Value Investing with Sven Carlin, Ph.D. 对 $WHR 的判断变化

2026-10-12看跌
《Whirpool WHR Stock - A Story of Buybacks, Leverage, Management & Bankruptcy Next...》
Whirlpool 的风险回报比很差:靠债务融资回购,70 亿美元债务以 7.5% 再融资,而此前为 1% 至 1.5%,惠誉评级 BB- 且展望负面。它无法重回疫情期间的利润水平;在利息上升后,正常化利润可能只有 2 亿美元。它需要在十二个月内迎来美国住房市场复苏才能存活;否则债券持有人可能接管。

关于Whirlpool有很多评论,这说明有大事正在发生。如果看股价,它在过去几年里已经下跌了近90%。我以前从未对Whirlpool做过深入分析。它一直在我可能想买入的股票名单上,我在那里提到过它。

There are a lot of comments about Whirlpool, which means something big is going on. If you look at the stock price, it has fallen by nearly 90% over the past few years. I have never before conducted an in-depth analysis of Whirlpool.

It was always on the list of stocks you might want to buy, and I mentioned it there.