cheebeng personal page - To The Moon

cheebeng

cheebeng

No personal profile

23Follow

2Followers

0Topic

0Badge

07-23

07-23

Nfiyhrfyuhgfyhgfghhf

2023-11-23

I pick uob

DBS, UOB and OCBC: Which of These 3 Banks Should You Pick?

2021-04-15

xpls like and comment on my post

@小虎活动:【曬單有獎】指數新高了，你還虧着嗎？

2021-04-14

nice plsblike my comment

@哆啦Ella:$Coinbase Global, Inc.(COIN)$一個行業的標杆企業ipo代表一個科技新時代[愛你]

2021-04-13

·nice pls like my post

@价值投资为王:順豐爆雷，炸出快遞行業2個殘酷的現實！

2021-04-11

interesting pls like and reply to my post

@价值投资为王:財報前瞻：缺芯、漲價、擴產，臺積電Q1再創輝煌！

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3577593973334638","uuid":"3577593973334638","gmtCreate":1614500595995,"gmtModify":1617346118020,"name":"cheebeng","pinyin":"cheebeng","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":23,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","exceedPercentage":"80.65%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.08","exceedPercentage":"80.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":6,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":330674335760528,"gmtCreate":1721736968269,"gmtModify":1721736998457,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a>&nbsp;","text":"$SIA(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d9a9b044b92861d34041450796d07c6e","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330674335760528","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":330673416335504,"gmtCreate":1721736743799,"gmtModify":1721736757397,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"Nfiyhrfyuhgfyhgfghhf","listText":"Nfiyhrfyuhgfyhgfghhf","text":"Nfiyhrfyuhgfyhgfghhf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330673416335504","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244447154946240,"gmtCreate":1700703392487,"gmtModify":1700703396953,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"I pick uob&nbsp;","listText":"I pick uob&nbsp;","text":"I pick uob","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244447154946240","repostId":"2385352509","repostType":2,"repost":{"id":"2385352509","pubTimestamp":1700617393,"share":"https://ttm.financial/m/news/2385352509?lang=&edition=fundamental","pubTime":"2023-11-22 09:43","market":"sg","language":"en","title":"DBS, UOB and OCBC: Which of These 3 Banks Should You Pick?","url":"https://stock-news.laohu8.com/highlight/detail?id=2385352509","media":"The Smart Investor","summary":"We review and compare the trio of local banks to see which is the most attractive.","content":"<html><head></head><body><p>The final earnings season of the year is wrapping up.</p><p>All three local banks have reported solid sets of earnings as their business is buoyed by the current high interest rate environment.</p><p><a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> reported a record total income of S$15.2 billion for the first nine months of 2023 (9M 2023) while <a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank </a>, or UOB, saw its total income for the same period jump 28% year on year to S$10.5 billion.</p><p>Not to be outdone, <a href=\"https://laohu8.com/S/O39.SI\">OCBC Ltd</a> total income climbed 24% year on year for 9M 2023 to S$10.2 billion.</p><p>With these sets of robust results, investors may be wondering which bank offers the best value.</p><p>We look at different aspects of all three banks to try to determine this.</p><h2 id=\"id_3784115944\">Financials</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76e691a22aa3e14ba665ea925fdb1d9f\" tg-width=\"797\" tg-height=\"275\"/></p><p>Starting with financials, we see that DBS reported the highest year-on-year increase in total income among the trio for the quarter.</p><p>Singapore’s largest bank enjoyed a 23% year-on-year rise in net interest income while fee and commission income also climbed by 9% year on year.</p><p>However, OCBC reported a slightly better year-on-year increase in profit before allowances of 19.2% versus DBS’s 18.3%.</p><p>Flowing through to the net profit line, OCBC saw the highest year-on-year increase with 21.4% with DBS coming in second at 16%.</p><p>Investors should note that both DBS and UOB reported a one-time expense relating to the integration of their respective purchases of <strong>Citigroup’s</strong> (NYSE: C) consumer banking business.</p><p>Excluding this one-off item, DBS’s net profit would have risen by 18% year on year while UOB’s net profit would have increased by 5% year on year instead of dipping.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_3405819903\">Loans and NIMs</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd73137919640c4ea36a34bd5c1ed2dc\" tg-width=\"798\" tg-height=\"305\"/></p><p>Moving on to each bank’s loan book and net interest margin (NIM), we see that all three banks saw their loan numbers dip year on year.</p><p>The surge in interest rates could be responsible for the weak showing in loan growth.</p><p>However, all three banks made up for this with higher year-on-year NIMs.</p><p>OCBC’s NIM was the highest for 3Q 2023 at 2.27% but DBS saw the sharpest year-on-year NIM increase at 0.29 percentage points.</p><p>Both DBS and OCBC also enjoyed quarter-on-quarter growth in NIMs but UOB’s NIM fell by 0.03 percentage points from 2Q 2023.</p><p>OCBC is the winner in this category as its loan growth decline was less than DBS’s while its NIM was the highest among the three banks.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_153370183\">Cost-to-Income ratio (CIR)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3552be75fb629a6668360ccf423c6d53\" tg-width=\"797\" tg-height=\"216\"/></p><p>Cost-to-income ratio, or CIR, is the next category we looked at.</p><p>The lower a bank’s CIR, the more efficient its operations.</p><p>OCBC has the lowest CIR for 3Q 2023, edging out DBS which won with the lowest CIR in the previous quarter (2Q 2023).</p><p>OCBC also saw the best improvement in its CIR with a 3.1 percentage point year-on-year reduction compared with DBS’s 1.3 percentage point year-on-year decline.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_3683619890\">Return on equity (ROE)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f027a25584e5b465c363749511c88f35\" tg-width=\"797\" tg-height=\"217\"/></p><p>Moving on to ROE, DBS is the hands-down winner with the highest ROE among the three for 3Q 2023.</p><p>It has also maintained this record in the previous quarter as well as in 3Q 2022.</p><p><strong>Winner: DBS</strong></p><h2 id=\"id_2784056046\">Non-performing loans ratio (NPL ratio)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c610db722c4b2913777b15f3bcc64e7\" tg-width=\"797\" tg-height=\"217\"/></p><p>For the NPL ratio, OCBC boasts the lowest of the trio at 1% for 3Q 2023.</p><p>The lender saw a slight improvement over the 1.1% in 2Q 2023 and it was also a decline from the 1.2% reported a year ago.</p><p>DBS, however, saw its NPL ratio rise slightly as it had around S$100 million of exposure to Singapore’s landmark S$2.8 billion money laundering case and made provisions for this exposure accordingly.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_2274823155\">Valuation</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1c343371adcc372a43b5a5ba084da25\" tg-width=\"796\" tg-height=\"216\"/></p><p>Finally, we arrive at the valuation section where we determine which of the banks are the cheapest.</p><p>UOB wins in this case with a price-to-book (P/B) ratio of 1.1 times.</p><p>DBS is the most expensive of the trio with a P/B of 1.45 times while OCBC’s P/B stood at 1.14 times.</p><p><strong>Winner: UOB</strong></p><h2 id=\"id_2393475417\">Get Smart: OCBC emerges the winner</h2><p>In the previous quarter, both DBS and OCBC were tied with three winning factors each.</p><p>For 3Q 2023, the decision is clearer with OCBC emerging the winner by bagging four out of the six categories.</p><p>All three banks, however, sounded a cautious note as loan growth may remain tepid.</p><p>High interest rates are expected to persist which should continue to benefit the trio in 2024.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS, UOB and OCBC: Which of These 3 Banks Should You Pick?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDBS, UOB and OCBC: Which of These 3 Banks Should You Pick?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-22 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-pick/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The final earnings season of the year is wrapping up.All three local banks have reported solid sets of earnings as their business is buoyed by the current high interest rate environment.DBS Group ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-pick/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","U11.SI":"大华银行","O39.SI":"华侨银行"},"source_url":"https://thesmartinvestor.com.sg/dbs-uob-and-ocbc-which-of-these-3-banks-should-you-pick/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2385352509","content_text":"The final earnings season of the year is wrapping up.All three local banks have reported solid sets of earnings as their business is buoyed by the current high interest rate environment.DBS Group reported a record total income of S$15.2 billion for the first nine months of 2023 (9M 2023) while United Overseas Bank , or UOB, saw its total income for the same period jump 28% year on year to S$10.5 billion.Not to be outdone, OCBC Ltd total income climbed 24% year on year for 9M 2023 to S$10.2 billion.With these sets of robust results, investors may be wondering which bank offers the best value.We look at different aspects of all three banks to try to determine this.FinancialsStarting with financials, we see that DBS reported the highest year-on-year increase in total income among the trio for the quarter.Singapore’s largest bank enjoyed a 23% year-on-year rise in net interest income while fee and commission income also climbed by 9% year on year.However, OCBC reported a slightly better year-on-year increase in profit before allowances of 19.2% versus DBS’s 18.3%.Flowing through to the net profit line, OCBC saw the highest year-on-year increase with 21.4% with DBS coming in second at 16%.Investors should note that both DBS and UOB reported a one-time expense relating to the integration of their respective purchases of Citigroup’s (NYSE: C) consumer banking business.Excluding this one-off item, DBS’s net profit would have risen by 18% year on year while UOB’s net profit would have increased by 5% year on year instead of dipping.Winner: OCBCLoans and NIMsMoving on to each bank’s loan book and net interest margin (NIM), we see that all three banks saw their loan numbers dip year on year.The surge in interest rates could be responsible for the weak showing in loan growth.However, all three banks made up for this with higher year-on-year NIMs.OCBC’s NIM was the highest for 3Q 2023 at 2.27% but DBS saw the sharpest year-on-year NIM increase at 0.29 percentage points.Both DBS and OCBC also enjoyed quarter-on-quarter growth in NIMs but UOB’s NIM fell by 0.03 percentage points from 2Q 2023.OCBC is the winner in this category as its loan growth decline was less than DBS’s while its NIM was the highest among the three banks.Winner: OCBCCost-to-Income ratio (CIR)Cost-to-income ratio, or CIR, is the next category we looked at.The lower a bank’s CIR, the more efficient its operations.OCBC has the lowest CIR for 3Q 2023, edging out DBS which won with the lowest CIR in the previous quarter (2Q 2023).OCBC also saw the best improvement in its CIR with a 3.1 percentage point year-on-year reduction compared with DBS’s 1.3 percentage point year-on-year decline.Winner: OCBCReturn on equity (ROE)Moving on to ROE, DBS is the hands-down winner with the highest ROE among the three for 3Q 2023.It has also maintained this record in the previous quarter as well as in 3Q 2022.Winner: DBSNon-performing loans ratio (NPL ratio)For the NPL ratio, OCBC boasts the lowest of the trio at 1% for 3Q 2023.The lender saw a slight improvement over the 1.1% in 2Q 2023 and it was also a decline from the 1.2% reported a year ago.DBS, however, saw its NPL ratio rise slightly as it had around S$100 million of exposure to Singapore’s landmark S$2.8 billion money laundering case and made provisions for this exposure accordingly.Winner: OCBCValuationFinally, we arrive at the valuation section where we determine which of the banks are the cheapest.UOB wins in this case with a price-to-book (P/B) ratio of 1.1 times.DBS is the most expensive of the trio with a P/B of 1.45 times while OCBC’s P/B stood at 1.14 times.Winner: UOBGet Smart: OCBC emerges the winnerIn the previous quarter, both DBS and OCBC were tied with three winning factors each.For 3Q 2023, the decision is clearer with OCBC emerging the winner by bagging four out of the six categories.All three banks, however, sounded a cautious note as loan growth may remain tepid.High interest rates are expected to persist which should continue to benefit the trio in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347639704,"gmtCreate":1618491744908,"gmtModify":1704711645918,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"xpls like and comment on my post","listText":"xpls like and comment on my post","text":"xpls like and comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347639704","repostId":"347146856","repostType":1,"repost":{"id":347146856,"gmtCreate":1618478421371,"gmtModify":1704711452795,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【曬單有獎】指數新高了，你還虧着嗎？","htmlText":"經歷了3月的盤整，4月一開頭，美股的三大指數就開啓了拉昇的節奏，其中道指和標普500突破了新高，納斯達克指數在本月也有4.6%的漲幅，你的股票回本了嗎？歡迎各位小虎參與本期曬單活動，以實盤論英雄，曬持倉當王者，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你 【活動時間】 即日起至4月19日 【參與方式】 在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，具體操作如下： 點擊“交易頁面”，選擇交易的股票，點擊持倉盈虧分享，即可解鎖萌萌的小虎表情包。（更新到最新版本的虎友們，除了分享單隻股票漲跌幅之外，還可以分享你賺了多少錢哦） 另外，老虎App還可分享歷史訂單，感興趣的虎友們，可以試試哦 友情提示：使用老虎社區網頁發帖可支持多圖哦：www.laohu8.com 【活動獎勵】 我們會爲每一個在活動期間參與曬單的虎友派發66虎幣，除此之外，我們會爲漲最多，或者最有趣的虎友發放188，666等積分，當然如果你願意多聊2句，我們也會有限量眼罩送給你 【特別說明】 水貼、重複貼廣告、惡意營銷屬於無效內容 禁止盜圖，或者P圖，一經發現取消本次活動參與資格 獎品將於活動結束後統一派發 活動最終解釋權歸老虎社區所有 歡迎各位小虎參與本期曬單活動，在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你。活動一直持續到4月19日（下週一），歡迎大家參加活動~","listText":"經歷了3月的盤整，4月一開頭，美股的三大指數就開啓了拉昇的節奏，其中道指和標普500突破了新高，納斯達克指數在本月也有4.6%的漲幅，你的股票回本了嗎？歡迎各位小虎參與本期曬單活動，以實盤論英雄，曬持倉當王者，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你 【活動時間】 即日起至4月19日 【參與方式】 在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，具體操作如下： 點擊“交易頁面”，選擇交易的股票，點擊持倉盈虧分享，即可解鎖萌萌的小虎表情包。（更新到最新版本的虎友們，除了分享單隻股票漲跌幅之外，還可以分享你賺了多少錢哦） 另外，老虎App還可分享歷史訂單，感興趣的虎友們，可以試試哦 友情提示：使用老虎社區網頁發帖可支持多圖哦：www.laohu8.com 【活動獎勵】 我們會爲每一個在活動期間參與曬單的虎友派發66虎幣，除此之外，我們會爲漲最多，或者最有趣的虎友發放188，666等積分，當然如果你願意多聊2句，我們也會有限量眼罩送給你 【特別說明】 水貼、重複貼廣告、惡意營銷屬於無效內容 禁止盜圖，或者P圖，一經發現取消本次活動參與資格 獎品將於活動結束後統一派發 活動最終解釋權歸老虎社區所有 歡迎各位小虎參與本期曬單活動，在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你。活動一直持續到4月19日（下週一），歡迎大家參加活動~","text":"經歷了3月的盤整，4月一開頭，美股的三大指數就開啓了拉昇的節奏，其中道指和標普500突破了新高，納斯達克指數在本月也有4.6%的漲幅，你的股票回本了嗎？歡迎各位小虎參與本期曬單活動，以實盤論英雄，曬持倉當王者，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你 【活動時間】 即日起至4月19日 【參與方式】 在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，具體操作如下： 點擊“交易頁面”，選擇交易的股票，點擊持倉盈虧分享，即可解鎖萌萌的小虎表情包。（更新到最新版本的虎友們，除了分享單隻股票漲跌幅之外，還可以分享你賺了多少錢哦） 另外，老虎App還可分享歷史訂單，感興趣的虎友們，可以試試哦 友情提示：使用老虎社區網頁發帖可支持多圖哦：www.laohu8.com 【活動獎勵】 我們會爲每一個在活動期間參與曬單的虎友派發66虎幣，除此之外，我們會爲漲最多，或者最有趣的虎友發放188，666等積分，當然如果你願意多聊2句，我們也會有限量眼罩送給你 【特別說明】 水貼、重複貼廣告、惡意營銷屬於無效內容 禁止盜圖，或者P圖，一經發現取消本次活動參與資格 獎品將於活動結束後統一派發 活動最終解釋權歸老虎社區所有 歡迎各位小虎參與本期曬單活動，在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你。活動一直持續到4月19日（下週一），歡迎大家參加活動~","images":[{"img":"https://static.tigerbbs.com/219f80e7c18d274b5788d6330c2f2582","width":"830","height":"670"},{"img":"https://static.tigerbbs.com/b31d0e9aab78aa0a4904e309dae5cda3","width":"275","height":"183"},{"img":"https://static.tigerbbs.com/31ede8944d9ab6046edceb62ce38aace","width":"1271","height":"647"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347146856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344841070,"gmtCreate":1618400813990,"gmtModify":1704710214548,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"nice plsblike my comment","listText":"nice plsblike my comment","text":"nice plsblike my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344841070","repostId":"344132749","repostType":1,"repost":{"id":344132749,"gmtCreate":1618386046281,"gmtModify":1704709988999,"author":{"id":"20706277526874","authorId":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20706277526874","authorIdStr":"20706277526874"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>一個行業的標杆企業ipo代表一個科技新時代[愛你]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>一個行業的標杆企業ipo代表一個科技新時代[愛你]&nbsp;","text":"$Coinbase Global, Inc.(COIN)$一個行業的標杆企業ipo代表一個科技新時代[愛你]","images":[{"img":"https://static.tigerbbs.com/3c9a3ab25f4e1b12ff8c5e813a1f927f","width":"1080","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344132749","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345408524,"gmtCreate":1618326886268,"gmtModify":1704709273734,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"·nice pls like my post","listText":"·nice pls like my post","text":"·nice pls like my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345408524","repostId":"345617660","repostType":1,"repost":{"id":345617660,"gmtCreate":1618308992247,"gmtModify":1704708907742,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"順豐爆雷，炸出快遞行業2個殘酷的現實！","htmlText":"幾天前，順豐還是快遞茅，在2020年被資本捧到天上，股價一年翻了2倍。 可一紙公告，讓快遞茅變成了糞坑！ 2021年4月8日晚，順豐控股發佈一季度業績預告，當期淨利潤由同期的9個億變成虧損9-11億。 歷史上，順豐無一季度出現虧損，這種天上地下的反差，讓市場驚呼爆雷了！ 這一場雷，炸出了幾個殘酷的現實。 第一個現實：物流行業通過規模、網絡形成的護城河並非堅不可摧。 在投資者認知中，順豐已是快遞行業的老大哥，無人可撼動。 但規模和快遞網絡形成的護城河並非堅不可摧，比如此次業績爆雷的一大原因便是由拼多多支持的極兔快遞在國內低價搶客。 誰能想到，快遞江湖能突然殺出一個重量級玩家？ 覆盤國際物流巨頭FedEx（聯邦快遞）的歷史，當快遞行業發生激烈競爭時，股價往往很難有好的表現，比如在上世紀80年代至90年代中期，行業競爭激烈，FedEx的股價漲幅只有105%，遠遠跑輸指數。 雖然21世紀之後，FedEx和UPS形成雙寡頭壟斷，但亞馬遜依靠強大的需求，自建機隊，成立Amazon Air切入航空快遞，FedEx不僅丟失大客戶，同時面臨着未來與亞馬遜物流的激烈競爭。 2018年-2019年，受此不利因素和全球經濟疲軟影響，FedEx的股價一度腰斬！ 由此推斷中通快遞、申通快遞、圓通速遞，今年的日子恐怕也不好過。 因此，在業績交流會上，機構投資者反覆詢問順豐董事長王衛是否會切入社區團購？內心的OS都是希望順豐既做物流又做電商，從需求端鎖定物流訂單。 幸好王衛堅持獨立第三方物流的定位，堅決不碰商流。 順豐爆虧炸出的第二個現實是快遞股不配高估值！ 股價大跌除了業績不及預期，還有一大重要因素是虛高的估值。 按照順豐124元最高價計算，巔峯時期的市值接近5700億人民幣，2020年的淨利潤爲73億，PE估值爲78倍。 參照歷史營收增速，順豐控股也不過在20%左右，2020年受益於疫情，其他快遞不能","listText":"幾天前，順豐還是快遞茅，在2020年被資本捧到天上，股價一年翻了2倍。 可一紙公告，讓快遞茅變成了糞坑！ 2021年4月8日晚，順豐控股發佈一季度業績預告，當期淨利潤由同期的9個億變成虧損9-11億。 歷史上，順豐無一季度出現虧損，這種天上地下的反差，讓市場驚呼爆雷了！ 這一場雷，炸出了幾個殘酷的現實。 第一個現實：物流行業通過規模、網絡形成的護城河並非堅不可摧。 在投資者認知中，順豐已是快遞行業的老大哥，無人可撼動。 但規模和快遞網絡形成的護城河並非堅不可摧，比如此次業績爆雷的一大原因便是由拼多多支持的極兔快遞在國內低價搶客。 誰能想到，快遞江湖能突然殺出一個重量級玩家？ 覆盤國際物流巨頭FedEx（聯邦快遞）的歷史，當快遞行業發生激烈競爭時，股價往往很難有好的表現，比如在上世紀80年代至90年代中期，行業競爭激烈，FedEx的股價漲幅只有105%，遠遠跑輸指數。 雖然21世紀之後，FedEx和UPS形成雙寡頭壟斷，但亞馬遜依靠強大的需求，自建機隊，成立Amazon Air切入航空快遞，FedEx不僅丟失大客戶，同時面臨着未來與亞馬遜物流的激烈競爭。 2018年-2019年，受此不利因素和全球經濟疲軟影響，FedEx的股價一度腰斬！ 由此推斷中通快遞、申通快遞、圓通速遞，今年的日子恐怕也不好過。 因此，在業績交流會上，機構投資者反覆詢問順豐董事長王衛是否會切入社區團購？內心的OS都是希望順豐既做物流又做電商，從需求端鎖定物流訂單。 幸好王衛堅持獨立第三方物流的定位，堅決不碰商流。 順豐爆虧炸出的第二個現實是快遞股不配高估值！ 股價大跌除了業績不及預期，還有一大重要因素是虛高的估值。 按照順豐124元最高價計算，巔峯時期的市值接近5700億人民幣，2020年的淨利潤爲73億，PE估值爲78倍。 參照歷史營收增速，順豐控股也不過在20%左右，2020年受益於疫情，其他快遞不能","text":"幾天前，順豐還是快遞茅，在2020年被資本捧到天上，股價一年翻了2倍。 可一紙公告，讓快遞茅變成了糞坑！ 2021年4月8日晚，順豐控股發佈一季度業績預告，當期淨利潤由同期的9個億變成虧損9-11億。 歷史上，順豐無一季度出現虧損，這種天上地下的反差，讓市場驚呼爆雷了！ 這一場雷，炸出了幾個殘酷的現實。 第一個現實：物流行業通過規模、網絡形成的護城河並非堅不可摧。 在投資者認知中，順豐已是快遞行業的老大哥，無人可撼動。 但規模和快遞網絡形成的護城河並非堅不可摧，比如此次業績爆雷的一大原因便是由拼多多支持的極兔快遞在國內低價搶客。 誰能想到，快遞江湖能突然殺出一個重量級玩家？ 覆盤國際物流巨頭FedEx（聯邦快遞）的歷史，當快遞行業發生激烈競爭時，股價往往很難有好的表現，比如在上世紀80年代至90年代中期，行業競爭激烈，FedEx的股價漲幅只有105%，遠遠跑輸指數。 雖然21世紀之後，FedEx和UPS形成雙寡頭壟斷，但亞馬遜依靠強大的需求，自建機隊，成立Amazon Air切入航空快遞，FedEx不僅丟失大客戶，同時面臨着未來與亞馬遜物流的激烈競爭。 2018年-2019年，受此不利因素和全球經濟疲軟影響，FedEx的股價一度腰斬！ 由此推斷中通快遞、申通快遞、圓通速遞，今年的日子恐怕也不好過。 因此，在業績交流會上，機構投資者反覆詢問順豐董事長王衛是否會切入社區團購？內心的OS都是希望順豐既做物流又做電商，從需求端鎖定物流訂單。 幸好王衛堅持獨立第三方物流的定位，堅決不碰商流。 順豐爆虧炸出的第二個現實是快遞股不配高估值！ 股價大跌除了業績不及預期，還有一大重要因素是虛高的估值。 按照順豐124元最高價計算，巔峯時期的市值接近5700億人民幣，2020年的淨利潤爲73億，PE估值爲78倍。 參照歷史營收增速，順豐控股也不過在20%左右，2020年受益於疫情，其他快遞不能","images":[{"img":"https://static.tigerbbs.com/514fe69b3a224ad414252cab3530eb62","width":"812","height":"479"},{"img":"https://static.tigerbbs.com/d7c3868ab288981f86cb4c96d5162552","width":"827","height":"470"},{"img":"https://static.tigerbbs.com/ced0168321d8f61c6c065bd9a64ad6a0","width":"1844","height":"793"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345617660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342071760,"gmtCreate":1618140220650,"gmtModify":1704706925883,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"interesting&nbsp; pls like and reply to my post","listText":"interesting&nbsp; pls like and reply to my post","text":"interesting pls like and reply to my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342071760","repostId":"348482378","repostType":1,"repost":{"id":348482378,"gmtCreate":1617953163091,"gmtModify":1704705238526,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"財報前瞻：缺芯、漲價、擴產，臺積電Q1再創輝煌！","htmlText":"芯片代工王者臺積電將於4月15日（週四）發佈2021年一季度財報。 雖然謎底揭曉尚需時日，當根據臺積電今日公佈的3月份收入報告，一季度收入已成明牌！ 數據顯示，臺積電3月份營收1291億新臺幣，今年1-3月總收入爲3624.1億新臺幣，摺合127.5億美元，同比增長23.7%。 Q1營收超預期了嗎？ 答案：預期之內，且在公司給出的指引下限。 在去年四季度財報中，臺積電對21年Q1的指引如下： （1）臺積電預計今年一季度營收在127億至130億美元之間，同比增長幅度爲23%-26%； （2）毛利率預測區間爲50.5%至52.5%之間，低於四季度54%，主要原因是季度性影響。 從公司給出的營收指引看，一季度127.5億美元的營收剛好落在預測區間的下限，從結果上看，100%沒有超出市場預期。 預計資本市場將對這份成績反應冷淡。 臺積電每月初公佈的月度收入僅包括銷售額，毛利率、淨利潤等其他關鍵數據還需等到一季報正式公佈時才能知曉。 因此，對於臺積電Q1的財報，後續重點關注淨利率和Q2業績指引的情況如何？ 回顧Q4：歷史之巔的臺積電 2020年的臺積電登上了歷史之巔。 從股價漲幅上看，2020年全年漲幅接近88%，創下1999年科網股泡沫以來最大年度漲幅！ 股價上的輝煌來自於基本面上的鉅變。 從臺積電設立之初，便開創了芯片代工模式，早期的製造技術繼承了飛利浦，遠遠落後於當時的英特爾和三星。 但經過20餘年的錘鍊，臺積電在2020年確立了芯片代工之王的地位。 這一年，臺積電5納米工藝量產，量產首季貢獻了8%的營收佔比，在去年Q4，更是貢獻了20%的營收比例，一舉將臺積電的淨利率推上了39.5%的歷史高位！ 在去年Q4,16納米及以下的先進製程工藝貢獻了62%的營收比重，參照7納米技術頂峯時期貢獻了35%的營收佔比，預計在2021年，5納米貢獻度仍將有較大的提升空間！ 先進工藝的佔比提升","listText":"芯片代工王者臺積電將於4月15日（週四）發佈2021年一季度財報。 雖然謎底揭曉尚需時日，當根據臺積電今日公佈的3月份收入報告，一季度收入已成明牌！ 數據顯示，臺積電3月份營收1291億新臺幣，今年1-3月總收入爲3624.1億新臺幣，摺合127.5億美元，同比增長23.7%。 Q1營收超預期了嗎？ 答案：預期之內，且在公司給出的指引下限。 在去年四季度財報中，臺積電對21年Q1的指引如下： （1）臺積電預計今年一季度營收在127億至130億美元之間，同比增長幅度爲23%-26%； （2）毛利率預測區間爲50.5%至52.5%之間，低於四季度54%，主要原因是季度性影響。 從公司給出的營收指引看，一季度127.5億美元的營收剛好落在預測區間的下限，從結果上看，100%沒有超出市場預期。 預計資本市場將對這份成績反應冷淡。 臺積電每月初公佈的月度收入僅包括銷售額，毛利率、淨利潤等其他關鍵數據還需等到一季報正式公佈時才能知曉。 因此，對於臺積電Q1的財報，後續重點關注淨利率和Q2業績指引的情況如何？ 回顧Q4：歷史之巔的臺積電 2020年的臺積電登上了歷史之巔。 從股價漲幅上看，2020年全年漲幅接近88%，創下1999年科網股泡沫以來最大年度漲幅！ 股價上的輝煌來自於基本面上的鉅變。 從臺積電設立之初，便開創了芯片代工模式，早期的製造技術繼承了飛利浦，遠遠落後於當時的英特爾和三星。 但經過20餘年的錘鍊，臺積電在2020年確立了芯片代工之王的地位。 這一年，臺積電5納米工藝量產，量產首季貢獻了8%的營收佔比，在去年Q4，更是貢獻了20%的營收比例，一舉將臺積電的淨利率推上了39.5%的歷史高位！ 在去年Q4,16納米及以下的先進製程工藝貢獻了62%的營收比重，參照7納米技術頂峯時期貢獻了35%的營收佔比，預計在2021年，5納米貢獻度仍將有較大的提升空間！ 先進工藝的佔比提升","text":"芯片代工王者臺積電將於4月15日（週四）發佈2021年一季度財報。 雖然謎底揭曉尚需時日，當根據臺積電今日公佈的3月份收入報告，一季度收入已成明牌！ 數據顯示，臺積電3月份營收1291億新臺幣，今年1-3月總收入爲3624.1億新臺幣，摺合127.5億美元，同比增長23.7%。 Q1營收超預期了嗎？ 答案：預期之內，且在公司給出的指引下限。 在去年四季度財報中，臺積電對21年Q1的指引如下： （1）臺積電預計今年一季度營收在127億至130億美元之間，同比增長幅度爲23%-26%； （2）毛利率預測區間爲50.5%至52.5%之間，低於四季度54%，主要原因是季度性影響。 從公司給出的營收指引看，一季度127.5億美元的營收剛好落在預測區間的下限，從結果上看，100%沒有超出市場預期。 預計資本市場將對這份成績反應冷淡。 臺積電每月初公佈的月度收入僅包括銷售額，毛利率、淨利潤等其他關鍵數據還需等到一季報正式公佈時才能知曉。 因此，對於臺積電Q1的財報，後續重點關注淨利率和Q2業績指引的情況如何？ 回顧Q4：歷史之巔的臺積電 2020年的臺積電登上了歷史之巔。 從股價漲幅上看，2020年全年漲幅接近88%，創下1999年科網股泡沫以來最大年度漲幅！ 股價上的輝煌來自於基本面上的鉅變。 從臺積電設立之初，便開創了芯片代工模式，早期的製造技術繼承了飛利浦，遠遠落後於當時的英特爾和三星。 但經過20餘年的錘鍊，臺積電在2020年確立了芯片代工之王的地位。 這一年，臺積電5納米工藝量產，量產首季貢獻了8%的營收佔比，在去年Q4，更是貢獻了20%的營收比例，一舉將臺積電的淨利率推上了39.5%的歷史高位！ 在去年Q4,16納米及以下的先進製程工藝貢獻了62%的營收比重，參照7納米技術頂峯時期貢獻了35%的營收佔比，預計在2021年，5納米貢獻度仍將有較大的提升空間！ 先進工藝的佔比提升","images":[{"img":"https://static.tigerbbs.com/0d17166622b985efbe7e4a4c64371fe8","width":"881","height":"436"},{"img":"https://static.tigerbbs.com/79dd05029046655ef286cf15d5c0c51f","width":"779","height":"414"},{"img":"https://static.tigerbbs.com/e02830cda6edc898f075635e622b2d37","width":"1168","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348482378","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":330674335760528,"gmtCreate":1721736968269,"gmtModify":1721736998457,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a>&nbsp;","text":"$SIA(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d9a9b044b92861d34041450796d07c6e","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330674335760528","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":330673416335504,"gmtCreate":1721736743799,"gmtModify":1721736757397,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"Nfiyhrfyuhgfyhgfghhf","listText":"Nfiyhrfyuhgfyhgfghhf","text":"Nfiyhrfyuhgfyhgfghhf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330673416335504","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244447154946240,"gmtCreate":1700703392487,"gmtModify":1700703396953,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"I pick uob&nbsp;","listText":"I pick uob&nbsp;","text":"I pick uob","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244447154946240","repostId":"2385352509","repostType":2,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347639704,"gmtCreate":1618491744908,"gmtModify":1704711645918,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"xpls like and comment on my post","listText":"xpls like and comment on my post","text":"xpls like and comment on my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347639704","repostId":"347146856","repostType":1,"repost":{"id":347146856,"gmtCreate":1618478421371,"gmtModify":1704711452795,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【曬單有獎】指數新高了，你還虧着嗎？","htmlText":"經歷了3月的盤整，4月一開頭，美股的三大指數就開啓了拉昇的節奏，其中道指和標普500突破了新高，納斯達克指數在本月也有4.6%的漲幅，你的股票回本了嗎？歡迎各位小虎參與本期曬單活動，以實盤論英雄，曬持倉當王者，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你 【活動時間】 即日起至4月19日 【參與方式】 在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，具體操作如下： 點擊“交易頁面”，選擇交易的股票，點擊持倉盈虧分享，即可解鎖萌萌的小虎表情包。（更新到最新版本的虎友們，除了分享單隻股票漲跌幅之外，還可以分享你賺了多少錢哦） 另外，老虎App還可分享歷史訂單，感興趣的虎友們，可以試試哦 友情提示：使用老虎社區網頁發帖可支持多圖哦：www.laohu8.com 【活動獎勵】 我們會爲每一個在活動期間參與曬單的虎友派發66虎幣，除此之外，我們會爲漲最多，或者最有趣的虎友發放188，666等積分，當然如果你願意多聊2句，我們也會有限量眼罩送給你 【特別說明】 水貼、重複貼廣告、惡意營銷屬於無效內容 禁止盜圖，或者P圖，一經發現取消本次活動參與資格 獎品將於活動結束後統一派發 活動最終解釋權歸老虎社區所有 歡迎各位小虎參與本期曬單活動，在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你。活動一直持續到4月19日（下週一），歡迎大家參加活動~","listText":"經歷了3月的盤整，4月一開頭，美股的三大指數就開啓了拉昇的節奏，其中道指和標普500突破了新高，納斯達克指數在本月也有4.6%的漲幅，你的股票回本了嗎？歡迎各位小虎參與本期曬單活動，以實盤論英雄，曬持倉當王者，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你 【活動時間】 即日起至4月19日 【參與方式】 在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，具體操作如下： 點擊“交易頁面”，選擇交易的股票，點擊持倉盈虧分享，即可解鎖萌萌的小虎表情包。（更新到最新版本的虎友們，除了分享單隻股票漲跌幅之外，還可以分享你賺了多少錢哦） 另外，老虎App還可分享歷史訂單，感興趣的虎友們，可以試試哦 友情提示：使用老虎社區網頁發帖可支持多圖哦：www.laohu8.com 【活動獎勵】 我們會爲每一個在活動期間參與曬單的虎友派發66虎幣，除此之外，我們會爲漲最多，或者最有趣的虎友發放188，666等積分，當然如果你願意多聊2句，我們也會有限量眼罩送給你 【特別說明】 水貼、重複貼廣告、惡意營銷屬於無效內容 禁止盜圖，或者P圖，一經發現取消本次活動參與資格 獎品將於活動結束後統一派發 活動最終解釋權歸老虎社區所有 歡迎各位小虎參與本期曬單活動，在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你。活動一直持續到4月19日（下週一），歡迎大家參加活動~","text":"經歷了3月的盤整，4月一開頭，美股的三大指數就開啓了拉昇的節奏，其中道指和標普500突破了新高，納斯達克指數在本月也有4.6%的漲幅，你的股票回本了嗎？歡迎各位小虎參與本期曬單活動，以實盤論英雄，曬持倉當王者，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你 【活動時間】 即日起至4月19日 【參與方式】 在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，具體操作如下： 點擊“交易頁面”，選擇交易的股票，點擊持倉盈虧分享，即可解鎖萌萌的小虎表情包。（更新到最新版本的虎友們，除了分享單隻股票漲跌幅之外，還可以分享你賺了多少錢哦） 另外，老虎App還可分享歷史訂單，感興趣的虎友們，可以試試哦 友情提示：使用老虎社區網頁發帖可支持多圖哦：www.laohu8.com 【活動獎勵】 我們會爲每一個在活動期間參與曬單的虎友派發66虎幣，除此之外，我們會爲漲最多，或者最有趣的虎友發放188，666等積分，當然如果你願意多聊2句，我們也會有限量眼罩送給你 【特別說明】 水貼、重複貼廣告、惡意營銷屬於無效內容 禁止盜圖，或者P圖，一經發現取消本次活動參與資格 獎品將於活動結束後統一派發 活動最終解釋權歸老虎社區所有 歡迎各位小虎參與本期曬單活動，在本帖留言曬單，或者發帖並關聯主題“曬曬更賺錢”分享自己持倉中不同的表情包，凡是參與曬單的小虎均可獲得66積分虎幣，除此以外，還會有188， 666等積分隨機送出。當然如果你願意多聊2句，我們也會有限量眼罩送給你。活動一直持續到4月19日（下週一），歡迎大家參加活動~","images":[{"img":"https://static.tigerbbs.com/219f80e7c18d274b5788d6330c2f2582","width":"830","height":"670"},{"img":"https://static.tigerbbs.com/b31d0e9aab78aa0a4904e309dae5cda3","width":"275","height":"183"},{"img":"https://static.tigerbbs.com/31ede8944d9ab6046edceb62ce38aace","width":"1271","height":"647"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347146856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344841070,"gmtCreate":1618400813990,"gmtModify":1704710214548,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"nice plsblike my comment","listText":"nice plsblike my comment","text":"nice plsblike my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344841070","repostId":"344132749","repostType":1,"repost":{"id":344132749,"gmtCreate":1618386046281,"gmtModify":1704709988999,"author":{"id":"20706277526874","authorId":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20706277526874","authorIdStr":"20706277526874"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>一個行業的標杆企業ipo代表一個科技新時代[愛你]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>一個行業的標杆企業ipo代表一個科技新時代[愛你]&nbsp;","text":"$Coinbase Global, Inc.(COIN)$一個行業的標杆企業ipo代表一個科技新時代[愛你]","images":[{"img":"https://static.tigerbbs.com/3c9a3ab25f4e1b12ff8c5e813a1f927f","width":"1080","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344132749","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345408524,"gmtCreate":1618326886268,"gmtModify":1704709273734,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"·nice pls like my post","listText":"·nice pls like my post","text":"·nice pls like my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345408524","repostId":"345617660","repostType":1,"repost":{"id":345617660,"gmtCreate":1618308992247,"gmtModify":1704708907742,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"順豐爆雷，炸出快遞行業2個殘酷的現實！","htmlText":"幾天前，順豐還是快遞茅，在2020年被資本捧到天上，股價一年翻了2倍。 可一紙公告，讓快遞茅變成了糞坑！ 2021年4月8日晚，順豐控股發佈一季度業績預告，當期淨利潤由同期的9個億變成虧損9-11億。 歷史上，順豐無一季度出現虧損，這種天上地下的反差，讓市場驚呼爆雷了！ 這一場雷，炸出了幾個殘酷的現實。 第一個現實：物流行業通過規模、網絡形成的護城河並非堅不可摧。 在投資者認知中，順豐已是快遞行業的老大哥，無人可撼動。 但規模和快遞網絡形成的護城河並非堅不可摧，比如此次業績爆雷的一大原因便是由拼多多支持的極兔快遞在國內低價搶客。 誰能想到，快遞江湖能突然殺出一個重量級玩家？ 覆盤國際物流巨頭FedEx（聯邦快遞）的歷史，當快遞行業發生激烈競爭時，股價往往很難有好的表現，比如在上世紀80年代至90年代中期，行業競爭激烈，FedEx的股價漲幅只有105%，遠遠跑輸指數。 雖然21世紀之後，FedEx和UPS形成雙寡頭壟斷，但亞馬遜依靠強大的需求，自建機隊，成立Amazon Air切入航空快遞，FedEx不僅丟失大客戶，同時面臨着未來與亞馬遜物流的激烈競爭。 2018年-2019年，受此不利因素和全球經濟疲軟影響，FedEx的股價一度腰斬！ 由此推斷中通快遞、申通快遞、圓通速遞，今年的日子恐怕也不好過。 因此，在業績交流會上，機構投資者反覆詢問順豐董事長王衛是否會切入社區團購？內心的OS都是希望順豐既做物流又做電商，從需求端鎖定物流訂單。 幸好王衛堅持獨立第三方物流的定位，堅決不碰商流。 順豐爆虧炸出的第二個現實是快遞股不配高估值！ 股價大跌除了業績不及預期，還有一大重要因素是虛高的估值。 按照順豐124元最高價計算，巔峯時期的市值接近5700億人民幣，2020年的淨利潤爲73億，PE估值爲78倍。 參照歷史營收增速，順豐控股也不過在20%左右，2020年受益於疫情，其他快遞不能","listText":"幾天前，順豐還是快遞茅，在2020年被資本捧到天上，股價一年翻了2倍。 可一紙公告，讓快遞茅變成了糞坑！ 2021年4月8日晚，順豐控股發佈一季度業績預告，當期淨利潤由同期的9個億變成虧損9-11億。 歷史上，順豐無一季度出現虧損，這種天上地下的反差，讓市場驚呼爆雷了！ 這一場雷，炸出了幾個殘酷的現實。 第一個現實：物流行業通過規模、網絡形成的護城河並非堅不可摧。 在投資者認知中，順豐已是快遞行業的老大哥，無人可撼動。 但規模和快遞網絡形成的護城河並非堅不可摧，比如此次業績爆雷的一大原因便是由拼多多支持的極兔快遞在國內低價搶客。 誰能想到，快遞江湖能突然殺出一個重量級玩家？ 覆盤國際物流巨頭FedEx（聯邦快遞）的歷史，當快遞行業發生激烈競爭時，股價往往很難有好的表現，比如在上世紀80年代至90年代中期，行業競爭激烈，FedEx的股價漲幅只有105%，遠遠跑輸指數。 雖然21世紀之後，FedEx和UPS形成雙寡頭壟斷，但亞馬遜依靠強大的需求，自建機隊，成立Amazon Air切入航空快遞，FedEx不僅丟失大客戶，同時面臨着未來與亞馬遜物流的激烈競爭。 2018年-2019年，受此不利因素和全球經濟疲軟影響，FedEx的股價一度腰斬！ 由此推斷中通快遞、申通快遞、圓通速遞，今年的日子恐怕也不好過。 因此，在業績交流會上，機構投資者反覆詢問順豐董事長王衛是否會切入社區團購？內心的OS都是希望順豐既做物流又做電商，從需求端鎖定物流訂單。 幸好王衛堅持獨立第三方物流的定位，堅決不碰商流。 順豐爆虧炸出的第二個現實是快遞股不配高估值！ 股價大跌除了業績不及預期，還有一大重要因素是虛高的估值。 按照順豐124元最高價計算，巔峯時期的市值接近5700億人民幣，2020年的淨利潤爲73億，PE估值爲78倍。 參照歷史營收增速，順豐控股也不過在20%左右，2020年受益於疫情，其他快遞不能","text":"幾天前，順豐還是快遞茅，在2020年被資本捧到天上，股價一年翻了2倍。 可一紙公告，讓快遞茅變成了糞坑！ 2021年4月8日晚，順豐控股發佈一季度業績預告，當期淨利潤由同期的9個億變成虧損9-11億。 歷史上，順豐無一季度出現虧損，這種天上地下的反差，讓市場驚呼爆雷了！ 這一場雷，炸出了幾個殘酷的現實。 第一個現實：物流行業通過規模、網絡形成的護城河並非堅不可摧。 在投資者認知中，順豐已是快遞行業的老大哥，無人可撼動。 但規模和快遞網絡形成的護城河並非堅不可摧，比如此次業績爆雷的一大原因便是由拼多多支持的極兔快遞在國內低價搶客。 誰能想到，快遞江湖能突然殺出一個重量級玩家？ 覆盤國際物流巨頭FedEx（聯邦快遞）的歷史，當快遞行業發生激烈競爭時，股價往往很難有好的表現，比如在上世紀80年代至90年代中期，行業競爭激烈，FedEx的股價漲幅只有105%，遠遠跑輸指數。 雖然21世紀之後，FedEx和UPS形成雙寡頭壟斷，但亞馬遜依靠強大的需求，自建機隊，成立Amazon Air切入航空快遞，FedEx不僅丟失大客戶，同時面臨着未來與亞馬遜物流的激烈競爭。 2018年-2019年，受此不利因素和全球經濟疲軟影響，FedEx的股價一度腰斬！ 由此推斷中通快遞、申通快遞、圓通速遞，今年的日子恐怕也不好過。 因此，在業績交流會上，機構投資者反覆詢問順豐董事長王衛是否會切入社區團購？內心的OS都是希望順豐既做物流又做電商，從需求端鎖定物流訂單。 幸好王衛堅持獨立第三方物流的定位，堅決不碰商流。 順豐爆虧炸出的第二個現實是快遞股不配高估值！ 股價大跌除了業績不及預期，還有一大重要因素是虛高的估值。 按照順豐124元最高價計算，巔峯時期的市值接近5700億人民幣，2020年的淨利潤爲73億，PE估值爲78倍。 參照歷史營收增速，順豐控股也不過在20%左右，2020年受益於疫情，其他快遞不能","images":[{"img":"https://static.tigerbbs.com/514fe69b3a224ad414252cab3530eb62","width":"812","height":"479"},{"img":"https://static.tigerbbs.com/d7c3868ab288981f86cb4c96d5162552","width":"827","height":"470"},{"img":"https://static.tigerbbs.com/ced0168321d8f61c6c065bd9a64ad6a0","width":"1844","height":"793"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345617660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342071760,"gmtCreate":1618140220650,"gmtModify":1704706925883,"author":{"id":"3577593973334638","authorId":"3577593973334638","name":"cheebeng","avatar":"https://static.tigerbbs.com/6efd997258464c3b84c57418b7f3002f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577593973334638","authorIdStr":"3577593973334638"},"themes":[],"htmlText":"interesting&nbsp; pls like and reply to my post","listText":"interesting&nbsp; pls like and reply to my post","text":"interesting pls like and reply to my post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342071760","repostId":"348482378","repostType":1,"repost":{"id":348482378,"gmtCreate":1617953163091,"gmtModify":1704705238526,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"財報前瞻：缺芯、漲價、擴產，臺積電Q1再創輝煌！","htmlText":"芯片代工王者臺積電將於4月15日（週四）發佈2021年一季度財報。 雖然謎底揭曉尚需時日，當根據臺積電今日公佈的3月份收入報告，一季度收入已成明牌！ 數據顯示，臺積電3月份營收1291億新臺幣，今年1-3月總收入爲3624.1億新臺幣，摺合127.5億美元，同比增長23.7%。 Q1營收超預期了嗎？ 答案：預期之內，且在公司給出的指引下限。 在去年四季度財報中，臺積電對21年Q1的指引如下： （1）臺積電預計今年一季度營收在127億至130億美元之間，同比增長幅度爲23%-26%； （2）毛利率預測區間爲50.5%至52.5%之間，低於四季度54%，主要原因是季度性影響。 從公司給出的營收指引看，一季度127.5億美元的營收剛好落在預測區間的下限，從結果上看，100%沒有超出市場預期。 預計資本市場將對這份成績反應冷淡。 臺積電每月初公佈的月度收入僅包括銷售額，毛利率、淨利潤等其他關鍵數據還需等到一季報正式公佈時才能知曉。 因此，對於臺積電Q1的財報，後續重點關注淨利率和Q2業績指引的情況如何？ 回顧Q4：歷史之巔的臺積電 2020年的臺積電登上了歷史之巔。 從股價漲幅上看，2020年全年漲幅接近88%，創下1999年科網股泡沫以來最大年度漲幅！ 股價上的輝煌來自於基本面上的鉅變。 從臺積電設立之初，便開創了芯片代工模式，早期的製造技術繼承了飛利浦，遠遠落後於當時的英特爾和三星。 但經過20餘年的錘鍊，臺積電在2020年確立了芯片代工之王的地位。 這一年，臺積電5納米工藝量產，量產首季貢獻了8%的營收佔比，在去年Q4，更是貢獻了20%的營收比例，一舉將臺積電的淨利率推上了39.5%的歷史高位！ 在去年Q4,16納米及以下的先進製程工藝貢獻了62%的營收比重，參照7納米技術頂峯時期貢獻了35%的營收佔比，預計在2021年，5納米貢獻度仍將有較大的提升空間！ 先進工藝的佔比提升","listText":"芯片代工王者臺積電將於4月15日（週四）發佈2021年一季度財報。 雖然謎底揭曉尚需時日，當根據臺積電今日公佈的3月份收入報告，一季度收入已成明牌！ 數據顯示，臺積電3月份營收1291億新臺幣，今年1-3月總收入爲3624.1億新臺幣，摺合127.5億美元，同比增長23.7%。 Q1營收超預期了嗎？ 答案：預期之內，且在公司給出的指引下限。 在去年四季度財報中，臺積電對21年Q1的指引如下： （1）臺積電預計今年一季度營收在127億至130億美元之間，同比增長幅度爲23%-26%； （2）毛利率預測區間爲50.5%至52.5%之間，低於四季度54%，主要原因是季度性影響。 從公司給出的營收指引看，一季度127.5億美元的營收剛好落在預測區間的下限，從結果上看，100%沒有超出市場預期。 預計資本市場將對這份成績反應冷淡。 臺積電每月初公佈的月度收入僅包括銷售額，毛利率、淨利潤等其他關鍵數據還需等到一季報正式公佈時才能知曉。 因此，對於臺積電Q1的財報，後續重點關注淨利率和Q2業績指引的情況如何？ 回顧Q4：歷史之巔的臺積電 2020年的臺積電登上了歷史之巔。 從股價漲幅上看，2020年全年漲幅接近88%，創下1999年科網股泡沫以來最大年度漲幅！ 股價上的輝煌來自於基本面上的鉅變。 從臺積電設立之初，便開創了芯片代工模式，早期的製造技術繼承了飛利浦，遠遠落後於當時的英特爾和三星。 但經過20餘年的錘鍊，臺積電在2020年確立了芯片代工之王的地位。 這一年，臺積電5納米工藝量產，量產首季貢獻了8%的營收佔比，在去年Q4，更是貢獻了20%的營收比例，一舉將臺積電的淨利率推上了39.5%的歷史高位！ 在去年Q4,16納米及以下的先進製程工藝貢獻了62%的營收比重，參照7納米技術頂峯時期貢獻了35%的營收佔比，預計在2021年，5納米貢獻度仍將有較大的提升空間！ 先進工藝的佔比提升","text":"芯片代工王者臺積電將於4月15日（週四）發佈2021年一季度財報。 雖然謎底揭曉尚需時日，當根據臺積電今日公佈的3月份收入報告，一季度收入已成明牌！ 數據顯示，臺積電3月份營收1291億新臺幣，今年1-3月總收入爲3624.1億新臺幣，摺合127.5億美元，同比增長23.7%。 Q1營收超預期了嗎？ 答案：預期之內，且在公司給出的指引下限。 在去年四季度財報中，臺積電對21年Q1的指引如下： （1）臺積電預計今年一季度營收在127億至130億美元之間，同比增長幅度爲23%-26%； （2）毛利率預測區間爲50.5%至52.5%之間，低於四季度54%，主要原因是季度性影響。 從公司給出的營收指引看，一季度127.5億美元的營收剛好落在預測區間的下限，從結果上看，100%沒有超出市場預期。 預計資本市場將對這份成績反應冷淡。 臺積電每月初公佈的月度收入僅包括銷售額，毛利率、淨利潤等其他關鍵數據還需等到一季報正式公佈時才能知曉。 因此，對於臺積電Q1的財報，後續重點關注淨利率和Q2業績指引的情況如何？ 回顧Q4：歷史之巔的臺積電 2020年的臺積電登上了歷史之巔。 從股價漲幅上看，2020年全年漲幅接近88%，創下1999年科網股泡沫以來最大年度漲幅！ 股價上的輝煌來自於基本面上的鉅變。 從臺積電設立之初，便開創了芯片代工模式，早期的製造技術繼承了飛利浦，遠遠落後於當時的英特爾和三星。 但經過20餘年的錘鍊，臺積電在2020年確立了芯片代工之王的地位。 這一年，臺積電5納米工藝量產，量產首季貢獻了8%的營收佔比，在去年Q4，更是貢獻了20%的營收比例，一舉將臺積電的淨利率推上了39.5%的歷史高位！ 在去年Q4,16納米及以下的先進製程工藝貢獻了62%的營收比重，參照7納米技術頂峯時期貢獻了35%的營收佔比，預計在2021年，5納米貢獻度仍將有較大的提升空間！ 先進工藝的佔比提升","images":[{"img":"https://static.tigerbbs.com/0d17166622b985efbe7e4a4c64371fe8","width":"881","height":"436"},{"img":"https://static.tigerbbs.com/79dd05029046655ef286cf15d5c0c51f","width":"779","height":"414"},{"img":"https://static.tigerbbs.com/e02830cda6edc898f075635e622b2d37","width":"1168","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348482378","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}