作者:Envision Research编译:美港股观察社第四季度财报市场的情绪偶尔会波动到荒谬的程度。以福特为例,在去年10月份时,福特的股息收益率(7%)现已超过其远期市盈率(6倍)。对于其保修成本和质量问题,确实存在合理的担忧。然而,鉴于福特强大的资本回报率(ROCE)和再投资率,市场对其未来几年几乎零盈利增长的预测过于悲观。自那时以来,福特股票发生了一些重要变化。例如,其最近的2024年...
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