Q3 Earnings Analysis

Hi, Tigers! It's earnings season! Welcome to post your thoughts on the earnings of your favorite companies here. Besides Tiger Coins given, you will also have a chance to win a stock voucher worth up to USD 50!

avatarTiger_Earnings
2023-03-20

🔥Stock Prediction: How will TENCENT close on 23/3 following it's earnings?

Click to vote. Can you predict where $TENCENT(00700)$ will move following their earnings? If you get the right answers, You may divide 1000 Tiger Coins with other Tigers. In addition, you have the chance of winning Tiger Gifts​$TENCENT(00700)$ will report earnings after market close on Wednesday, 22 March 2023. Lets's guess where TENCENT will move following their earnings?​ To set a reminder, please click here​​​💡Highlights of this quarter:Tencent Holdings Ltd.is likely to regain some of its swagger, with rising revenue and Ebitda over
🔥Stock Prediction: How will TENCENT close on 23/3 following it's earnings?
avatarLionel8383
2023-03-20

Nike Q3 Earnings Preview

Nike reports their Q3 earnings on March 21st after the closing bell. Expectations from analysts are: Revenue Estimate: $11.43B +5.18% Y/Y EPS Estimate: $0.54 -38% Y/Y Gross margins have been impacted for the last few quarters due to shipping, logistics, foreign exchange rates, and more recently bloated inventory numbers which have impacted Nike's gross margins in a negative way. Fiscal Quarter Gross Margin Q2 2023 42.9% Q1 2023 44.3% Q4 2022 45% Q3 2022 46.6% Q2 2022 45.9% Q1 2022 46.5% China revenue & EBIT Investors will be looking at China operations on its revenue and EBIT. From a revenue perspective, the China region had been under pressure largely because of China's "zero Covid" policy. In Q1 from a constant currency perspective, sales were down 13% Y/Y. During Q2 Nike saw a
Nike Q3 Earnings Preview
avatarress.coizer
2023-03-14

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kshdkwksjjdkejhzgshabsvgw$First Republic Bank(FRC)$  
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avatar1moredrink
2023-02-24

Intel: Long-term to Buy

Before this dividend cut, Intel had went through extreme measures to reconstruct their business, make it more efficient, and reducing costs while keeping on track for the 5 nodes in 4 yrs. This dividend cut will retain so much capital for Intel on top of their large cash holdings and allow them to make many more investments in order to regain market share. Dying innovation was fueled by the previous CEOs and its delayed reaction is only appearing now. With new investments in Datacenter business (Sapphire Rapids), huge investments in Intel Foundry Services (which will push Intel to record high revenues in 5 years time), and slow but steady bites into the consumer GPU business, this is a long term buy with a better than ever buying opportunity on our hands.Just wait for the markets to crash
Intel: Long-term to Buy
avatarwindy00
2023-02-24

Singtel Reported a Mixed Set of Results: 5 Highlights from the Telco’s Latest Business Update

With a slew of blue-chip companies releasing results these few weeks, we shine the spotlight on Singtel’s(SGX: Z74) latest fiscal 2023 third quarter (3Q FY2023) business update.Previously, we highlighted the telco’s declaration of a special dividendas it posted a respectable set of earnings for its fiscal 2023’s first half.However, the latest business update from Singtel came in mixed.Operating profit declined year on year but a higher share of regional associates’ net profit helped to boost Singtel’s bottom line.These financial numbers came in better than its peer StarHub Limited (SGX: CC3), whichreporteda lower net profit along with reduced dividends.We dug deeper into Singtel’s numbers and plans to determine what’s to come for the telco.Here are f
Singtel Reported a Mixed Set of Results: 5 Highlights from the Telco’s Latest Business Update

What Social Network App Would You Invest?

Here's how $Meta Platforms(META)$ $Snap Inc(SNAP)$ $Pinterest, Inc.(PINS)$ $Match Group, Inc.(MTCH)$ perform in Q4Which one would you like to choose?(Or Neither)
What Social Network App Would You Invest?
avatarTiger_Earnings
2023-01-16

🔥Stock Prediction: How will Netflix close Friday 20/1 following their earnings?

Click to vote. Can you predict where$NFLX(NFLX)$ will move following their earnings? If you get the right answers, you can get 10 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins.Netflix is scheduled to announce Q4 earnings results after the market closes on next Thursday, January 19 2023. Lets's guess where Netflix will move following their earnings?🔙 Latest ResultsIt reported Q3 revenue of $7.93 billion, up from $7.48 billion a year earlier, earnings of $3.10 per share fell from $3.19 a year ago, and it added 2.41 million net new subscribers in Q3 after contracting by 200,000 and 970,000 in Q1 and Q2.📒Netfli
🔥Stock Prediction: How will Netflix close Friday 20/1 following their earnings?
avatarTiger_Earnings
2023-01-09

【Stock Prediction】Guess which bank is a big winner this week ?

Click to vote. Guess which bank is a big winner this week ? If you get correct answers, you can get 10 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins.Fourth-quarter earnings season kicks off this week with the major US investment banks set to report and provide their outlooks on the economy heading into the end of the year.$Citigroup(C)$, $Wells Fargo(WFC)$,$Bank of America(BAC)$ and $JPMorgan Chase(JPM)$.When analyzing bank e
【Stock Prediction】Guess which bank is a big winner this week ?
avatarValue_investing
2022-12-22

Micron Q1| What the Earnings and Layoff Tell Us

After the bell on Wednesday, semiconductor giant $Micron Technology(MU)$ released its first quarterly report for fiscal year 2023 ending Dec. 1. Its shares fell nearly 2% after hours after the earnings report and guidance fell short of market expectations.Key figures were very poor: Q1 revenue of $4.085 billion, down 46.9% year-over-year. Quidance for Q2 gross margin of 7.5%, compared to 47.2% a year ago. The company announced the suspension of bonuses and a 10% layoff. Statistically, Micron is having a really bad time. But looking at the stock price performance, the less than 2% after-hours drop seems to be uneventful. How to understand Micron Q1 earnings?Key Figures Q1 revenue of $4.085 billion, down 46.9% y
Micron Q1| What the Earnings and Layoff Tell Us
avatarAlexTeddySG
2022-12-13
Counting on COUP CNM STNG TCOM JBL for this week. 
avatarJacksNiffler
2022-12-13

ATVI acquisition update: Microsoft offers Sony more rights

Updates on $Activision Blizzard(ATVI)$  takeover$Microsoft(MSFT)$ has been sent to $Sony(SONY)$ available for sale on its PlayStation Plus streaming service$Activision Blizzard(ATVI)$The most popular "Call of Duty" video game is right to fight for its $69 billion deal to be approved.This is a further olive branch after Microsoft promised to renew Sony PS"Call of Duty" for 10 years last week.Although this news is not too heavy
ATVI acquisition update: Microsoft offers Sony more rights
avatarYourDearFather
2022-12-12
Let's go!

Q3 Earnings Insights, Lower Profitability, Lower Estimate.

Q3 earnings season comes to an end,$S&P 500(.SPX)$ In terms of profitability, 70% of companies beat expectations, below the five-year average of 77% and the 10-year average of 73%. 71% of the companies' revenues exceeded expectations. The range exceeding expectations is 2%, which is lower than the 5-year average (8.7% exceeding expectations) and lower than the 10-year average (6.5% exceeding expectations), which is also the second worst single-quarter profit performance in the past 9 years (the worst is Q3 2020, the most direct quarter affected by the epidemic). The mixed growth rate of the company's profit is 2.5%, which is the lowest single-quarter growth rate since 2020.
Q3 Earnings Insights, Lower Profitability, Lower Estimate.
avatarLionel8383
2022-12-11

Adobe earnings preview

Adobe will report its earnings on December 15after the closing bell. Last quarter revenue of $4.43 billion missed analysts expectations by $6.34 million. Earnings per share was $3.40, beat by $0.06. However the stock plunged on news of Adobe's acquisition of Figma, a leading web-first collaborative design platform, for approximately $20 billion in cash and stock. The combination of Adobe and Figma will usher in a new era of collaborative creativity. For the quarter ended November 2022, analysts expect earnings per share of $3.50, while revenue expected to come in at $4.53 billion. Immersive Reality - A Future Concept A recent article from BofA on “Immersive Reality” and its accompanying advertising opportunity for the next five years, augmented reality/virtual reality platforms are one of
Adobe earnings preview
avatarBunifa Latif
2022-12-10
$AEM HOLDINGS LTD(AWX.SI)$  Record breaking revenue and PBT in 9M22 but in line with expectations of a weaker 2H 3Q22 net profit of $32.2m (+38.3% yoy, -23.8% qoq), slightly above expectations with 3Q22/9M22 net profit at 26%/94% of full year forecasts. The higher recorded net profit is on the back of the volume ramp for system level test (SLT) handlers and related tools as well as CEI contributions. On a qoq basis, revenue and net profit fell by 26% and 24% respectively, in line with our previous expectations of a weaker 2H22 vs 1H22. This also aligns to AEM’s revenue guidance as 9M22 revenue constitutes 88-91% of full year guidance, implying a weaker second half. We believe that the stronger first half was mainl

Costco 23Q1: A Black "Black Friday"

After the session on December 8th,$Costco(COST)$It also announced the Q1 financial report of fiscal year 2023 as of the end of November 20, 2022. Both revenue and profit fell short of expectations, but the market did not give a strong reaction.As early as 8 days ago, when COST announced the sales situation in November, the market had already given enough response, and fell 6.6% that day. Because the sales in November only increased by 4.3% year-on-year, which was not as good as the market expected to increase by 7.7%. Among them, oil and other energy products naturally contributed the most year-on-year, while food products were better, at least with positive growth. Other products, which are not food products, have experienced negativ
Costco 23Q1: A Black "Black Friday"

Why LULU lower guidance, Buy dip or...?

$Lululemon Athletica(LULU)$ released its Q3 financial report for 2022 as of the end of October. Although its revenue and profit level were slightly higher than expected, it still plunged 9% after hours because investors had strong expectations for the next holiday season and the company's guidance showed weak.As far as Q3 is concerned, LULU is also an optional consumer industry. Revenue was 1.857 billion US dollars, a year-on-year increase of 28%, slightly higher than the market expectation of 1.816 billion US dollars; If in the original currency, it will increase by 25% year-on-year; The North American market increased by 26% year-on-year, and the international market increased by
Why LULU lower guidance, Buy dip or...?
avatarCLOUD1127
2022-12-08
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Dec 6 Market: Airbnb Downgrade, Facebook Down?

Airbnb's in downtrend?Airbnb stock slipped in Tuesday’s extended session after Morgan Stanley moved to a Sell-equivalent rating.A team of analysts led by Brian Nowak called out, Decelerating supply growth” reflected in channel checks, an issue that comes at an inopportune time given inflationary impacts on consumers. He added that the bank’s research shows “occupancy headwinds and lower room night demand. Its stock price down 35% this year despite generating record revenues. The downtrend is caused in part by investors' general concern about rising interest rates, which can have an impact on growth companies by weighing on profitability.It is heading into 2023 with several challenges threatening to negatively impact its bookings.Days ago, 
Dec 6 Market: Airbnb Downgrade, Facebook Down?
avatardaz888888888
2022-12-07

Camber (CEI) and Viking (VKIN) : Demand Up 📣

$Camber Energy(CEI)$  $Viking Energy Group, Inc.(VKIN)$  The amount of medical waste needing to be managed is growing. An increase in the prevalence of illnesses such as COVID-19, a growing medical infrastructure, and an increasing population are all factors contributing to the growing amount of medical waste. These three factors combine to create a growing market for companies that deal with treating medical waste. According to industry analyst Grand View Research, the global medical waste management market was valued at $21.0 billion in 2016 and is predicted to grow at a CAGR of 5.4% through 2025. According to the World Health Organization, managing healthcare waste requires increased attention
Camber (CEI) and Viking (VKIN) : Demand Up 📣