Motif－美股汽车行业跟踪研究组合

发布于: 修改于:雪球转发：2回复：5喜欢：11
时间：2014年10月16日

在Motif上弄一个汽车行业的组合玩玩，目前美国汽车经销商股价“看起来”有点在高位，正好和国内反着，不过估值粗看好像差不多。

组合涵盖传统Dealerships, 二手车，物流，厂商，新兴互联网公司以及后市场服务。

这个纯属个人研究跟踪用，个人不会真这么配置股票的，准备大概跟踪10个，定期增减，

不过我看了下走势估计这组合收益一般。




$TrueCar(TRUE)$ $通用汽车(GM)$ $Carmax(KMX)$ $AutoNation(AN)$ $潘世奇汽车(PAG)$ $Mobileye(MBLY)$ $CH罗宾逊全球物流(CHRW)$ $LKQ CORP(LKQ)$ $赫兹(HTZ)$


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@刺猬偷腥 @李妍 @我是_一级棒 @回眸一笑白眉生 @qwer惠星

全部讨论

美股新手
2014-10-28 21:50

$AutoNation(AN)$

AutoNation  Reports All-Time Record Quarterly EPS from Continuing Operations


• EPS from continuing operations an all-time record $0.90, up 20% compared to the year-ago period

• Total revenue of $4.9 billion, up 10% compared to the year-ago period, increasing across all major business sectors; operating income of $207 million, an increase of 11% compared to the year-ago period

• Total retail new and used vehicle unit sales are up 8% compared to the year-ago period

• AutoNation completed acquisition of Mercedes-Benz, Audi, Porsche, and Volvo stores in Seattle-Bellevue, Washington and today announced the award of a new Porsche franchise in Orange County, California

• In 2014, AutoNation has repurchased 8% of its outstanding shares; AutoNation today announced that the Board of Directors increased share repurchase authorization by $250 million

很不错的业绩，这种行业的能20% EPS增长，虽然有回购的影响，也还是不错。

30号看看$Carmax(KMX)$ 的

qwer惠星
2014-10-16 12:43

为啥不跟踪中国的呢？

刺猬偷腥
2014-10-16 12:19

面面俱到，但平均PE挺高。