寻找被低估的小盘工业股
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正在将部分资金转移到工业板块，特别是寻找交易价格低于内在价值的小盘公司。标准包括稳健的资产负债表、持续的自由现金流生成以及清晰的增长或利润率扩张路径。你们筛选中有没有出现过具体的公司名称？
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?
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