大健云仓(GCT)
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GigaCloud Technology Inc. (GCT) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2024-07-10 06:51
In the latest market close, GigaCloud Technology Inc. (GCT) reached $31.44, with a +0.29% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.07%. Meanwhile, the Dow lost 0.13%, and the Nasdaq, a tech-heavy index, added 0.14%.The company's shares have seen a decrease of 1.79% over the last month, not keeping up with the Business Services sector's gain of 0.64% and the S&P 500's gain of 4.34%.The upcoming earnings release of GigaCloud Technology Inc. will ...
Buy These 4 Stocks With Rising Cash Flows Ahead of Q2 Earnings
ZACKS· 2024-07-09 20:55
Crunching profit numbers and evaluating surprises might be a preferred method for scooping up big gains in the impending Q2 earnings season. However, looking beyond profits and assessing a company’s cash position can be far more rewarding because it indicates its true financial health.In this regard, stocks like Steelcase Inc. (SCS) , GigaCloud Technology Inc. (GCT) , GeoPark Limited (GPRK) and Virco Mfg. Corporation (VIRC) are worth buying.Even a profitable business can fail if its cash flow is uneven and ...
(更新)大健云仓:平台扩张步伐加快,跨境B2B市场大有可为
海通证券· 2024-07-08 12:02
报告公司投资评级 公司被首次给予"优于大市"的投资评级。[2] 报告的核心观点 家居出海风头正盛,B2B 电商市场空间巨大 - 全球家居零售市场电商渠道逐步扩张,线上渗透率不断增长。[22][23][28] - 美国 B2B 大件包裹市场空间广阔,但受限于复杂的供应链体系,线上渗透率较低。[36][37] - 跨境电商产业扩张带动跨境物流行业扩容,政策持续支持海外仓建设。[38][40][41] B2B 平台高歌猛进,全产业链布局降本增效 - 大健云仓是大件商品跨境 B2B 交易解决方案的领先企业,业务规模快速增长。[53][54] - 公司业务重心向 3P 业务倾斜,自有平台收入占比提高。[64][67][74][77] - 公司拥有全球化的仓储物流网络,通过技术手段提升运营效率。[86][87][90][91] 人工智能助力营运能力,活跃用户及付费意愿双向发力 - 公司利用人工智能技术优化运营管理,提升库存管理水平。[93] - 公司用户活跃度和付费意愿持续提升,支撑业务发展。[104][105][106] 盈利预测和投资建议 - 预计公司 2024-2025 年净利润分别为 1.27 亿美元和 1.76 亿美元,同比增长 35%和 38%。[108][109] - 参考可比公司给予 2024 年 15-18 倍 PE 估值,对应合理价值区间 46.56-55.87 美元,给予"优于大市"评级。[109]
大健云仓:公司研究报告
海通证券· 2024-07-05 18:01
1. 海外仓助力中小零售商,B2B 电商空间巨大 - 家居出海风头正盛,线上零售持续渗透 [14][15][16][17][18][19][20][21][22][23][24][25][26] - 美国 B2B 大件包裹市场空间广阔,但受限于复杂的供应链体系,线上渗透率较低 [27][28] - 跨境电商红利释放,政策助力海外仓大步前进 [29][30][31][32][33][34][35][36][37][38][39][40][41] 2. B2B 平台高歌猛进,全产业链布局降本增效 - 业界领先平台,专注服务大件商品 B2B 交易 [42][43][44][45][46][47][48] - 平台收入稳步增长,业务重心向 3P 倾斜 [49][50][51][52][53][54][55][56][57][58][59][60][61][62][63][64][65] - 自有平台整合出海服务,供应链和物流网络构建护城河 [66][67][68][69][70][71][72][73] - 人工智能助力营运能力,活跃用户及付费意愿双向发力 [74][75][76][77][78][79][80][81] 3. 盈利预测和投资建议 - 盈利预测假设 [82][83] - 投资评级和合理价值区间 [84] 4. 风险提示 - 全球贸易风险,客户流失风险,行业竞争加剧,原材料、海运费和汇率的大幅波动风险,跨市场估值风险 [88]
Is GigaCloud Technology Inc. (GCT) Stock Outpacing Its Business Services Peers This Year?
ZACKS· 2024-06-27 22:45
The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is GigaCloud Technology Inc. (GCT) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.GigaCloud Technology Inc. is a member of our Business Services group, which includes 315 different companies and currently sits at #3 in the Zacks Sector Ran ...
GigaCloud Technology Inc. (GCT) Advances But Underperforms Market: Key Facts
ZACKS· 2024-06-27 06:50
GigaCloud Technology Inc. (GCT) closed the latest trading day at $29.43, indicating a +0.14% change from the previous session's end. The stock fell short of the S&P 500, which registered a gain of 0.16% for the day. Meanwhile, the Dow gained 0.04%, and the Nasdaq, a tech-heavy index, added 0.49%.Prior to today's trading, shares of the company had lost 4.02% over the past month. This has lagged the Business Services sector's gain of 1.2% and the S&P 500's gain of 3.22% in that time.Investors will be eagerly ...
3 Tantalizing Tech Stocks Ready to Make Millionaires in 2026
Investor Place· 2024-06-26 18:15
For those hoping to profit from future development, figuring out which prospective tech stocks to buy is essential in the ever-changing world of investing prospects. These three exceptional businesses represent tenacity, inventiveness, and strategic vision in their respective fields. These businesses have strong core competencies, such as market leadership in e-commerce platforms and cloud services. It has demonstrated outstanding financial success with almost quadrupled revenues and enhanced profitability. ...
GigaCloud: Don't Be Fooled By The Short Sellers
Seeking Alpha· 2024-06-23 23:30
文章核心观点 - GigaCloud Technology Inc.(GCT)遭遇做空机构Grizzly Research发布的做空报告,但公司否认了报告中的指控,并表示报告"误解"了公司的实际网络流量数据 [1] - GCT股价在遭遇做空报告冲击后得到了良好的支撑,保持在25美元以上的水平,显示出较强的抗跌能力 [2] - GCT作为一家B2B电商平台,其供应商履行零售(SFR)模式具有较高的可扩展性,有助于提升供应链效率,并带动公司快速扩张仓储网络 [4] - GCT CEO表示公司正在快速扩张以满足旺盛的市场需求,这为投资者重新评估公司的看涨论点提供了保证 [4] - 公司高管警示投资者要谨慎对待那些"以利润为驱动"的做空报告,并强调公司愿意提供详细的数据支持 [6] 公司概况 - GigaCloud是一家B2B电商平台,专注于家具等行业的供应链服务 [3] - 公司的SFR模式有助于提升供应链效率,并带动公司快速扩张仓储网络至42个 [4] - 公司活跃买家数近5.5万,人均交易额增长27%至16.5万美元 [4] - 公司推出品牌服务,帮助家具经销商降低品牌建设成本,增强平台粘性 [4] 行业情况 - 公司CEO表示市场需求旺盛,公司正在快速扩张以满足需求 [4] 投资评级 - 尽管遭遇做空报告冲击,但GCT股价仍保持在25美元以上的强支撑位,显示出较强的抗跌能力 [2] - 公司动量指标保持"A+"级,表明看涨偏好依然存在 [2][7] - 建议维持买入评级,但投资者需谨慎对待可能存在利益驱动的做空报告 [7]
2 Stocks in Focus As New Analysts Initiate Coverage
ZACKS· 2024-06-20 20:15
New analyst coverage greatly benefits investors by providing comprehensive data on stocks for an informed investment decision. Analysts possess information crucial for investors, and their insights are highly valued. Without them, stocks may be misinterpreted and potentially mispriced.Recently, several stocks, including GigaCloud Technology Inc. (GCT) and Global Ship Lease, Inc. (GSL) , have caught the attention of analysts, signaling potential value and growth opportunities for investors.Analysts do not ra ...
How to Find Great Under-the-Radar Stocks to Buy
ZACKS· 2024-06-19 03:56
The Nasdaq and the S&P 500 hit fresh highs to start a holiday-shortened trading week. The bulls continue to look ahead to impressive earnings growth and Fed rate cuts.Despite the possibility of near-term pullbacks, the last several years highlight why investors must attempt to stay exposed to the market at all times. Those who want to buy stocks in June and the rest of the summer might consider searching for stocks gaining more attention from Wall Street.The concept is simple: analysts are more inclined to ...