To The Moon

On November 14, $Walt Disney(DIS)$ reported its fiscal 2024 fourth quarter financial results, which exceeded market expectations overall and is gradually regaining growth momentum after a challenging period.Financial performance vs. expectationsSpecific financials are as follows:Total revenue: $22.57 billion, up 6% year-over-year, beating estimates of $22.35 billion;Adjusted EPS: $1.14, beating estimates of $1.10;Streaming business: revenue up 15 percent to $5.78 billion, operating profit of $321 millionMotion Picture: Earnings of $316 million, a turnaround from a year ago.Guidance: Adjusted EPS is expected to grow in the "high single digits" in 2025, beating market expectations of 4%, and earnings growth should reach double digits in 2026 and cont

$Micron Technology(MU)$  Discounted stock with strong forecast and fundamentals at a forward P/E of 11.14 compared to NVDA forward P/E of 42.71 Market is losing steam from buying too much bitcoin over the week. Micron with the previous strong quarter revenue and forecast, the need for memory chips for AI memory remains strong especially when Nvidia has pushed SK for faster production. Based on past trading record, there aren’t any other factors that affects the short and long term prospect of Micron. This dip is a good buying opportunity with a strong reversal by next week. Technically analysis is not just about looking at one indicator. And also the fact that whenever MU breaks below MA50 after a strong earnings, it

As one of the more "resilient" Chinese stocks in this rally, $Bilibili Inc.(BILI)$ has naturally attracted investors with a greater appetite for risk, and the market's expectations for the company's performance were quite full, leading to strong trading.However, on November 14th after the announcement of Q3 results, the company fell 12.6%, to some extent, is the early pricing of funds due to high expectations, at the same time, the market on the uncertainty of future performance, the company continued to maintain high growth is still a concern.Investors are generally concerned about management's articulation of its future growth strategy in the conference call, and how it will respond to the increasingly competitive market.Really, from a performan

$Mapletree Ind Tr(ME8U.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue, NPI, distribution to unitholders, and DPU have improved YoY mainly due to contributions from the Osaka Data Centre acquired in September 2023 and better performance across the portfolio. Distribution declared by joint venture has declined significantly YoY due to higher borrowing costs. All in all, the amount available for distribution and DPU have improved slightly YoY amid the similar distribution from divestment gain. Rental Reversion The weighted average rental reversion is at 10.7%.  Acquisition On 29 October, MIT completed the acquisition of a second property in Japan.  Asset Enhancement Initiative Year to date, sol

Major indices moved lower on Thursday (14 Nov) with losses across the board.We saw S&P 500 went down by 0.60%, NASDAQ declined 0.64% and DJIA dropped 0.47%, while Russell 2000 underperformed with a 1.4% loss. This sluggish stretch for the U.S. stock market continued after a big post-election rally. The selling was driven by normal consolidation efforts after a significant run in equities following the election. Despite the losses, the Russell 2000 remains 3.4% higher than its close before the election results. Economic Data On Thursday Morning Fuel Ongoing Profit-Taking Activity Thursday morning’s economic data like the wholesale prices and jobless claims which came in largely as expected. October Producer Price Index (PPI) indicated rising inflation at the wholesale level, while weekl

On Thursday (14 Nov), stocks experienced a slight pullback, with the S&P 500 closing 0.60% lower. The market has continued to fluctuate after its record-breaking rally fueled by the presidential election and an FOMC interest rate cut. Probabilities For Dec Rate Cut Of 25 Basis Point Drop Significantly Data on Thursday (14 Nov) Morning on wholesale prices and jobless claims came in largely as expected. Federal Reserve Chair Jerome Powell, in his first appearance since the central bank cut its benchmark rate last week, expressed confidence inflation would continue to decline toward the Fed's target, but that the path would be "sometimes bumpy." The economy, he added, "is not sending any signals that we need to be in a hurry to lower rates." If we looked at the FedWatch, the probabilities

$Walt Disney(DIS)$ recently reported its fiscal fourth-quarter earnings, narrowly beating analyst expectations. The entertainment giant posted adjusted earnings per share (EPS) of $1.14, surpassing the forecast of $1.10. Revenue came in at $22.57 billion, slightly above the expected $22.45 billion. Although these numbers suggest a modest improvement, my analysis suggests that the underlying issues with Disney remain unresolved, making it a challenging investment prospect moving forward. Disney’s entertainment segment showed impressive growth this quarter, with revenue increasing by 14% year over year to $10.83 billion. The company capitalized on a strong box office performance over the summer, led by Pixar’s Inside Out 2, which became the highest-g