Unlock Profits with Singapore Airlines: Post-Earnings Trading Ideas
$SIA(C6L.SI)$ Singapore Airlines (SIA), a leading global carrier, is scheduled to announce its third-quarter earnings for the fiscal year ending March 2025 on February 20, 2025, before market opening. As at time of writing on February 19, 2025, the stock is trading at S$6.40. Analyst Expectations Analysts project a core net profit of S$550 million to S$600 million for the October-December 2024 quarter (3QFY3/25F), marking an improvement from the S$367 million average per quarter in the first half of FY25. This positive outlook is attributed to several key factors: Decline in Jet Fuel Prices: A reduction in fuel costs is expected to enhance profitability. Seasonal Passenger Demand: The holiday season typically boosts passenger traffic and yields.
TigerGPT Upgrades with DeepSeek-R1! What AI Features Do I Want?
Exciting to see TigerGPT upgrading with the DeepSeek-R1 model! AI-powered tools have become a game changer for investors like me, and I’m looking forward to seeing how TigerGPT can evolve. Here are my thoughts: Market Trends Analysis: TigerGPT could greatly assist in analysing market trends by providing real-time insights with predictive analytics. I’d love to see it offer more nuanced sentiment analysis by incorporating social media trends, news sentiment, and historical performance correlation, helping to spot market shifts early. Portfolio Optimization: As someone who focuses on both fundamental and technical analysis, I would appreciate if TigerGPT could help identify sectors or stocks that align with my risk tolerance and growth preferences, while also providing suggestions on optimal
Is Genting Singapore Set to Soar? Leverage Your Gains with DLCs Post-Earnings
$Genting Sing(G13.SI)$, a leading integrated resort and casino operator, is set to announce its fourth-quarter earnings on February 20, 2025, before market opening. As of February 17, 2025, the stock is trading at S$0.78. Analyst Expectations Analysts forecast a modest earnings per share (EPS) of S$0.02 for Q4 2024, a slight increase from the S$0.01 reported in the same quarter last year. Key Drivers Positive Factors: New Attractions: The recent opening of the Minion Land at Universal Studios Singapore on February 14, 2025, is expected to boost visitor numbers and spending. Stable Gaming Revenue: The casino segment continues to perform well, contributing significantly to overall revenue. Negative Factors: Economic Uncertainty: Global economic ch
Alibaba's Earnings on the Horizon: 3 Bold Options Trades to Make Ahead of the Big Reveal!
$Alibaba(BABA)$ is scheduled to announce its financial results for the quarter ending December 31, 2024, on February 20, 2025, before the U.S. market opens. Company Guidance and Analyst Forecasts In its Q2 2025 earnings call, Alibaba reported a 5% increase in consolidated revenue to RMB 236.5 billion, with a 9% decline in non-GAAP net income to RMB 36.5 billion. The company highlighted record-high monthly active consumers on Taobao and Tmall, strong international e-commerce growth, and a 7% revenue increase in its cloud segment, driven by AI-related products. Additionally, the International Digital Commerce Group (AIDC) achieved 29% revenue growth, primarily due to cross-border business expansion. The successful completion of a $10 billion share r
NVDA Earnings Bombshell: Can $138.85 Spark a Massive Post-Release Rally or Crash?
As we approach $NVIDIA(NVDA)$ ’s Q1 2025 earnings release on February 26, 2025 (after market close), the market is abuzz with anticipation. For those of us deeply embedded in the US tech sector, NVIDIA remains one of our marquee positions. With Q1 ending in January 2025, this earnings report is set to reveal key insights into NVIDIA’s performance amid a rapidly evolving technology landscape. At the close on February 14, 2025, NVIDIA traded at $138.85. Guidance Versus Analysts’ Forecasts Preliminary whispers from management suggest that NVIDIA expects Q1 revenue to reach around $13.2 billion, slightly edging out the consensus forecast of roughly $12.9 billion. Although official numbers are yet to be released, this potential beat is underpinned by s
Walmart’s Ultimate Test: Digital Dominance vs. Inflation – Who Wins the Retail War?
Walmart Inc. (NYSE: WMT) is set to release its annual earnings for the fiscal year ended December 31, 2024, on February 20, 2025, before the market opens. As one of the world’s leading retailers, Walmart’s performance is a critical indicator for the broader consumer sector. Walmart closed at $105.05 on February 13, 2025, a figure that investors will closely monitor as the company navigates evolving market conditions. Guidance vs. Analysts’ Forecasts In recent pre-earnings communications, Walmart’s management has offered guidance that blends cautious optimism with recognition of ongoing macroeconomic headwinds. For FY 2024, management expects revenue to be in the vicinity of $625 billion and non-GAAP earnings per share (EPS) to come in at around $3.15. In contrast, consensus estimates from
Network Power Surge: Can Arista’s 2024 Earnings Propel ANET to Unstoppable Heights?
$Arista Networks(ANET)$ is scheduled to report its fourth-quarter and full-year 2024 earnings on February 18, 2025, after the market close. Covering the fiscal year ended December 31, 2024, investors will be scrutinizing the results against both management’s guidance and consensus analysts’ forecasts. As of the latest close on February 13, 2025, ANET’s share price stood at $109.75. Guidance vs. Analysts’ Forecasts Management has adopted a tone that is both cautiously optimistic and reflective of current market dynamics. For full-year 2024, Arista’s guidance projects revenue in the vicinity of $3.2 billion and non-GAAP earnings per share (EPS) around $3.60. This outlook is broadly in line with consensus estimates from sell-side analysts, who foreca
DBS Hits All-Time High! Is This Just the Beginning for OCBC & UOB?
$DBS Group Holdings(D05.SI)$ has once again made headlines, reaching a record high on Monday following its strong Q4 earnings report and an upgraded 2025 net interest income (NII) outlook. Singapore’s largest bank now expects 2025 NII to slightly exceed last year’s S$15.04 billion, contradicting its previous projection that NII would remain flat. This bullish guidance, combined with a dividend capital return plan, has fuelled investor optimism and propelled DBS stock to new heights. But the key question now is: Can DBS sustain this rally, and will $ocbc bank(O39.SI)$ and $UOB(U11.SI)$ follow suit? Breaking Down DBS’s Strength: Why Is It Soaring? Several fac
HOOD’s Big Reveal: Will Earnings Fuel a Massive Rally or a Brutal Sell-Off?
$Robinhood(HOOD)$ is set to announce its fourth-quarter and full-year 2024 earnings on February 12, 2025, after market close. As of February 12, 2025, the stock is trading at $53.34. Analysts project earnings per share (EPS) of $0.41 and revenue of $934 million for Q4 2024, a significant increase from the $0.03 EPS and $471 million revenue reported in the same quarter of 2023. Key Drivers Positive Factors: Cryptocurrency Trading Surge: The re-election of President Donald Trump has led to expectations of a more crypto-friendly regulatory environment, boosting investor interest in digital assets. Robinhood's cryptocurrency trading revenue is anticipated to have benefited from this trend. Product Expansion: Robinhood has diversified its offerings by
China’s AI Power Play: Will Apple & Alibaba Dominate or Disappoint?
$Apple(AAPL)$ and $Alibaba(BABA)$ are reportedly collaborating on AI-powered features for China’s iPhone market. The news has driven both stocks higher, with AAPL rising 2% and BABA gaining 1% yesterday. Meanwhile, Alibaba reached a recent high of $112 following Jack Ma’s visit to its corporate campus on February 11, marking a moment of renewed investor enthusiasm. The implications of this AI partnership could be significant for both companies. With China being a crucial market for Apple and Alibaba’s vast ecosystem providing a unique integration opportunity, investors are now assessing whether this partnership will push stock prices higher or if current gains present a short-term profit-taking opportunit
Gold’s Meteoric Rise: Will It Smash $3,000 and Beyond This Month?
Gold prices have recently surged to unprecedented levels, with spot gold reaching a record high of $2,911.30 per ounce. This remarkable ascent has been fuelled by a confluence of factors, including escalating geopolitical tensions, aggressive trade policies, and robust demand from central banks. Notably, Citi Research has adjusted its short-term (0-3 months) target to $3,000 per ounce, while maintaining its 6 to 12 months target at the same level. Factors Driving the Surge Geopolitical Tensions and Trade Policies: The imposition of 25% tariffs on steel and aluminium imports by the U.S. has heightened concerns over potential trade wars, prompting investors to seek safe-haven assets like gold. Central Bank Demand: Central banks have been accumulating gold reserves at a record pace, with purc
COIN at a Crossroads: Can This Earnings Report Send It to the Moon?
$Coinbase Global, Inc.(COIN)$ is scheduled to report its Q4 2024 earnings on February 13, 2025. Analysts project an 82.2% year-over-year revenue growth, driven by a surge in cryptocurrency trading activities. As of February 11, 2025, COIN is trading at $280.22. Analyst Projections and Price Targets Analysts have set various price targets for COIN, reflecting differing perspectives on its potential performance: Needham & Company: Initially raised their price target to $420 from $375 in December 2024, citing significant retail activity returning to the crypto market. However, in February 2025, they adjusted the target to $330, considering recent downturns in altcoin markets. Oppenheimer: In November 2024, increased their price target to $358 fro
$Reddit(RDDT)$ captured significant attention in the investment community, particularly after its impressive post-earnings surges exceeding 20%. As the company prepares to release its upcoming earnings, investors are keen to assess whether Reddit can replicate such remarkable performance. Recent Financial Performance In the third quarter of 2024, Reddit reported a 68% year-over-year increase in revenue, reaching $348.4 million. The company achieved a net income of $29.9 million, marking its first profitable quarter since going public. Daily active users grew by 47% to 97.2 million, underscoring the platform's expanding reach and engagement. Factors Contributing to Growth Advertising Revenue: Reddit's advertising revenue increased by 56% year-over-
Eli Lilly’s Make-or-Break Moment: Can Blockbuster Drugs Rescue Earnings or Will the Stock Plunge?
$Eli Lilly(LLY)$ is poised to release its earnings report for the year ended December 31, 2024, on February 6, 2025, before the market opens. As a prominent investor in the U.S. healthcare sector, it's crucial to analyse the company's performance, guidance, and the broader market dynamics to make informed investment decisions. Company Guidance vs. Analysts' Forecasts In its latest update, Eli Lilly projected full-year 2024 revenue of approximately $45.0 billion, representing a 32% increase compared to the previous year. However, this figure is about $400 million below the low end of the company's earlier guidance issued in October 2024. The shortfall is attributed to slower-than-anticipated growth in the U.S. incretin market and lower-than-expected
Amazon at a Crossroads: Profit Boom or Cloud Collapse?
I am closely monitoring $Amazon.com(AMZN)$ as it prepares to release its earnings report for the fiscal year ending December 31, 2024, scheduled for February 6, 2025, after market close. This article will delve into Amazon's guidance compared to analysts' forecasts, identify key drivers influencing its performance, assess associated risks and opportunities, and propose two trading strategies with a high probability of profit based on current market conditions. Financial Projections and Analyst Expectations Amazon has provided guidance for fourth-quarter net sales between $181.5 billion and $188.5 billion, indicating a year-over-year growth of 7% to 11%. Analysts are optimistic, with consensus estimates pointing toward revenue of approximately $187
DeepSeek's AI Breakthrough: Is NVIDIA's Reign Over?
The recent developments surrounding DeepSeek's shift away from $NVIDIA(NVDA)$'s CUDA ecosystem have raised significant questions about NVIDIA's competitive advantage in the GPU market. DeepSeek's innovative approach, which bypasses the traditional reliance on CUDA, has led to discussions about the potential erosion of NVIDIA's market dominance. DeepSeek's Approach and Its Implications DeepSeek has achieved a breakthrough by utilizing NVIDIA's assembly-like PTX programming instead of the industry-standard CUDA for certain functions. This method allows for dramatic optimizations, though it requires a deep understanding of low-level programming. By circumventing CUDA, DeepSeek has demonstrated that it's possible to develop high-performance AI models
Alphabet’s High-Stakes Bet: Will AI and Cloud Power GOOGL Past $220 or Trigger a Selloff?
I am closely monitoring $Alphabet(GOOGL)$ as it prepares to release its earnings report for the fiscal year ending December 31, 2024, on February 4, 2025 after market close. Analysts project a 12% year-over-year revenue increase to $96.6 billion and earnings per share (EPS) of $2.12, up from $1.64 in the previous year. Alphabet's stock has demonstrated resilience, recently surpassing the $200 mark and reaching a new high of $204.02. This upward momentum reflects investor confidence ahead of the earnings release. Key Drivers: Advertising Revenue: Google's advertising segment remains a significant revenue contributor. The anticipated 12% revenue growth is largely attributed to sustained demand for digital advertising, driven by businesses' ongoing
Big Tech’s High-Stakes Gamble: Can Microsoft’s Massive CAPEX Fuel AI Domination?
Microsoft Corporation (MSFT) will be releasing its earnings for the six months ending December 31, 2024, on January 29, 2025 after market closes. Let’s analyse Microsoft's guidance and analysts' forecasts to gauge its anticipated performance. A pivotal factor in this analysis is Microsoft's planned $80 billion capital expenditure (CAPEX) for AI-enabled data centres in fiscal year 2025. We will delve into the potential impacts of this substantial investment, balancing the opportunities against the inherent risks, and two trading ideas. Microsoft's Guidance vs. Analysts' Forecasts In its recent communications, Microsoft projected revenue for the December 2024 quarter to be between $68.1 billion and $69.1 billion, with an implied operating margin of approximately 44% at the midpoint. This gui
Trump’s Stargate Plan: Will AI Stocks Like NVIDIA Skyrocket?
President Donald Trump's recent announcement of the Stargate initiative—a $500 billion investment in artificial intelligence (AI) infrastructure—has ignited discussions across the investment community. This ambitious plan, involving partnerships with industry leaders like OpenAI, Oracle, and SoftBank, aims to bolster the U.S. position in the AI sector. However, questions surrounding the project's funding and feasibility have led to mixed reactions in the market. Given these developments, investors are contemplating whether now is the opportune moment to increase exposure to AI stocks. Let’s analyse the potential impact of the Stargate initiative on the AI industry, my target price for $NVIDIA(NVDA)$, and two trading ideas. The Stargate Initiative: