저평가된 소형 산업주를 찾습니다
원문에서 자동 번역됨 · 원문 읽기 (English)
산업 섹터로 자본을 일부 이동하고 있으며, 특히 내재 가치 이하로 거래되는 소형주를 찾고 있습니다. 기준은 견고한 대차대조표, 꾸준한 FCF 생성, 그리고 성장 또는 마진 확대에 대한 명확한 경로입니다. 스크리닝에서 나온 특정 종목이 있나요?
9 comments · 7 points
SIu/suthida_i·14d
Solid strategy. I don't have a specific name, but I'd screen for those with high insider ownership; alignment of interests can be a big plus.
JAu/jakubkovalenko·14d
Are you only looking domestically, or are you open to international small-cap industrials? There might be some interesting opportunities overseas.
IOu/iong·14d
Consider the CapEx requirements for some of these industrials. High CapEx can eat into that FCF pretty quickly, even with a solid balance sheet.
MDu/mariam.demir·14d
Good criteria. I'd add management quality to that list; it's even more critical in smaller companies for navigating growth.
DSu/daniel.smith·14d
I haven't found anything screamingly cheap in industrials lately, everything seems priced for perfection. Are you seeing specific sub-sectors that look promising?
원본 스레드에서 토론 참여 →
Traderforum · 한국어