ZS: The best is yet to come

  • 增長: 👍👍👍👍👍👍👍
  • 估值: 👍👍👍👍👍
  • 競爭力: 👍👍👍👍👍👍
  • 7👍為最高
  • 估計1年內股價升幅: 45% to 70%
  • 業務簡介: 雲端網絡安全解決方案
  • ZS交出很好的22年度首季(7月份年結)季績,營業額按年增62%至2.3億美元(我原本預期為增57%至2.23億美元),亦較management guidance 高出8.7%。經營利潤率雖稍為回落,但自由現金流顯著改善。更重要的是,管理層開出的 guidance很進取: 2Q的營業額指引為2.42 億美元,以”稍低”的 guidance beat 6%計算,第2季的營業額將達2.57億美元,按年增長再加速至63%。

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2 thoughts on “ZS: The best is yet to come

  1. Hi Yu sir, will you care about those stocks with Insider like CFO or Director selling their stocks even after the announcement of good quarterly report ?

    • It pretty depends. CEO/Director selling does not necessary imply bearish. Management compensation of US companies is pretty much tied to stock based compensation. Hence their share sales may come only out of financial needs. How I intrepret Director share sales depends on my conviction on the Company and the share sales volume.

      I just checked the SEC filing of ZS but did find any major shareholder share sales. Right?

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