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2022-01-21

Bank Stocks falling Sharply After Earnings,Is There a Safe Haven in This Market?

Big banks performed well in 2021, and the US banking index$KBW Regional Banking Index(KRX)$ rose 33% for a whole year, outperforming S&P (27%). All five major banks have announced their fourth-quarter financial reports. In view of the general decline in trading income and the market concerns that large banks may weaken their profits next year due to cost problems, banks all fell sharply in recent days. Q4 Earnings season started under the background of high inflation and interest rate hikes, and the market focus more on earnings instead of valuation.Banks wil go upward differentially due to business structure and cost control. Under the environment
Bank Stocks falling Sharply After Earnings,Is There a Safe Haven in This Market?
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2022-02-11

Twitter:Ordinary Q4 Results,but Optimistic User Guidance

$Twitter(TWTR)$ released the first financial report since the new CEO took office, both advertising revenue and user growth missed expectation. It is reasonable that it should drop by 20% , but the market reaction is not severe. The reason may be that Meta has led the whole social sector to fall a lot, and it is expected to be fully included. The guidance given by Twitter management in the first quarter of next year is also satisfactory, so the influence lags behind slightly regardless of the financial results. Advertising missed expectation, and Apple's ATT policy has limited impact Revenue in the fourth quarter was US $1.57 billion, of which advertising revenue was US $1.41 billion, up 22% year-on-year, mainly due to continuou
Twitter:Ordinary Q4 Results,but Optimistic User Guidance
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2022-03-16

$ZIM$-The Shipping stock hits 15-month high, Is There Still Room to Run?

$ZIM Integrated Shipping Services Ltd.(ZIM)$ is one of the largest container shipping corporation in the world, and its main business is to provide transportation services to customers all over the world on major international routes. Benefiting from the record high freight and preparing to pay dividends to shareholders on a large scale, the share price of ZIM has risen for eight consecutive months. Based on the IPO price of US $15, the share price of ZIM has risen to US $85.24, an increase of nearly five times. The unexpected performance is the catalyst for the soaring share price. The epidemic has become a key turning point for ZIM and other shipping companies around the world. Driven by the strong demand from Europe and the Un
$ZIM$-The Shipping stock hits 15-month high, Is There Still Room to Run?
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2022-02-18

ArK Invest Sold 5 Million Shares with Tears,Why was Palantir Abandoned?

$Palantir Technologies Inc.(PLTR)$, the most mysterious and favored data company in Silicon Valley, backed by government agencies and kept making various big orders, maintained a good growth in 2021. However, its stock price went down all the way, and plunged by 10% again after Q4 financial report yesterday. On that day,Ark Investment Fund sold nearly 5 million shares of Palantir and cashed out about 58 million US dollars, and Arkk's position dropped to 2.06%. Actually, Palantir Q4 results isactually oK, its revenue is in line with expectations, and its revenue from commercial customers is growing at a faster rate, with commercial revenue accounting for more than 40%. However, the lower-than-expected profit still stung the market
ArK Invest Sold 5 Million Shares with Tears,Why was Palantir Abandoned?
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2022-03-04

Super APP Grab Plunged 37%, Is it Time to Buy the Dip?

$Grab Holdings(GRAB)$ plunged nearly 40% in a single day, the biggest drop since IPO.How much the market hates losses? This earnings season can be said to be a nightmare for growth stocks. As long as the earnings report misses expectations, or the loss is enlarged, or there is no clear profit guide, then it will drop 20% at least. What's even more frightening is that, like Grab, it fell by nearly 40% in a day. This oversold didn't even have any decent counter-pumping before the close. Just one thing, the downtrend is likely to continue for a long time without any clear signal reversal... We cleared Grab's financial report, and there are two main mine points: 1) Due to Grab's large expenditure on driver incentives, Q4GMV
Super APP Grab Plunged 37%, Is it Time to Buy the Dip?
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2022-03-15

S&P 500 Outlook For 2022: 10% Upside, Goldman Cuts Target Again

Nowadays, Russia and Ukraine are fighting fiercely, inflation remains high, and the S&P 500 index runs to the key point of 4200. A month ago, Most Wall Street analysts remain optimistic, It is believed that based on strong corporate profits, steady economic growth and supply chain pressure, there is still about 10% upside space for the S&P 500 index this year (compared with 2021), and the range of 4800-5000 is the relatively consistent consensus of major investment banks. $Goldman Sachs(GS)$: 4700 Goldman Sachs, which has the most accurate forecast in 2021, lowered the target point of the S&P 500 index again within one month, Analyst David Kostin believes that the greater risk in the market stems from the rise in commodity p
S&P 500 Outlook For 2022: 10% Upside, Goldman Cuts Target Again
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2022-01-27

Weak Earnings Guidance,but Intel is Bottoming out

$Intel(INTC)$ announced the highest quarterly revenue and the highest annual revenue in history, and the revenue and adjusted earnings per share in the fourth quarter exceeded expectations. However, due to the fact that the net profit guidelines in the first quarter of fiscal year 2021 missed expectations and faced the challenge of tight global supply chain for a long time, Intel fell by more than 2% before the market. Since the beginning of the year, the chip industry followed the Nasdaq,$iShares PHLX Semiconductor ETF(SOXX)$It fell by 13% in a single month, but Intel was very resilient in January. In the article 
Weak Earnings Guidance,but Intel is Bottoming out
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2022-02-08

Best Ways to Invest in Vietnam,This is Your Guide.

The game between China and Vietnam revealed the current situation of Chinese football in the past 20 years once again: paralyzed youth training, weak youth foundation, less than 10,000 registered athletes in China, and only a handful of football fields around us. After the game, a passage by Liu Jianhong, a well-known football commentator, was circulated, insinuating that not only football lost, but also the stock index. Looking back at the past five years (2017-2021), it is rare that an index could outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. Vietnam is one of th
Best Ways to Invest in Vietnam,This is Your Guide.
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2022-01-06

Sony:The Important Participant of Metaverse!

Recently,The biggest feeling is that there is no place to go, no logic, and the hawkish style of the Federal Reserve makes this market extremely sensitive. Some investors were more tolerant for a period of time, the others had long been lying flat. Second-tier technology stocks are still adjusting, and there is no sign of stopping falling. First-line big technology stocks finally began to fall, and immediately led the market to adjust. When used to the ups and downs of growth stocks, you won't care banking stocks, public utilities stocks and energy stocks. More importantly, if the expectation of raising interest rates continues to heat up, there is no safe place. Metaverse concept is too hot this year.The Metaverse company of
Sony:The Important Participant of Metaverse!
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2022-03-03

Soared by 37%, What Happened to the Retailer Nordstrom?

The fourth-quarter financial report of $Nordstrom(JWN)$ exceeded market expectations, and the stock price soared by more than 37%. Nordstrom is a luxury department store, targeting middle and high-end consumers, expanding from selling shoes to clothing, video, jewelry, cosmetics, etc., and completing the transformation from single to multi-category department stores. Like most retailers selling non-essential goods, Nordstrom's business has been hit hard by the long-term closure of stores during the pandemic lockdown,and declined for several years as more consumers turn to shopping online and major brands shift their marketing power from department stores to retail outlets. Until the fourth quarter of 2021, boosted by the
Soared by 37%, What Happened to the Retailer Nordstrom?

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