๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio
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Ardelyx, Inc. (ARDX)
์‹œ๊ฐ€์ด์•ก: 1.30B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Biotechnology_Pharmaceutical_Preparations
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.ardelyx.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: 73.2M / 55.03M / 33.0% / 227.8% / 59.1%
2403: 46.02M / -- / -- / 304.8% / 33.9%
2312: 34.36M / -- / -- / -- / -39.1%
2309: 56.39M / -- / -- / -- / 152.5%
2306: 22.33M / -- / -- / -- / 96.4%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: -0.07 / -0.11 / 36.4% / 12.5% / 36.4%
2403: -0.11 / -- / -- / 15.4% / --
2312: -- / -- / -- / -- / --
2309: 0.03 / -- / -- / -- / 137.5%
2306: -0.08 / -- / -- / -- / 38.5%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 124.46M(138.6%) / -0.3(28.6%)
2212: 52.16M(416.6%) / -0.42(72.4%)
2112: 10.1M(33.4%) / -1.52(-44.8%)
2012: 7.57M(--) / -1.05(--)

#ARDX

- ์‚ฌ์—…์š”์•ฝ: Ardelyx, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines to treat gastrointestinal and cardiorenal therapeutic areas in the United States and internationally. The company's lead product candidate is tenapanor f...
Ardelyx, Inc. (ARDX)
์‹œ๊ฐ€์ด์•ก: 1.39B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Biotechnology_Pharmaceutical_Preparations
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.ardelyx.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 98.2M / 86.64M / 13.3% / 74.1% / 34.2%
2406: 73.2M / 55.03M / 33.0% / 227.8% / 59.1%
2403: 46.02M / -- / -- / 304.8% / 33.9%
2312: 34.36M / -- / -- / -- / -39.1%
2309: 56.39M / -- / -- / -- / 152.5%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 0.0 / -0.05 / 100.0% / -100.0% / 100.0%
2406: -0.07 / -0.11 / 36.4% / 12.5% / 36.4%
2403: -0.11 / -- / -- / 15.4% / --
2312: -- / -- / -- / -- / --
2309: 0.03 / -- / -- / -- / 137.5%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 124.46M(138.6%) / -0.3(28.6%)
2212: 52.16M(416.6%) / -0.42(72.4%)
2112: 10.1M(33.4%) / -1.52(-44.8%)
2012: 7.57M(--) / -1.05(--)

#ARDX

- ์‚ฌ์—…์š”์•ฝ: Ardelyx, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines to treat gastrointestinal and cardiorenal therapeutic areas in the United States and internationally. The company's lead product cand...
11์›” 1์ผ ๊ธˆ์š”์ผ ๊ฐ€์ด๋˜์Šค ์ƒํ–ฅ ๊ธฐ์—… ์ •๋ฆฌ

1. Peloton Interactive, Inc. (#PTON)
- ๊ตฌ๋…์ž ์„ฑ์žฅ๊ณผ ํ”Œ๋žซํผ ํ™•์žฅ ๋ชฉํ‘œ

2. Travere Therapeutics, Inc. (#TVTX)
- IgAN ์น˜๋ฃŒ์ œ๋กœ ์„ฑ์žฅ ์ค‘

3. IDACORP, Inc. (#IDA)
- ๊ณ ๊ฐ ์ฆ๊ฐ€ ๋ฐ ์š”์œจ ์กฐ์ • ์ด์ต

4. Itron, Inc. (#ITRI)
- 3๋ถ„๊ธฐ ์šด์˜ ๋ชจ๋ฉ˜ํ…€ ์œ ์ง€ ์„ฑ๊ณผ

5. Bristol Myers Squibb (#BMY)
- ์ฃผ์š” ํŒŒ์ดํ”„๋ผ์ธ ์ง„์ „๊ณผ ํ˜„๊ธˆ ํ๋ฆ„

6. Leonardo DRS (#DRS)
- ํ•ด์ƒ ๋ ˆ์ด๋” ๊ณ„์•ฝ ์„ฑ์žฅ ๋ชฉํ‘œ

7. Trane Technologies (#TT)
- ์ƒ์—…์šฉ HVAC ์ง€์† ์„ฑ์žฅ ๊ธฐ๋Œ€

8. OneSpaWorld Holdings (#OSW)
- ํ—ฌ์Šค ์›ฐ๋‹ˆ์Šค ์„œ๋น„์Šค ์„ฑ์žฅ ํ™•๋Œ€

9. Kadant Inc. (#KAI)
- ์ˆ˜์š”์™€ ํšจ์œจ์  ์šด์˜ ์ตœ๊ณ  ์‹ค์ 

10. Brinker International (#EAT)
- Chiliโ€™s ๋งค์ถœ ์„ฑ์žฅ๋ฅ  ์ฆ๊ฐ€

11. Norwegian Cruise Line (#NCLH)
- ๋งค์ถœ, ์ˆœ์ด์ต, EBITDA ๊ธฐ๋ก์  ์„ฑ์žฅ

12. Ametek Inc. (#AME)
- AI ์‹œ์žฅ ์„ฑ์žฅ ์ˆ˜ํ˜œ ๊ธฐ๋Œ€

13. Exelixis Inc. (#EXEL)
- CABOMETYX ํŒ๋งค ์ง€์† ์„ฑ์žฅ

14. Rush Street Interactive (#RSI)
- ๋งค์ถœ๊ณผ EBITDA ์—ฐ์† ์ฆ๊ฐ€

15. Weave Communications (#WEAV)
- ๊ณ ๊ฐ ๊ฒฝํ—˜ ๊ฐœ์„ ๊ณผ ์„ฑ์žฅ์ด ๋ชฉํ‘œ

16. GoDaddy Inc. (#GDDY)
- Airo ํ”Œ๋žซํผ ํ™•์žฅ ๊ณ„ํš ๋ฐœํ‘œ

17. ONEOK, Inc. (#OKE)
- ์žฌ์ƒ ์—๋„ˆ์ง€ ์„ฑ๊ณผ์™€ ์ˆ˜์ต ์ฐฝ์ถœ ๊ธฐ๋Œ€

18. Amazon.com, Inc. (#AMZN)
- AI ํˆฌ์ž ํ™•๋Œ€์™€ ์ƒˆ๋กœ์šด ์„œ๋น„์Šค ์ถœ์‹œ

19. Apple Inc. (#AAPL)
- AI ๊ธฐ๋Šฅ ์ถœ์‹œ ์‹ ์ค‘ ์ ‘๊ทผ

20. Corcept Therapeutics (#CORT)
- ์ œํ’ˆ ์„ฑ์žฅ๊ณผ ์žฌ๋ฌด ๊ตฌ์กฐ ๊ฐ•ํ™”

21. Cadence Design Systems (#CDNS)
- AI ์นฉ ์„ค๊ณ„ ์ˆ˜์š” ์ฆ๊ฐ€ ์ „๋ง

22. Halozyme Therapeutics (#HALO)
- ๊ฐ•๋ ฅํ•œ ์„ฑ๊ณผ์™€ ํŒŒ์ดํ”„๋ผ์ธ ํ™•์žฅ ๊ธฐ๋Œ€

23. ChromaDex Corporation (#CDXC)
- Niagen+ ์ œํ’ˆ ํ™•๋Œ€ ๊ณ„ํš

24. ICF International (#ICFI)
- ์—๋„ˆ์ง€ ํšจ์œจ ๋ฐ ์ˆ˜์š” ์ฆ๊ฐ€ ์ „๋ง

25. Grid Dynamics Holdings (#GDYN)
- AI ์†”๋ฃจ์…˜ ์ˆ˜์š” ์ฆ๊ฐ€ ์˜ˆ์ƒ

26. Avis Budget Group (#CAR)
- ๋น„์šฉ ์ ˆ๊ฐ๊ณผ ์ฐจ๋Ÿ‰ ์ตœ์ ํ™” ์ „๋žต

27. Ingersoll Rand (#IR)
- ์žฅ๊ธฐ ์„ฑ์žฅ ๋ชฉํ‘œ์™€ ์ž๋ณธ ํˆฌ์ž

28. AES Corporation (#AES)
- ์žฌ์ƒ ์—๋„ˆ์ง€ ๋ฐ ๋ฐ์ดํ„ฐ ์ˆ˜์š” ์„ฑ์žฅ

29. MasTec, Inc. (#MTZ)
- ๋งค์ถœ ์ฆ๊ฐ€์™€ ๋ฐฑ๋กœ๊ทธ ๊ฐ•๋ ฅ ๊ธฐ๋Œ€

30. Sonoco Products Company (#SON)
- ํฌ์žฅ ์ˆ˜์š” ์ฆ๊ฐ€์™€ ์ด์ต๋ฅ  ๊ฐœ์„ 

31. Dorman Products, Inc. (#DORM)
- ์˜ˆ์ƒ๋ณด๋‹ค ๋†’์€ ์ˆ˜์ต ์„ฑ์žฅ ๋‹ฌ์„ฑ

32. Ardelyx, Inc. (#ARDX)
- IBSRELA, XPHOZAH ์„ฑ๊ณผ ์ง€์†

33. Curtiss-Wright Corporation (#CW)
- ํ•ญ๊ณต์šฐ์ฃผ ์ˆ˜์š” ๋ฐ ์ฃผ๋ฌธ ์ฆ๊ฐ€

34. Interface, Inc. (#TILE)
- ์ „๋žต ํ†ตํ•ด ์ˆ˜์ต์„ฑ ์ฆ๊ฐ€ ๊ธฐ๋Œ€

35. AdvanSix Inc. (#ASIX)
- ๋‹ค์–‘ํ•œ ์ œํ’ˆ ํฌํŠธํด๋ฆฌ์˜ค๋กœ ์„ฑ์žฅ

36. Butterfly Network, Inc. (#BFLY)
- ์ „๋žต์  ์„ฑ์žฅ๊ณผ ์ผ๊ด€๋œ ์„ฑ๊ณผ ๊ฐ•์กฐ

37. Cardinal Health, Inc. (#CAH)
- ์šด์˜ ๊ฐ•์ ์œผ๋กœ ํšŒ๊ณ„์—ฐ๋„ ์ „๋ง ์ƒํ–ฅ

38. Charter Communications, Inc. (#CHTR)
- ๊ณ ๊ฐ ๊ฐ€์น˜์™€ ๊ฒฝ์Ÿ ์šฐ์œ„ ํ™•๋ณด

39. Dominion Energy, Inc. (#D)
- ์•ˆ์ „ ๊ด€๋ฆฌ์™€ ๊ณ ๊ฐ ๋น„์šฉ ํšจ์œจ์„ฑ

https://naver.me/xLWhhPKJ
Forwarded from TNBfolio
[24๋…„ 11์›” 11์ผ]

1. ํ•ด์™ธ ๋‰ด์Šค

๊ฐ€) ๋‰ด์Šค ์Šคํฌ๋žฉ

- Fed Kashkari, ์ด๋ฏผ์ž ์ถ”๋ฐฉ ๊ฒฝ์ œ ์šฐ๋ ค
- Moody's, ๋ฏธ๊ตญ ์‹ ์šฉ ๋ฆฌ์Šคํฌ ๊ฒฝ๊ณ 
- ํŠธ๋Ÿผํ”„ ๋‹น์„ , ์•„์‹œ์•„ ๊ด€์„ธ ๊ฐ€๋Šฅ์„ฑ ์ƒ์Šน
- ํŠธ๋Ÿผํ”„, ์ค‘๊ตญ์‚ฐ ์ œํ’ˆ ์ถ”๊ฐ€ ๊ด€์„ธ
- Pangestu, ์ค‘๊ตญ ๊ณต๊ธ‰๋ง ๋ณดํ˜ธ์กฐ์น˜ ์˜ˆ์ƒ
- Steve Sosnick, ๊ณตํ™”๋‹น ์‹œ์žฅ ์šฐํ˜ธ์  ๊ธฐ๋Œ€
- Sonal Desai, ๊ทœ์ œ ์™„ํ™” ์ธํ”Œ๋ ˆ์ด์…˜ ์œ„ํ—˜
- Bannister, S&P 500 ํ•˜๋ฝ ๊ฐ€๋Šฅ์„ฑ
- Luzzetti, ํŠธ๋Ÿผํ”„ ์ •์ฑ… ๋ฌผ๊ฐ€ ์ƒ์Šน ์˜ˆ์ƒ
- Woodring, ์ค‘๊ตญ ๊ด€์„ธ ํ•˜๋“œ์›จ์–ด ์ฃผ ํƒ€๊ฒฉ
- Roubini, ํŠธ๋Ÿผํ”„ ์ •์ฑ… ๊ฒฝ์ œ ์œ„ํ—˜์„ฑ
- Gartman, ํŠธ๋Ÿผํ”„ ์ •์ฑ… ์žฌ์ • ๋ถ€๋‹ด ์šฐ๋ ค
- ์—ฐ๋ฐฉ ์˜ˆ์‚ฐ ์œ„์›ํšŒ, ๋ถ€์ฑ„ ์ฆ๊ฐ€ ์˜ˆ์ƒ


https://naver.me/xrS92okL

2. US ๊ธฐ์—… TP ์ •๋ฆฌ

๊ฐ€) ๋“ฑ๊ธ‰ ์ƒํ–ฅ
#AKAM, #AMH, #CBOE, #CSCO, #EPAM, #MLNK, #MRCY, #NTST, #OEC, #OUST, #PINS, #SKT, #UEIC, #UPST, #VLY, #WBD, #WGO, #TSLA, #ANET, #BMY, #ETN, #GEN, #G, #ITW, #IR, #JCI, #NVT, #OTIS, #PH, #TT, #USFD, #VRT, #WSO

๋‚˜) ํˆฌ์ž ๋“ฑ๊ธ‰ ํ•˜ํ–ฅ

#AGL, #ALTM, #ARDX, #ATMU, #BLMN, #CBT, #CE, #GCMG, #IMCR, #MRK, #NOV, #NRDY, #NVR, #PRA, #RVTY, #SMAR, #TDW, #TEM, #VALE, #WHF, #XERS, #AKAM, #CVS, #FLR, #MRNA, #REGN

https://naver.me/xrS92okL


3. ํ•œ๊ตญ ์ €๋… ๋‰ด์Šค (์ „์ฒด ๊ณต๊ฐœ)

* ์ฃผ์š” ๋‚ด์šฉ

๊ด‘๊ตฐ์ œ ํ• ์ธ ์—ฌ๋ ฅ ๋ถ€์กฑ, ๋„์ฟ„์ฆ์‹œ ๋ณดํ•ฉ์„ธ, ์ค‘๊ตญ ๋ฐ˜๋„์ฒด ๋งค์ˆ˜์„ธ
MBK ์˜ํ’, ๊ณ ๋ ค์•„์—ฐ ์ง€๋ถ„ ์ถ”๊ฐ€
๋ฐ˜๋„์ฒด็คพ ๋ฐฐํ„ฐ๋ฆฌ็คพ ์ธ์ˆ˜ ๋…ผ๋ž€, ์ผ๋ณธ ๋ฐ˜๋„์ฒด AI ๋ณด์กฐ๊ธˆ
ํ˜„๋Œ€์ฐจ ์ค‘๊ตญ ์ž์œจ์ฃผํ–‰ ํ˜‘๋ ฅ
๋งˆ์ดํฌ๋กœ์ŠคํŠธ๋ž˜ํ‹ฐ์ง€ ๋น„ํŠธ์ฝ”์ธ ๋Œ€๊ทœ๋ชจ ๋งค์ˆ˜
ํ•œ๊ตญ ์˜๋ฃŒAI ๋ฏธ๊ตญ ๋„์ „, K๋ฐ”์ด์˜ค ๋งค์ถœ ๋ฏธ๋‹ฌ, ๋ฉ”๋””ํ†ก์Šค ์œ ๋Ÿฝ ํ˜ธ์กฐ, ์ƒคํŽ˜๋ก  ๋ฐ”์ด์˜ค ์œ ๋Ÿฝ ๊ธฐ์ˆ ์ด์ „
๋‘”์ดŒ ์ž…์ฃผ ์•ž๋‘๊ณ  ์ถ”๊ฐ€ ๋น„์šฉ

https://naver.me/Fnm9lu8Z


* ํ•ด์™ธ ์‹œํ™ฉ์€ ๋งค์ผ ์•„์นจ ํ”„๋ฆฌ๋ฏธ์—„ ์ปจํ…์ธ ๋ฅผ ํ†ตํ•ด ํ”ผ๋”ฉ ๋“œ๋ฆฌ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

* TNBfolio ๋„ค์ด๋ฒ„ ์ปจํ…์ธ  ํ”„๋ฆฌ๋ฏธ์—„์—์„œ ์ œ๊ณตํ•˜๋Š” ์ž๋ฃŒ์ด๋ฉฐ ๋™ ์ž๋ฃŒ๋Š” ๊ณ ๊ฐ์˜ ์ฆ๊ถŒ ํˆฌ์ž ๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
๋งํฌ๋ฅผ ํด๋ฆญ ํ•˜์‹œ๋ฉด ๊ตฌ๋… ์‹ ์ฒญ ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
Ardelyx, Inc. (ARDX)
์‹œ๊ฐ€์ด์•ก: 1.50B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Biotechnology_Pharmaceutical_Preparations
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.ardelyx.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 116.13M / 108.58M / 7.0% / 238.0% / 18.3%
2409: 98.2M / 86.64M / 13.3% / 74.1% / 34.2%
2406: 73.2M / 55.03M / 33.0% / 227.8% / 59.1%
2403: 46.02M / -- / -- / 304.8% / 33.9%
2312: 34.36M / -- / -- / -- / -39.1%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 0.02 / 0.01 / 100.0% / -- / --
2409: 0.0 / -0.05 / 100.0% / -100.0% / 100.0%
2406: -0.07 / -0.11 / 36.4% / 12.5% / 36.4%
2403: -0.11 / -- / -- / 15.4% / --
2312: -- / -- / -- / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 124.46M(138.6%) / -0.3(28.6%)
2212: 52.16M(416.6%) / -0.42(72.4%)
2112: 10.1M(33.4%) / -1.52(-44.8%)
2012: 7.57M(--) / -1.05(--)

#ARDX

- ์‚ฌ์—…์š”์•ฝ: Ardelyx, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines to treat gastrointestinal and cardiorenal therapeutic areas in the United States and internationally. The company's lead...
Ardelyx, Inc. (ARDX)
์‹œ๊ฐ€์ด์•ก: 1.31B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Biotechnology_Pharmaceutical_Preparations
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.ardelyx.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 74.11M / 78.09M / -5.1% / 61.0% / -36.2%
2412: 116.13M / 108.58M / 7.0% / 238.0% / 18.3%
2409: 98.2M / 86.64M / 13.3% / 74.1% / 34.2%
2406: 73.2M / 55.03M / 33.0% / 227.8% / 59.1%
2403: 46.02M / -- / -- / 304.8% / 33.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.17 / -0.11 / -54.5% / -54.5% / -950.0%
2412: 0.02 / 0.01 / 100.0% / -- / --
2409: 0.0 / -0.05 / 100.0% / -100.0% / 100.0%
2406: -0.07 / -0.11 / 36.4% / 12.5% / 36.4%
2403: -0.11 / -- / -- / 15.4% / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 124.46M(138.6%) / -0.3(28.6%)
2212: 52.16M(416.6%) / -0.42(72.4%)
2112: 10.1M(33.4%) / -1.52(-44.8%)
2012: 7.57M(--) / -1.05(--)

#ARDX

- ์‚ฌ์—…์š”์•ฝ: Ardelyx, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines to treat gastrointestinal and cardiorenal therapeutic areas in the United States and intern...