\n17.24%\n13.65%\n3.9%\n\n\nRealty Income Corp.\n22.5%\n38.06%\n33.47%\n73.65%\n71.18%\n5.4%\n\n\nCBRE Group Inc. Class A\n20.4%\n20.84%\n16.88%\n7.79%\n5.08%\n2.9%\n\n\nTeradyne Inc.\n16.0%\n60.28%\n55.60%\n37.23%\n32.70%\n2.0%\n\n\nExtra Space Storage Inc.\n15.8%\n60.77%\n56.24%\n69.77%\n65.37%\n3.5%\n\n\nEquifax Inc.\n14.5%\n50.49%\n50.02%\n32.03%\n28.78%\n4.2%\n\n\nNorfolk Southern Corp.\n13.8%\n39.66%\n33.52%\n50.07%\n45.21%\n2.3%\n\n\nGenuine Parts Co.\n10.3%\n34.00%\n33.39%\n8.90%\n8.75%\n2.2%\n\n\nCboe Global Markets Inc.\n3.0%\n40.00%\n31.85%\n29.41%\n23.34%\n2.6%\n\n\n\n\nSource: FactSet\nAirlines lead the list, which is no surprise, as the group was moving toward normal operations following the incredible disruption from the coronavirus pandemic in 2020. There are also several energy companies on the list that have benefitted from rising demand and supply disruptions during the pandemic recovery. But many other industries are represented.\nLeaving the group in the same order, here’s a summary of analysts’ opinions:\n\n\n\nCompany\nShare “buy” ratings\nShare neutral ratings\nShare “sell” ratings\nClosing price – Nov. 2\nCons. price target\nImplied 12-month upside potential\n\n\nUnited Airlines Holdings Inc. UAL\n41%\n41%\n18%\n$47.98\n$59.72\n24%\n\n\nDelta Air Lines Inc. DAL\n57%\n43%\n0%\n$40.39\n$54.22\n34%\n\n\nAmerican Airlines Group Inc. AAL\n23%\n41%\n36%\n$19.83\n$19.08\n-4%\n\n\nDiamondback Energy Inc. FANG\n88%\n12%\n0%\n$114.45\n$129.85\n13%\n\n\nNucor Corp. NUE\n25%\n75%\n0%\n$107.22\n$117.00\n9%\n\n\nPhillips 66 PSX\n74%\n26%\n0%\n$77.55\n$92.94\n20%\n\n\nLyondellBasell Industries N.V. LYB\n50%\n46%\n4%\n$94.37\n$115.46\n22%\n\n\nHilton Worldwide Holdings Inc. HLT\n48%\n47%\n5%\n$141.34\n$149.56\n6%\n\n\nValero Energy Corp. VLO\n81%\n14%\n5%\n$75.86\n$89.88\n18%\n\n\nChevron Corp. CVX\n59%\n41%\n0%\n$113.83\n$126.86\n11%\n\n\nHess Corp. HES\n63%\n37%\n0%\n$82.30\n$104.04\n26%\n\n\nCelanese Corp. CE\n62%\n38%\n0%\n$166.13\n$193.82\n17%\n\n\nTesla Inc. TSLA\n44%\n27%\n29%\n$1,172.00\n$810.49\n-31%\n\n\nAdvanced Micro Devices Inc. AMD\n55%\n43%\n2%\n$127.63\n$134.50\n5%\n\n\nDow Inc. DOW\n35%\n54%\n11%\n$58.47\n$67.77\n16%\n\n\nC.H. Robinson Worldwide Inc. CHRW\n29%\n63%\n8%\n$94.57\n$103.44\n9%\n\n\nRobert Half International Inc. RHI\n43%\n21%\n36%\n$114.74\n$106.90\n-7%\n\n\nMosaic Co. MOS\n45%\n55%\n0%\n$37.64\n$45.33\n20%\n\n\nKLA Corp. KLAC\n57%\n43%\n0%\n$388.75\n$415.33\n7%\n\n\nNextEra Energy Inc. NEE\n68%\n27%\n5%\n$85.42\n$90.11\n5%\n\n\nJ.B. Hunt Transport Services Inc. JBHT\n42%\n50%\n8%\n$193.19\n$194.85\n1%\n\n\nIntercontinental Exchange Inc. ICE\n74%\n26%\n0%\n$138.81\n$152.14\n10%\n\n\nPool Corp. POOL\n50%\n50%\n0%\n$515.41\n$562.43\n9%\n\n\nRealty Income Corp. O\n60%\n40%\n0%\n$71.99\n$79.25\n10%\n\n\nCBRE Group Inc. Class A CBRE\n44%\n45%\n11%\n$102.12\n$123.33\n21%\n\n\nTeradyne Inc. TER\n79%\n21%\n0%\n$139.35\n$153.24\n10%\n\n\nExtra Space Storage Inc. EXR\n65%\n29%\n6%\n$202.04\n$204.86\n1%\n\n\nEquifax Inc. EFX\n67%\n28%\n5%\n$274.51\n$287.76\n5%\n\n\nNorfolk Southern Corp. NSC\n57%\n29%\n14%\n$286.02\n$300.08\n5%\n\n\nGenuine Parts Co. GPC\n14%\n79%\n7%\n$133.92\n$137.38\n3%\n\n\nCboe Global Markets Inc. CBOE\n47%\n33%\n20%\n$135.07\n$133.00\n-2%\n\n\n\nSource: FactSet","news_type":1,"symbols_score_info":{"AAL":0.9,"AMD":0.9,"CBOE":0.9,"CBRE":0.9,"CE":0.9,"CHRW":0.9,"CVX":0.9,"DAL":0.9,"DOW":0.9,"EFX":0.9,"EXR":0.9,"FANG":0.9,"GPC":0.9,"HES":0.9,"HLT":0.9,"ICE":0.9,"JBHT":0.9,"KLAC":0.9,"LYB":0.9,"MOS":0.9,"NEE":0.9,"NSC":0.9,"NUE":0.9,"O":0.9,"PAX":0.9,"POOL":0.9,"RHI":0.9,"TER":0.9,"TSLA":0.9,"UAL":0.9,"VLO":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857242032,"gmtCreate":1635539046366,"gmtModify":1635539046450,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"Good sum","listText":"Good sum","text":"Good sum","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857242032","repostId":"2179248515","repostType":2,"isVote":1,"tweetType":1,"viewCount":3690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855550937,"gmtCreate":1635384779691,"gmtModify":1635384918941,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"Nooo","listText":"Nooo","text":"Nooo","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/855550937","repostId":"2178723015","repostType":4,"repost":{"id":"2178723015","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1635384127,"share":"https://www.laohu8.com/m/news/2178723015?lang=&edition=full","pubTime":"2021-10-28 09:22","market":"hk","language":"zh","title":"中国平安总资产首破10万亿，净利润却降21%，什么原因？","url":"https://stock-news.laohu8.com/highlight/detail?id=2178723015","media":"券商中国","summary":"10月27日，中国平安发布保险业首份三季报。三季报同时显示，截至2021年9月末，平安集团总资产达到10.08万亿元，同比增加5.8%，首破十万亿大关。其中，平安寿险及健康险业务实现归母营运利润727.01亿元，同比下降2.76%。至三季度末，平安个人寿险销售代理人数量70.62万人，较去年底降幅达31%。","content":"<p>10月27日，<a href=\"https://laohu8.com/S/601318\">中国平安</a>发布保险业首份三季报。</p>\n<p>数据显示，2021年前三季度，平安集团实现营业收入9046.29亿元，同比减少1.4%；实现归母净利润816.38亿元，同比下降20.8%，主要受公司对<a href=\"https://laohu8.com/S/600340\">华夏幸福</a>相关投资资产进行减值计提等调整的影响。</p>\n<p><b>三季报同时显示，截至2021年9月末，平安集团总资产达到10.08万亿元，同比增加5.8%，首破十万亿大关。</b></p>\n<p>营运利润同比增长9.2%，个人客户数超2.25亿</p>\n<p>具体而言，今年前9月，平安寿险及健康险业务实现归母净利润443.94亿元，同比下降35.77%，财险业务实现归母净利润132.21亿元，同比增长20.16%，银行业务实现归母净利润168.87亿元，同比上升30.09%。</p>\n<p>三季报同时披露了营运利润情况。2021年前三季度，平安集团实现归属于母公司股东的营运利润1187.37亿元，同比增长9.2%；年化营运ROE20.3%。其中，平安寿险及健康险业务实现归母营运利润727.01亿元，同比下降2.76%。</p>\n<p>营运利润剔除短期波动性较大的损益表项目和管理层认为不属于日常营运收支的一次性重大项目及其他，平安认为营运利润可更清晰客观地反映公司当期业务表现及趋势。</p>\n<p><b>客户经营方面，</b>前三季度平安个人客户规模持续增长。</p>\n<p>数据显示，截至2021年9月末，平安个人客户数超2.25亿，较年初增长3.1%；其中持有多家子公司合同的个人客户数8774万，占比提升至39.0%，客均合同数2.78个。</p>\n<p>2021年前三季度，平安新增个人客户2525万，其中34.6%来自平安集团互联网用户。截至2021年9月30日，平安互联网用户量近6.34亿，较年初增长6.0%；年活跃用户量近3.45 亿。</p>\n<p>寿险代理人降至70万人，财险综合成本率优化</p>\n<p><b>代理人持续下滑对平安寿险业务影响较大。至三季度末，平安个人寿险销售代理人数量70.62万人，较去年底降幅达31%。</b></p>\n<p>数据显示，2021年前三季度，寿险及健康险业务的新业务价值352.37亿元，同比下降17.8%，平安表示，主要因为公司坚持高质量的人力发展，推动队伍结构优化，代理人数量下滑对新业务价值产生了一定的负面影响。</p>\n<p>2021年前三季度，寿险及健康险业务营运利润为736.84 亿元，同比下降2.3%，主要受新业务增速下滑、保单继续率波动、去年同期新冠肺炎疫情下客户理赔减少带来的赔付差较高等因素影响。</p>\n<p>平安表示，长期来看，居民收入及财富持续增长，全面的医疗及养老服务需求仍未被满足，中国寿险市场发展空间依然广阔，代理人渠道仍是长期保障产品销售的主要渠道。</p>\n<p><b>渠道方面，</b>平安寿险深化代理人渠道转型，同时推动银保、电网销等多渠道协同发展。</p>\n<p><b>财产险方面，</b>平安产险保费规模短期承压，但业务品质保持优良。</p>\n<p>2021 年前三季度，平安产险实现原保险保费收入1993.43 亿元，同比下降9.2%;整体综合成本率为97.3%，同比优化1.8个百分点;实现营运利润132.83 亿元，同比增长 20.2%。</p>\n<p>具体而言，车险业务保费收入1354.68亿元，同比下降7.9%，非车险业务471.65亿元，同比下降21%。</p>\n<p>同时，平安产险加强科技应用，持续推动客户经营线上化。“平安好车主”APP 作为中国最大的用车服务APP，截至2021年9月末，注册用户数突破1.44亿，累计绑车车辆突破9200万，9月当月活跃用户数突破3400万。</p>\n<p>河南特大暴雨赔付方面，平安预计水灾赔款总额超34亿元。</p>\n<p><b>投资方面，</b>截至2021年9月30日，平安保险资金投资组合规模近3.9万亿元，较年初增长约3%。2021年前三季度，保险资金投资组合年化净投资收益率为4.2%，较去年同期下降0.3个百分点；年化总投资收益率为3.7%，较去年同期下降1.5个百分点。</p>\n<p>2021年前三季度，市场利率震荡、股票行业板块分化、指数波动加大。平安保险资金投资组合投资收益率受资本市场波动及投资资产减值计提增加等因素影响，有所承压。</p>\n<p>科技业务同比增12.6%，<a href=\"https://laohu8.com/S/LU\">陆金所</a>完成网贷业务清退</p>\n<p><b>科技业务方面，</b> 2021年前三季度，平安实现科技业务总收入732.27亿元，同比增长12.6%。</p>\n<p>三季报显示，2021年8月陆金所控股下属网贷机构实现个人客户持有网贷资产的全面清零，提前完成原网贷业务清退目标。</p>\n<p>近年来，平安围绕金融专业场景打造核心竞争力，构建医疗健康生态圈。数据显示，在平安超2.25亿个人客户中，有近63%的客户同时使用了医疗健康生态圈提供的服务，其客均合同数达3.2个，客均AUM近4.0万元，分别为不使用医疗健康生态圈服务的个人客户的1.6倍、2.9倍。</p>\n<p>展望未来，平安认为在国内外经济环境深刻变化的背景下，公司业务发展蕴藏着新的长期机遇。一方面，居民健康意识、医疗管理及养老服务需求逐步加强，对保险、健康管理等方面的消费需求不断释放，公司金融保险业 务发展空间广阔;另一方面，在政策和科技的持续推动下，数字化转型需求日益旺盛，公司加快在金融、 医疗等领域模式创新，赋能业务增长。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国平安总资产首破10万亿，净利润却降21%，什么原因？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国平安总资产首破10万亿，净利润却降21%，什么原因？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-10-28 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月27日，<a href=\"https://laohu8.com/S/601318\">中国平安</a>发布保险业首份三季报。</p>\n<p>数据显示，2021年前三季度，平安集团实现营业收入9046.29亿元，同比减少1.4%；实现归母净利润816.38亿元，同比下降20.8%，主要受公司对<a href=\"https://laohu8.com/S/600340\">华夏幸福</a>相关投资资产进行减值计提等调整的影响。</p>\n<p><b>三季报同时显示，截至2021年9月末，平安集团总资产达到10.08万亿元，同比增加5.8%，首破十万亿大关。</b></p>\n<p>营运利润同比增长9.2%，个人客户数超2.25亿</p>\n<p>具体而言，今年前9月，平安寿险及健康险业务实现归母净利润443.94亿元，同比下降35.77%，财险业务实现归母净利润132.21亿元，同比增长20.16%，银行业务实现归母净利润168.87亿元，同比上升30.09%。</p>\n<p>三季报同时披露了营运利润情况。2021年前三季度，平安集团实现归属于母公司股东的营运利润1187.37亿元，同比增长9.2%；年化营运ROE20.3%。其中，平安寿险及健康险业务实现归母营运利润727.01亿元，同比下降2.76%。</p>\n<p>营运利润剔除短期波动性较大的损益表项目和管理层认为不属于日常营运收支的一次性重大项目及其他，平安认为营运利润可更清晰客观地反映公司当期业务表现及趋势。</p>\n<p><b>客户经营方面，</b>前三季度平安个人客户规模持续增长。</p>\n<p>数据显示，截至2021年9月末，平安个人客户数超2.25亿，较年初增长3.1%；其中持有多家子公司合同的个人客户数8774万，占比提升至39.0%，客均合同数2.78个。</p>\n<p>2021年前三季度，平安新增个人客户2525万，其中34.6%来自平安集团互联网用户。截至2021年9月30日，平安互联网用户量近6.34亿，较年初增长6.0%；年活跃用户量近3.45 亿。</p>\n<p>寿险代理人降至70万人，财险综合成本率优化</p>\n<p><b>代理人持续下滑对平安寿险业务影响较大。至三季度末，平安个人寿险销售代理人数量70.62万人，较去年底降幅达31%。</b></p>\n<p>数据显示，2021年前三季度，寿险及健康险业务的新业务价值352.37亿元，同比下降17.8%，平安表示，主要因为公司坚持高质量的人力发展，推动队伍结构优化，代理人数量下滑对新业务价值产生了一定的负面影响。</p>\n<p>2021年前三季度，寿险及健康险业务营运利润为736.84 亿元，同比下降2.3%，主要受新业务增速下滑、保单继续率波动、去年同期新冠肺炎疫情下客户理赔减少带来的赔付差较高等因素影响。</p>\n<p>平安表示，长期来看，居民收入及财富持续增长，全面的医疗及养老服务需求仍未被满足，中国寿险市场发展空间依然广阔，代理人渠道仍是长期保障产品销售的主要渠道。</p>\n<p><b>渠道方面，</b>平安寿险深化代理人渠道转型，同时推动银保、电网销等多渠道协同发展。</p>\n<p><b>财产险方面，</b>平安产险保费规模短期承压，但业务品质保持优良。</p>\n<p>2021 年前三季度，平安产险实现原保险保费收入1993.43 亿元，同比下降9.2%;整体综合成本率为97.3%，同比优化1.8个百分点;实现营运利润132.83 亿元，同比增长 20.2%。</p>\n<p>具体而言，车险业务保费收入1354.68亿元，同比下降7.9%，非车险业务471.65亿元，同比下降21%。</p>\n<p>同时，平安产险加强科技应用，持续推动客户经营线上化。“平安好车主”APP 作为中国最大的用车服务APP，截至2021年9月末，注册用户数突破1.44亿，累计绑车车辆突破9200万，9月当月活跃用户数突破3400万。</p>\n<p>河南特大暴雨赔付方面，平安预计水灾赔款总额超34亿元。</p>\n<p><b>投资方面，</b>截至2021年9月30日，平安保险资金投资组合规模近3.9万亿元，较年初增长约3%。2021年前三季度，保险资金投资组合年化净投资收益率为4.2%，较去年同期下降0.3个百分点；年化总投资收益率为3.7%，较去年同期下降1.5个百分点。</p>\n<p>2021年前三季度，市场利率震荡、股票行业板块分化、指数波动加大。平安保险资金投资组合投资收益率受资本市场波动及投资资产减值计提增加等因素影响，有所承压。</p>\n<p>科技业务同比增12.6%，<a href=\"https://laohu8.com/S/LU\">陆金所</a>完成网贷业务清退</p>\n<p><b>科技业务方面，</b> 2021年前三季度，平安实现科技业务总收入732.27亿元，同比增长12.6%。</p>\n<p>三季报显示，2021年8月陆金所控股下属网贷机构实现个人客户持有网贷资产的全面清零，提前完成原网贷业务清退目标。</p>\n<p>近年来，平安围绕金融专业场景打造核心竞争力，构建医疗健康生态圈。数据显示，在平安超2.25亿个人客户中，有近63%的客户同时使用了医疗健康生态圈提供的服务，其客均合同数达3.2个，客均AUM近4.0万元，分别为不使用医疗健康生态圈服务的个人客户的1.6倍、2.9倍。</p>\n<p>展望未来，平安认为在国内外经济环境深刻变化的背景下，公司业务发展蕴藏着新的长期机遇。一方面，居民健康意识、医疗管理及养老服务需求逐步加强，对保险、健康管理等方面的消费需求不断释放，公司金融保险业 务发展空间广阔;另一方面，在政策和科技的持续推动下，数字化转型需求日益旺盛，公司加快在金融、 医疗等领域模式创新，赋能业务增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"601318":"中国平安","LU":"陆金所","02318":"中国平安"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178723015","content_text":"10月27日，中国平安发布保险业首份三季报。\n数据显示，2021年前三季度，平安集团实现营业收入9046.29亿元，同比减少1.4%；实现归母净利润816.38亿元，同比下降20.8%，主要受公司对华夏幸福相关投资资产进行减值计提等调整的影响。\n三季报同时显示，截至2021年9月末，平安集团总资产达到10.08万亿元，同比增加5.8%，首破十万亿大关。\n营运利润同比增长9.2%，个人客户数超2.25亿\n具体而言，今年前9月，平安寿险及健康险业务实现归母净利润443.94亿元，同比下降35.77%，财险业务实现归母净利润132.21亿元，同比增长20.16%，银行业务实现归母净利润168.87亿元，同比上升30.09%。\n三季报同时披露了营运利润情况。2021年前三季度，平安集团实现归属于母公司股东的营运利润1187.37亿元，同比增长9.2%；年化营运ROE20.3%。其中，平安寿险及健康险业务实现归母营运利润727.01亿元，同比下降2.76%。\n营运利润剔除短期波动性较大的损益表项目和管理层认为不属于日常营运收支的一次性重大项目及其他，平安认为营运利润可更清晰客观地反映公司当期业务表现及趋势。\n客户经营方面，前三季度平安个人客户规模持续增长。\n数据显示，截至2021年9月末，平安个人客户数超2.25亿，较年初增长3.1%；其中持有多家子公司合同的个人客户数8774万，占比提升至39.0%，客均合同数2.78个。\n2021年前三季度，平安新增个人客户2525万，其中34.6%来自平安集团互联网用户。截至2021年9月30日，平安互联网用户量近6.34亿，较年初增长6.0%；年活跃用户量近3.45 亿。\n寿险代理人降至70万人，财险综合成本率优化\n代理人持续下滑对平安寿险业务影响较大。至三季度末，平安个人寿险销售代理人数量70.62万人，较去年底降幅达31%。\n数据显示，2021年前三季度，寿险及健康险业务的新业务价值352.37亿元，同比下降17.8%，平安表示，主要因为公司坚持高质量的人力发展，推动队伍结构优化，代理人数量下滑对新业务价值产生了一定的负面影响。\n2021年前三季度，寿险及健康险业务营运利润为736.84 亿元，同比下降2.3%，主要受新业务增速下滑、保单继续率波动、去年同期新冠肺炎疫情下客户理赔减少带来的赔付差较高等因素影响。\n平安表示，长期来看，居民收入及财富持续增长，全面的医疗及养老服务需求仍未被满足，中国寿险市场发展空间依然广阔，代理人渠道仍是长期保障产品销售的主要渠道。\n渠道方面，平安寿险深化代理人渠道转型，同时推动银保、电网销等多渠道协同发展。\n财产险方面，平安产险保费规模短期承压，但业务品质保持优良。\n2021 年前三季度，平安产险实现原保险保费收入1993.43 亿元，同比下降9.2%;整体综合成本率为97.3%，同比优化1.8个百分点;实现营运利润132.83 亿元，同比增长 20.2%。\n具体而言，车险业务保费收入1354.68亿元，同比下降7.9%，非车险业务471.65亿元，同比下降21%。\n同时，平安产险加强科技应用，持续推动客户经营线上化。“平安好车主”APP 作为中国最大的用车服务APP，截至2021年9月末，注册用户数突破1.44亿，累计绑车车辆突破9200万，9月当月活跃用户数突破3400万。\n河南特大暴雨赔付方面，平安预计水灾赔款总额超34亿元。\n投资方面，截至2021年9月30日，平安保险资金投资组合规模近3.9万亿元，较年初增长约3%。2021年前三季度，保险资金投资组合年化净投资收益率为4.2%，较去年同期下降0.3个百分点；年化总投资收益率为3.7%，较去年同期下降1.5个百分点。\n2021年前三季度，市场利率震荡、股票行业板块分化、指数波动加大。平安保险资金投资组合投资收益率受资本市场波动及投资资产减值计提增加等因素影响，有所承压。\n科技业务同比增12.6%，陆金所完成网贷业务清退\n科技业务方面， 2021年前三季度，平安实现科技业务总收入732.27亿元，同比增长12.6%。\n三季报显示，2021年8月陆金所控股下属网贷机构实现个人客户持有网贷资产的全面清零，提前完成原网贷业务清退目标。\n近年来，平安围绕金融专业场景打造核心竞争力，构建医疗健康生态圈。数据显示，在平安超2.25亿个人客户中，有近63%的客户同时使用了医疗健康生态圈提供的服务，其客均合同数达3.2个，客均AUM近4.0万元，分别为不使用医疗健康生态圈服务的个人客户的1.6倍、2.9倍。\n展望未来，平安认为在国内外经济环境深刻变化的背景下，公司业务发展蕴藏着新的长期机遇。一方面，居民健康意识、医疗管理及养老服务需求逐步加强，对保险、健康管理等方面的消费需求不断释放，公司金融保险业 务发展空间广阔;另一方面，在政策和科技的持续推动下，数字化转型需求日益旺盛，公司加快在金融、 医疗等领域模式创新，赋能业务增长。","news_type":1,"symbols_score_info":{"601318":0.9,"02318":0.9,"PAImain":1,"LU":0.9}},"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850606909,"gmtCreate":1634583786804,"gmtModify":1634583787093,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"Track","listText":"Track","text":"Track","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850606909","repostId":"2175195418","repostType":2,"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827520471,"gmtCreate":1634511301894,"gmtModify":1634511499692,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/827520471","repostId":"2176426331","repostType":4,"repost":{"id":"2176426331","kind":"highlight","pubTimestamp":1634462022,"share":"https://www.laohu8.com/m/news/2176426331?lang=&edition=full","pubTime":"2021-10-17 17:13","market":"fut","language":"zh","title":"全球铜库存“低得危险了”","url":"https://stock-news.laohu8.com/highlight/detail?id=2176426331","media":"华尔街见闻","summary":"10月15日周五，伦敦金属交易所（LME）铜库存创下1974年以来的最低水平，全球供应紧张局面急剧升级，导致期铜价差飙升，推动铜价创下2016年以来的最大周涨幅（9%），并回升至每吨10000美元以上","content":"<p>10月15日周五，伦敦金属交易所（LME）铜库存创下1974年以来的最低水平，全球供应紧张局面急剧升级，导致期铜价差飙升，推动铜价创下2016年以来的最大周涨幅（9%），并回升至每吨10000美元以上，与<a href=\"https://laohu8.com/S/GS\">高盛</a>此前预计的年底价格已相差无几。</p>\n<p><img src=\"https://static.tigerbbs.com/4c2930169a67bd02a44a350833b7ae03\" tg-width=\"922\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>据彭博社，在欧洲仓库的金属订单激增之后，LME仓库追踪的现有铜库存本月暴跌89%，周五LME仓库中可自由供应的铜只剩1.415万吨，而行业每年的消耗量约为2500万吨，主要交易所和私人仓库的库存也在快速下降，LME期铜价差已进入历史性溢价水平，近期合约以创纪录的溢价交易。</p>\n<p>周五早间，LME期铜明天到期合约比后天到期合约升水一度达到175美元，创1998年以来最大，后收窄至5美元，但周一收盘时仅为1美元。</p>\n<p>同时，铜现货合约和3个月合约的长期价差飙升至每吨350美元，也是有记录以来的最高水平。</p>\n<p>上一次出现这种情况还是在2006年，当时中国经济繁荣带来的购买热潮将LME铜库存消耗至接近历史低位。现在LME的库存水平甚至低于当时的水平。</p>\n<h2>高盛：市场忽略了库存减少这一重要因素</h2>\n<p>全球铜库存下滑和需求强劲，与对宏观经济前景的担忧，以及滞胀和电力短缺可能破坏全球强劲增长轨迹的风险形成鲜明对比。</p>\n<p>华尔街见闻此前提及，主要鉴于能源危机可能引发新一轮滞胀，<a href=\"https://laohu8.com/S/C\">花旗</a>商品研究团队早前警告，未来三个月内铜需求将萎缩，铜价将再次下跌10%。</p>\n<p><b>然而，高盛在最新的报告中指出，铜是当下最被低估的商品，市场定价错误是因为忽略了库存减少这一重要因素。</b></p>\n<p>目前，现货市场铜库存量正在快速下降，过去4个月减少了近40%。全球铜库存可能在年底达到历史低点，若铜价继续保持在低位，预计2022年第二季度铜库存将耗尽。库存下降的同时，加之期货合约交割的需要，铜供给进一步减少，最终会使铜价上涨。</p>\n<p>高盛认为，电力短缺、下半年废铜供应呈减少趋势，以及铜矿开采进入多季度停滞阶段，这三方面因素会影响铜现货供给；并预计铜市场将出现严重的供需不平衡问题，其将年底铜价预期上调至10500美元/吨。</p>\n<p>分析人士表示，尽管主要交易所的库存下降表明供需之间存在根本性不匹配，但如果最近几天要求提取铜现货的所有者决定利用现货价格飙升的机会将其运回，短期内可能会出现一些缓解。</p>\n<p>目前约有16.72万吨的铜计划从LME仓库提走，<b>但急剧的现货溢价，可能促使部分所有者立即在交易所出售其持有的铜，并在以后使用价格较低的期货合约买回铜。</b></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球铜库存“低得危险了”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球铜库存“低得危险了”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-17 17:13 北京时间 <a href=https://wallstreetcn.com/articles/3642515><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月15日周五，伦敦金属交易所（LME）铜库存创下1974年以来的最低水平，全球供应紧张局面急剧升级，导致期铜价差飙升，推动铜价创下2016年以来的最大周涨幅（9%），并回升至每吨10000美元以上，与高盛此前预计的年底价格已相差无几。\n\n据彭博社，在欧洲仓库的金属订单激增之后，LME仓库追踪的现有铜库存本月暴跌89%，周五LME仓库中可自由供应的铜只剩1.415万吨，而行业每年的消耗量约为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642515\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eeb9a4d452d8568bcc6a2558535ad160","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3642515","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2176426331","content_text":"10月15日周五，伦敦金属交易所（LME）铜库存创下1974年以来的最低水平，全球供应紧张局面急剧升级，导致期铜价差飙升，推动铜价创下2016年以来的最大周涨幅（9%），并回升至每吨10000美元以上，与高盛此前预计的年底价格已相差无几。\n\n据彭博社，在欧洲仓库的金属订单激增之后，LME仓库追踪的现有铜库存本月暴跌89%，周五LME仓库中可自由供应的铜只剩1.415万吨，而行业每年的消耗量约为2500万吨，主要交易所和私人仓库的库存也在快速下降，LME期铜价差已进入历史性溢价水平，近期合约以创纪录的溢价交易。\n周五早间，LME期铜明天到期合约比后天到期合约升水一度达到175美元，创1998年以来最大，后收窄至5美元，但周一收盘时仅为1美元。\n同时，铜现货合约和3个月合约的长期价差飙升至每吨350美元，也是有记录以来的最高水平。\n上一次出现这种情况还是在2006年，当时中国经济繁荣带来的购买热潮将LME铜库存消耗至接近历史低位。现在LME的库存水平甚至低于当时的水平。\n高盛：市场忽略了库存减少这一重要因素\n全球铜库存下滑和需求强劲，与对宏观经济前景的担忧，以及滞胀和电力短缺可能破坏全球强劲增长轨迹的风险形成鲜明对比。\n华尔街见闻此前提及，主要鉴于能源危机可能引发新一轮滞胀，花旗商品研究团队早前警告，未来三个月内铜需求将萎缩，铜价将再次下跌10%。\n然而，高盛在最新的报告中指出，铜是当下最被低估的商品，市场定价错误是因为忽略了库存减少这一重要因素。\n目前，现货市场铜库存量正在快速下降，过去4个月减少了近40%。全球铜库存可能在年底达到历史低点，若铜价继续保持在低位，预计2022年第二季度铜库存将耗尽。库存下降的同时，加之期货合约交割的需要，铜供给进一步减少，最终会使铜价上涨。\n高盛认为，电力短缺、下半年废铜供应呈减少趋势，以及铜矿开采进入多季度停滞阶段，这三方面因素会影响铜现货供给；并预计铜市场将出现严重的供需不平衡问题，其将年底铜价预期上调至10500美元/吨。\n分析人士表示，尽管主要交易所的库存下降表明供需之间存在根本性不匹配，但如果最近几天要求提取铜现货的所有者决定利用现货价格飙升的机会将其运回，短期内可能会出现一些缓解。\n目前约有16.72万吨的铜计划从LME仓库提走，但急剧的现货溢价，可能促使部分所有者立即在交易所出售其持有的铜，并在以后使用价格较低的期货合约买回铜。","news_type":1,"symbols_score_info":{"HGmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827566064,"gmtCreate":1634510791738,"gmtModify":1634510791989,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"htmlText":"Take 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