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04-26 18:59

Why did Tesla's performance 'fall short' yet its stock price surged?

$Tesla Motors(TSLA)$ 's stock price surged 12% to $162.13 on Wednesday, a day after the company reported its sharpest revenue drop in 12 years, a 55% drop in net profit from a year earlier.All key indicators missed expectations, but they announced a budget car plan! Wall Street analysts had mixed reactions. Here are the latest analyst views and comments on Tesla stock:1.Bank of America: More Positive Catalysts Ahead $Bank of America(BAC)$ analysts upgraded their rating on Tesla from "neutral" to "buy," but maintained a target price of $220. They cited the company's management addressing recent negative catalysts like slowing sales growth, narrowing margins, product launch concerns, layoffs, and high invent
Why did Tesla's performance 'fall short' yet its stock price surged?

BAC: Four Catalysts could Spur Apple Shares to Jump 36%

$Bank of America(BAC)$ kept its "buy" rating and $225 target price for $Apple(AAPL)$ shares on Monday, and naming it as the "best pick" for 2024. The bank said that the slowdown in Apple's expected earnings growth has largely been reflected in the stock price, but AI-powered iPhone could drive a 36% surge in its stock price.Wasmi Mohan, an analyst at American Bank, commented:The demand is softer than we'd like, but the 14% decline in Apple's stock price so far this year has already been priced in. At the same time, the forecast for the rest of the year remained relatively unchanged. In fact, we've identified four potential catalysts that could boost the stock price before the year is out.Four CatalystsThe
BAC: Four Catalysts could Spur Apple Shares to Jump 36%

EDU Earnings Digest | Revenues are up, but profits aren't!

The Hong Kong stock market after hours yesterday, $New Oriental Education & Technology(EDU)$ announced its fiscal third-quarter results for 2024 (covering the three months ending February 29th this year) , and its share price plummeted by nearly 20% today. What's going on? Did their earnings blow up?In revenue, New Oriental revenue was $1.2 billion in the third quarter, a whopping 60% increase year-over-year.By segments, the number of schools and learning centers hit 911, up 27.9% from the previous year. Revenue from new educational businesses surged 72.7% year-over-year.New Oriental didn't separately disclose the revenue and financial status of $EAST BUY(01797)$ , which doesn't publish quarterly repo
EDU Earnings Digest | Revenues are up, but profits aren't!

TXN Earnings Digest | A Glimmer of Hope!

After hours yesterday, chip giant $Texas Instruments(TXN)$ released its first-quarter report, and the results were better than expected, sending its stock price soaring over 7%.Specifically, TI raked in $3.66 billion in revenue for the first quarter, down 16.4% year on year, the largest decline since 2014, but exceeded analysts' expectations of $3.6 billion, at the high end of the management's guidance of $3.45-3.75 billion:The sales slide hit TI's profitability hard. Its gross margin for the quarter was 57.2%, and its net adjusted profit margin was 24.9%, both significantly lower than the same period last year.Behind the numbers, it's all about lackluster demand. TI's products are mainly used in industrial and automotive markets, which combined co
TXN Earnings Digest | A Glimmer of Hope!

The rise in crude oil prices lifted TRGP, SLB, HAL, BKR & OKE

This year, the energy sector in the US stock market has outperformed the $S&P 500(.SPX)$ , and the price of crude oil has been on a tear. The WTI crude oil futures have jumped over 35% in the past three years, fueling a significant increase in free cash flow for US oil stocks. As profits rise, so do stock prices!Here are five US oil stocks that have the highest correlation with $WTI Crude Oil - main 2406(CLmain)$ prices and are also rated as "buy" by Bank of America.1.Targa Resources Corp Analysts predict that $Targa Resources(TRGP)$ will benefit from overbuilding in the Permian Basin's natural gas liquids pipeline system, and the company still expects pr
The rise in crude oil prices lifted TRGP, SLB, HAL, BKR & OKE

Can MDT Regain Its Growth Momentum?

$Medtronic PLC(MDT)$ is a medical device stock that covers over 150 countries and sells products for over 70 different diseases. It's truly a core holding for healthcare investors. But the stock has been in a slump, with its share price falling 8% over the past five years.Now, investors in Medtronic are faced with a choice: buy, sell, or hold?Can MDT regain its growth?One of the reasons this medical device stock has been languishing is its lackluster growth in recent years. Over the past five years,, Medtronic's average quarterly revenue growth has been less than 2%, which is difficult to attract growth-oriented investors. But Medtronic's future revenue growth can still be expected to accelerate. The company is actively developing innovative new pr
Can MDT Regain Its Growth Momentum?

Has the US stock market really hit rock bottom?

图片$S&P 500(.SPX)$ closed down 62 points, or 1.2%, on Monday, marking its steepest two-day percentage decline in over a year and its largest two-day point decline since late 2022. But market analysts generally believe the US stock market hasn't fallen to the bottom!Recently, the US stock market has been buffeted by two major forces: the Fed's expectations for interest rate cuts and the situation in the Middle East.Nicholas Rabe, co-founder of DataTrek, said:The stock market is now caught between a rock and a hard place. On one hand, there's a robust and inflationary US economy, and on the other, there's a widening conflict in the Middle East that's setting the stage for an economic recession. Plus, the so-called 'fear index' –
Has the US stock market really hit rock bottom?

Merck Splashes $208 Million on Abceutics for a Boost in Growth!

图片Pharmaceutical giant $Merck(MRK)$ has acquired startup Abceutics for $208 million, acquiring the company's medical technology payloads in combination with selective enhancers (PBSEs) that have high potential in the field of antibody-drug conjugate(ADC).ADC drugs are currently a hot area of oncology drug development, and many large pharmaceutical companies want to get a piece of the pie, and Merck is no exception.Merck has six ADC drugs in late-stage clinical trials for cancers including small cell lung cancer, non-small cell lung cancer (NSCLC) and endometrial cancer. Mordor Intelligence predicts the global ADC drug market will grow from $12 billion this year to $44 billion in 2029.In the last 12 months, Merck's revenue was just over $60 billion.
Merck Splashes $208 Million on Abceutics for a Boost in Growth!

The dividend stocks T & PFE are seriously undervalued!

图片With the Fed expected to cut rates, high-yield dividend stocks are poised for a major rally. Fund managers are eager to snap up these juicy dividends in a low-rate environment. $AT&T Inc(T)$ , the telecom giant, and $Pfizer(PFE)$ , the drugmaker, seem like steals right now. Both of these stocks offer yields above 6%. Once rates start to drop, fund managers will be all over them like flies on honey!1.AT&T AT&T, a household name in the US telecom industry, is trading at a significant discount. While the industry average trailing PE ratio is 11.7, AT&T's PE ratio stands at just 8.84.This low valuation, coupled with AT&T's impressive 6.4% annualized yield, makes it a potential gem for both
The dividend stocks T & PFE are seriously undervalued!

Earnings season will be a catalyst for US stocks

图片The earnings season is coming, and it could be just the catalyst needed to take the US stock market to the next level!This week, companies like $Delta Air Lines(DAL)$ , $Canopy Growth Corporation(CGC)$ , $JPMorgan Chase(JPM)$ , and $Fastenal(FAST)$ are all set to release their first-quarter earnings, and chances are they'll beat analysts' expectations.Chris Senyek, the chief investment strategist at Wolfe Research, said:Over the past four quarters, the S&P 500 has beaten earnings estimates by an average of 7.1%. And since analysts have already trimmed their first-quarter forecasts by 2.5%, it's likely we'll see some p
Earnings season will be a catalyst for US stocks

Apple is the cheapest stock among the "Magnificent Seven"

图片Guess which stock is the cheapest among the tech "Magnificent Seven"? The answer is $Apple(AAPL)$ !Here's why Apple's stock is relatively cheaper compared to its top tech peers.Apple's Discounted ValuationFor younger, unprofitable companies, the price-to-sales ratio might be a good indicator to assess stocks and their correlation with revenue. But for more mature, industry-leading companies, the price-to-earnings ratio is probably a better metric. So, combining P/E with P/FCF ratio gives a more accurate picture of the company's valuation.Not long ago, $Alphabet(GOOG)$ $Alphabet(GOOGL)$ was the cheapest stock among the "Magnificent Seven". But its share price h
Apple is the cheapest stock among the "Magnificent Seven"

What will happen to the market after the Big sell-off?

Finally, the US stock market has taken a tumble. This drop was led by the previously rallying AI stocks. In fact, $NVIDIA Corp(NVDA)$ was stalling a bit when it hit the $1000 mark, and $Advanced Micro Devices(AMD)$ took a big tumble, falling over 8%.Meanwhile, gold has hit a record high. Logically speaking, with the Fed's expectation of a rate cut slipping, gold's rise seems a bit odd. Maybe it's a sign of market fear, with investors seeking safe havens.1.Look for the bad news after the crashOn the news side, the March ISM non-manufacturing PMI in the US was lower than expected, while the previously released manufacturing PMI exceeded expectations and entered the expansion zone for the first time. Theoreti
What will happen to the market after the Big sell-off?

How to Invest in Biotech Stocks and ETFs?

图片Biotech is one of the most innovative industries out there. From 2012 to 2022, thanks to the innovation boom like the Human Genome Project and ultra-low interest rates, biotech stocks have significantly outperformed $S&P 500(.SPX)$ . And now, with interest rate cuts looming, biotech stocks and ETFs are poised for an unmissable investment opportunity.According to Grand View Research, the global biotech market will grow to $3.88 trillion at a compound annual growth rate (CAGR) of 13.96% during the period 2024-2030. In addition, Verified Market Research expects the size of the global biotech market to exceed $5.25 trillion by 2030. As for the nano-medicine segment, Precendence Research forecasts it'll grow to $183.11 billion with an 8.13% CAGR
How to Invest in Biotech Stocks and ETFs?

Long-term investors should buy UNH on dips!

图片Recently, $UnitedHealth(UNH)$ 's stock price has been shaking and dropping from its 52-week high. However, looking at the bigger picture, the "danger" UnitedHealth is facing right now could very well be an "opportunity" for investors.A key player in the US healthcare systemAs the largest health insurance company in the US, it provides medical services to 152 million people and has expanded its business from insurance to include healthcare services and technology systems.UnitedHealth is deeply integrated into the US healthcare system, which serves as its strong moat. Long-term investors do not need to react to the recent cyber attack incident.Don’t let down investorsFinancially speaking, UnitedHealth is a stellar company with annual revenue exceed
Long-term investors should buy UNH on dips!

Healthcare stocks "Magnificent Seven" - LLY, NVO, VRTX, ABBV, ISRG, HCA & UNH

图片You might know“Magnificent Seven”, the tech titans in the US stock market, and these seven healthcare stocks definitely share the following characteristics. They’re the leaders in their niches, have raked in obscene returns over the past decade, and their futures look as bright as a billion-dollar smile!1+2.Eli Lilly and Novo NordiskWhen it comes to $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ , these two giants in the diabetes and obesity treatment market are all about “weight loss drugs.” And they’re both on track to becoming trillion-dollar stocks in the next decade. Lilly’s Zepbound got approved last year, while Novo Nordisk’s Wegovy sales are skyrocketing, and they’ve even reported promising phase on
Healthcare stocks "Magnificent Seven" - LLY, NVO, VRTX, ABBV, ISRG, HCA & UNH

Us stock bubble alert! Beware of these 10 most highly valued stocks!

图片The AI craze is heating up and pushing US stocks to new highs, but some investors are starting to worry that a bubble might be forming. The skyrocketing valuations are making them nervous, especially considering the more than 25% surge in $S&P 500(.SPX)$ since late October.Economist David Rosenberg pointed out three glaring divergences in the stock market earlier this month, hinting at an inevitable pullback. Despite the strong performance of $DJIA(.DJI)$ and $S&P 500(.SPX)$ , the Dow Jones Transportation Average, a bellwether of economic health, is lagging. The HYG/TLT ratio is trending down, and even the tech sector is starting to show weakness.His US
Us stock bubble alert! Beware of these 10 most highly valued stocks!

CRSP, PFE & CRSP - 3 Healthcare Stocks With Low Investment Barriers and Stable Returns

图片You can snag these three healthcare stocks for less than a grand and set yourself up for future success!1.PfizerNow is the perfect time to grab $Pfizer(PFE)$ stock. With 19 launches in 18 months and a string of acquisitions, including cancer expert $Seagen(SGEN)$ , Pfizer is poised to enter a new era of revenue growth.The stock is trading at a forward P/E ratio of 12, which is a steal considering the company's long-term potential.2.CRISPR Therapeutics $CRISPR Therapeutics AG(CRSP)$ has bagged the world's first regulatory approval for a CRISPR-based gene editing product. The company's recently approved product, Casgevy, treats sickle cell disease and beta-thalass
CRSP, PFE & CRSP - 3 Healthcare Stocks With Low Investment Barriers and Stable Returns

Low-risk dividend stock NVS is worth buying!

图片For passive income investors, $Novartis AG(NVS)$ , the Swiss pharmaceutical giant, is the perfect choice. It not only regularly increases its dividends but also avoids the risk of dividend cuts or suspensions.Novartis boasts 13 blockbuster drugs (with annual sales exceeding $1 billion), seven of which have seen growth in sales year-on-year. Its top-selling product remains Entresto, a heart failure drug, with revenue increasing by 30% to $6 billion. Meanwhile, Pluvicto, the first prostate cancer drug approved in the US in 2022, saw a staggering 262% year-on-year increase in sales to $980 million last year.In 2023, Novartis' net sales grew 8% to $45.4 billion, and earnings per share rose 18% to $6.47. Last year, the company spun off its generics an
Low-risk dividend stock NVS is worth buying!

Lufax is going crazy! They announced a cash dividend of ¥10 billion

This unremarkable Chinese stock has really shaken Wall Street! After releasing their financial report yesterday, they announced a cash dividend of ¥10 billion, accounting for about 72% of the market value!The company behind this madness is $Lufax(LU)$ , which is backed by $PING AN(02318)$ and specializes in small loans.As soon as the news of the huge dividend hit the market, Lufax's stock price skyrocketed, surging 45.7% in a single day!Looking at their performance, Lufax has been struggling in recent years. With tighter financial policies, their earnings have been dwindling. For example, in the fourth quarter of last year, their revenue was ¥6.86 billion, a whopping 44% decrease year-over-year.But hey, th
Lufax is going crazy! They announced a cash dividend of ¥10 billion

Earnings Digest | Pinduoduo shocked Wall Street!

Just now, $PDD Holdings Inc(PDD)$ released their Q4 results, and their performance was out of this world! Their revenue and profits have significantly exceeded Wall Street's expectations.And look at that, their share price skyrocketed 16.6% in pre-market, pushing their market cap to $197.8 billion, closing in on the $200-billion mark and surpassing $Alibaba(BABA)$ $Alibaba(09988)$ 's $187.9 billion. PDD is back on top as China's e-commerce king!Specifically, PDD revenue was 88.88 billion yuan for Q4, a whopping 123.2% increase year-on-year, significantly exceeding analyst expectations of 79.87 billion yuan. This growth rate is the highest since Q2 of 2021!By busi
Earnings Digest | Pinduoduo shocked Wall Street!

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