Alexey Bakharev The global shipping market is among the most interesting today because it, for the most part, is positively impacted by generally bad news. That is to say that shipping, particularly commodity shipping, benefits from the increased strain in geopolitical relations and tepid global economic conditions. After over a decade of poor performance, most shipping stocks have doubled, tripled, or more from their previous lows. One notable example is Ardmore Shipping (NYSE:ASC), which recently shot up ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May10th:Sprouts Farmers Market (SFM) : This company which operates in a highly fragmented grocery store industry, has a unique model that features fresh produce, foods section, and a vitamin department focused on overall wellness, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.Sprouts Farmers Market’s shares ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, May 10th:Ardmore Shipping (ASC) : This company which provides seaborne transportation of petroleum products and chemicals worldwide to oil majors, national oil companies, oil and chemical traders, and chemical companies, as well as in other areas in Colombia and northern Peru, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 14.2% over the last 60 days.This Zacks Rank #1 ...

文章核心观点 - 过去一个月阿登莫尔航运公司股价上涨30.1%，年初至今涨幅达44.4% ，表现优于行业 ，公司盈利超预期且估值指标良好 ，Zacks排名为2（买入） ，未来股价有潜力 ，行业内柯比公司表现也不错 [1][2][5] 股价表现 - 过去一个月阿登莫尔航运公司股票上涨30.1% ，上一交易日触及52周新高20.52美元 ，年初至今涨幅44.4% ，而Zacks运输板块涨幅为0% ，Zacks运输 - 航运行业回报率为13.8% [1] - 柯比公司过去一个月股价上涨15.9% [6] 业绩情况 - 阿登莫尔航运公司过去四个季度盈利均超预期 ，2024年5月8日财报显示每股收益0.92美元 ，超预期0.87美元 ，营收超预期2.95% [2] - 本财年阿登莫尔航运公司预计每股收益2.72美元 ，营收2.5187亿美元 ，每股收益变化0.37% ，营收变化 - 4.62% ，下一财年预计每股收益1.68美元 ，营收1.9209亿美元 ，同比分别变化 - 38.24%和 - 23.73% [2] - 柯比公司上季度盈利强劲 ，超预期22.68% ，本财年预计每股收益5.22美元 ，营收32.6亿美元 [6] 估值指标 - 阿登莫尔航运公司价值评分为B ，增长和动量评分均为C ，综合VGM评分为B [3] - 阿登莫尔航运公司当前本财年每股收益估计市盈率为7.5倍 ，低于同行行业平均的8.1倍 ，基于过去现金流的市盈率为5.8倍 ，高于同行平均的3.3倍 [4] - 柯比公司目前远期市盈率为22.04倍 ，市现率为14.22倍 [6] 排名情况 - 阿登莫尔航运公司Zacks排名为2（买入） [5] - 柯比公司Zacks排名为1（强力买入） [6] 行业情况 - 运输 - 航运行业处于所有行业前33% ，为阿登莫尔航运公司和柯比公司提供了有利条件 [6]

财务数据和关键指标变化 - 公司在第一季度实现了38美元的调整后每股收益,较上年同期大幅增长 [7] - 公司MR船舶在第一季度的日均收益为38,400美元,第二季度已上升至40,500美元,已有60%的航次被预订 [7] - 公司化学品船舶在第一季度的日均收益为29,100美元,第二季度已上升至39,000美元,已有60%的航次被预订 [7] 各条业务线数据和关键指标变化 - 公司MR船舶和化学品船舶的收益均呈现出强劲的增长态势 [7] - 公司正在通过出售旧船并购买更节能环保的新船来提升船队性能和减少碳排放 [13] 各个市场数据和关键指标变化 - 受益于地缘政治因素和供需格局的改善,公司所处的成品油和化学品航运市场持续保持强劲 [10][11] - 成品油航运需求增长得益于欧盟禁运俄罗斯成品油以及巴拿马运河拥堵等因素 [10] - 化学品航运需求也保持良好,受益于全球经济复苏和中国出口配额增加 [11] 公司战略和发展方向及行业竞争 - 公司坚持既往的资本配置政策,在保持股息支付的同时,也在逐步优化船队结构 [12][13] - 公司正在通过减少债务成本、提高运营效率等措施不断降低现金平衡点,增强抗风险能力 [21][23] - 公司正在积极投资安装二代脱硫装置和其他节能环保设备,以提升船队性能和减排 [23] 管理层对经营环境和未来前景的评论 - 管理层对公司所处的航运市场前景保持乐观,认为地缘政治因素和供需格局的改善将持续支撑市场 [10][11] - 管理层表示公司的财务实力和灵活的资本配置政策,将使其能够充分捕捉当前市场机遇 [12][15] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 询问化学品船舶业务的表现以及未来展望 [30][31] **管理层回答** 公司化学品船舶业务表现良好,得益于良好的租船实践和市场环境。公司会根据市场情况灵活调整化学品船舶的投放 [31] 问题2 **Jon Chappell 提问** 询问公司进一步降低现金平衡点的具体措施 [39][40] **管理层回答** 公司正通过出售并回租、进一步减债等多种措施来降低现金平衡点,以提高盈利质量和抗风险能力 [40] 问题3 **Climent Molins 提问** 询问公司在E1 Marine的投资进展情况 [48][49] **管理层回答** 公司在2021年投资了E1 Marine,该公司拥有将甲醇制氢的专有技术。目前E1 Marine正在通过授权许可等方式扩大全球规模,为公司的能源转型计划提供支持 [49]

Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Is Ardmore Shipping (ASC) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Ardmore Shipping is one of 132 companies in the Transportation group. The Transportation group currently sits at #11 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stoc ...

Ardmore Shipping (ASC) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 8. On ...

文章核心观点 - 介绍Ardmore Shipping公司股价表现、即将公布的财报预期、分析师评级及行业排名等情况，为投资者提供投资参考 [1][2][3] 公司股价表现 - 公司上一交易日收盘价为16.89美元，较前一交易日上涨1.62%，涨幅超过标普500指数当日1.02%的涨幅，道指上涨0.4%，纳斯达克指数上涨2.03% [1] - 过去一个月公司股价上涨1.22%，同期运输板块下跌7.09%，标普500指数下跌3.15% [1] 公司财报预期 - 公司将于2024年5月8日公布财报，预计每股收益0.87美元，较上年同期下降16.35%，扎克斯普遍预期营收为7358万美元，较去年同期下降9.91% [1] - 扎克斯普遍预期公司全年每股收益2.72美元，营收2.5187亿美元，较去年分别变动+0.37%和 -4.62% [2] 分析师评级 - 过去一个月扎克斯普遍预期每股收益上调4.82%，公司目前扎克斯评级为2（买入） [3] 公司估值 - 公司目前远期市盈率为6.11，低于行业平均远期市盈率7.59 [3] 行业排名 - 运输 - 航运行业属于运输板块，扎克斯行业排名为50，处于250多个行业的前20% [3] - 扎克斯行业排名通过计算行业内个股的平均扎克斯评级来评估行业实力，研究显示排名前50%的行业表现是后50%行业的两倍 [3]

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock aliv ...