2022年7月8日

新!遵循这个作者经验来改善你的内容。得到它!得到它!位置降低了72.17%。曼联公布1.528亿英镑的收入,净亏损2770万英镑。公司看到了创纪录的全球会员销售和季票更新。罗恩男爵(交易,投资组合),男爵资本管理领袖本周早些时候透露他的公司削减投资曼联PLC (MANU大师的总部位于纽约的公司实现了一个自下而上的研究过程发现中小成长型企业的机会和巨大的竞争优势长期投资,而他们在有吸引力的价格交易。男爵,他管理资产基金,男爵男爵增长基金和男爵伙伴基金,也因忽视短期市场波动,特别是当他认为最根本的原因购买股票并没有改变。第一季度减少了位置,GuruFocus实时挑选,溢价功能基于13 d和13 g文件,显示英国男爵出售了403万股基于公司6月30日,影响股票投资组合的-0.11%。 The stock traded for an average price of $11.12 per share on the day of the transaction. The firm now holds 1.5 million shares of Manchester United total, which represent 0.04% of the equity portfolio. GuruFocus data shows Baron has lost an estimated 10.52% on the investment since establishing it in the fourth quarter of 2012. MORE FOR YOU The GF Value Line suggests the stock is a possible value trap currently. GuruFocus.com Additionally, its GF Score is low at 67 out of 100, suggesting the stock has poor future performance potential. The company received high points for GF Value, middling marks for profitability and momentum and low ranks for financial strength and growth. The GF Score indicates the company will likely have poor future performance. GuruFocus.com The company reported its third-quarter 2022 results on May 26, posting 152.8 million pounds ($183.4 million) in revenue and a net loss of 27.7 million pounds, or 17.01 pence per share. Manchester United's earnings and revenue growth. GuruFocus.com In a statement, CEO Richard Arnold noted Manchester United’s revenue has “continued to recover from the pandemic, reflecting the enduring strength of our commercial operations, which in turn support our ability to continue to invest in the Club.” In addition to reporting record global membership sales for the 2021-22 season, the company saw record renewals of season tickets and executive club memberships for the 2022-23 season. Arnold also commented on the “disappointing season for the men’s first team,” in which it placed sixth. “Work is well underway to address this, led by our Football Director, John Murtough and our new manager, Erik ten Hag,” he said, “Resilience and high standards are core values for Manchester United, and we are determined to achieve better results next season and beyond.” GuruFocus rated Manchester United’s financial strength 3 out of 10. In addition to debt-related ratios that are underperforming versus other diversified media players, the low Altman Z-Score of 0.67 warns the company could be at risk of bankruptcy if it does not improve its liquidity position. The company’s profitability fared a bit better with a 5 out of 10 rating, though its margins and returns are negative and underperform a majority of competitors. Manchester United is also supported by a moderate Piotroski F-Score of 4 out of 9, meaning conditions are typical for a stable company. The predictability rank of one out of five stars, however, is on watch as a result of declining revenue per share. GuruFocus research found companies with this rank return an average of 1.1% annually over a 10-year period. John Rogers ( Trades , Portfolio ) is the company’s largest guru shareholder with a 7.54% stake. Jim Simons ( Trades , Portfolio )’ Renaissance Technologies also has a position in Manchester United. Portfolio composition and performance Baron’s $40.74 billion equity portfolio, which was composed of 387 stocks as of March 31, is most heavily invested in the consumer cyclical, technology and financial services sectors. Ron Baron's portfolio composition by sector. GuruFocus.com The 13F filing for the first quarter of 2022 showed other diversified media stocks the guru held included Liberty Formula One Group ( FWONK , Financial ), Madison Square Garden