$BALL · Value Investing with Sven Carlin, Ph.D. · 2026-11-10
AI 摘要 · Value Investing with Sven Carlin, Ph.D.
BALL 估值合理，远期市盈率约 16 倍，只要其发展轨迹保持，就仍然可以；回购、经营杠杆和销量增长支撑 10% 的盈利增长目标。冲击可能造成大幅亏损，这是这类企业的典型风险。
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Value Investing with Sven Carlin, Ph.D.发布 2026-11-10 · 1 段内容
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Ball，做啤酒和可乐的铝罐，定价合理。远期市盈率是16左右。所以只要它这样走下去，就没问题。他们在回购股票。他们有经营杠杆，有一些销量增长，目标是盈利增长10%。只要这样走下去，一切都好。
如果出现一些冲击，那就会损失很多，这始终是这类企业的风险。
Ball your aluminum cans for the beers and colas fairly priced. P ratio forward is 16 something like that. So as long as it goes, it is okay. They are buying back shares. Uh they are operating leverage some volume growth and their target is to grow earnings 10%.
As long as it goes like that, everything is well. If there are some shocks, then a lot is lost, which is always the risk with these kinds of businesses.
这个频道对 $BALL 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 2 条判断，这里只列相邻的几条。