zingzy
zingzy
Makes small, regular investments in the US stock market.
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avatarzingzy
2022-07-07
$Palantir Technologies Inc.(PLTR)$ In order to arrive at a fair value for this polluted Company, we are modeling 5B shares outstanding or roughly twice today's fully diluted share count, so that we may discount back into the stock price.The good news is with that assumption the share price is fair right now. What a travesty it remains to keep printing so many shares.We don't think the CEO KARP cares sufficiently to know that he needs to change that asap.
avatarzingzy
2022-06-27
$TWTR MUSK WILL SURELY BUY TWITER.HOLD YOUR SHARES AND BUY MORE AND MAKE 20% ON PRICE DIFFERENTIAL.Elon is a genius and he knows how to pick his fights and will most likely prevail but his adversaries are also powerful BILLIONAIRES.THIS WILL BE A FREE ADVERTISING OUTLET FOR ALL THE COMPANIES IN HIS EMPIRE.$54.20 is very realistic!$Twitter(TWTR)$
avatarzingzy
2022-05-19

NIO: Bottom Fishing Time? Not Yet

Summary I see NIO stock as a “hold” under its current conditions despite the recent large price movements. Its stock price has more than halved YTD and its valuation is at a historical low. Looking forward, it enjoys several strategical long-term assets: China’s determination to expand EV deployment, its branding power, and scale. However, I am yet to see it translating its expanding scale to a reduction in its unit cost and a boost in cash flow. Thesis The stock price for $NIO Inc.(NIO)$ in China suffered a 56% price decline YTD, underperforming the Shanghai Composite by almost 40%. Such a large price correction has brought the NIO stock price (together with otherEV players such as Li Auto (LI) and XPeng (XPEV)) to a multiyear low as you can see fr
NIO: Bottom Fishing Time? Not Yet
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2022-04-06

US chipmaker Intel suspends all operations in Russia

San Francisco, April 6 (IANS) Chipmaker Intel (NASDAQ:INTC) on Wednesday said it has suspended all business operations in Russia, a month after announcing to stop shipments to customers in Russia and Belarus in the wake of Ukraine invasion. Intel said it continues to join the global community in condemning Russia's war against Ukraine and calling for a swift return to peace. "Effective immediately, we have suspended all business operations in Russia. This follows our earlier decision to suspend all shipments to customers in Russia and Belarus," the US tech giant informed. Other tech companies that have taken action in Russia are Apple (NASDAQ:AAPL), AMD, Adobe (NASDAQ:ADBE) andGeneral Electric(NYSE:GE). Spotify, along with media outlets like CNN, ABC and the BBC have suspended services in
US chipmaker Intel suspends all operations in Russia
avatarzingzy
2022-04-26
GOOG has had around 14-17 quarterly estimate revisions higher over the last 3 months. Now I have a sizable long position that I've been building for many years. I don't plan to sell for another 20yrs at least, so it makes no real difference to me, but one thing I've learned is that you don't bet against GOOG. It has a PEG of 0.84 and hasn't had a PE Ratio this low in over 5 years! This is one the best buying opportunities ever in the history of this stock. IMO, this is one of the greatest tech companies of all time, with possibly the highest future potential in so many industries. GOOG not only has one of the best balance sheets in tech (with MSFT), but in the entire market! A cash flow generating beast of a cash cow in a position to easily handle the worst of times and excel the most in t
avatarzingzy
2022-04-24
$Visa(V)$ I understand the headwinds with inflation, Ukraine etc....but look at the travel stocks all saying the business traveler is coming back. Flights are full, convention ctrs booked through 2022/23, coupled with the already strong leisure travel....Visa should start to get back to and break $230, and start the rise to $260. This ER may have some soft number which is already in the stock price, but the guidance should be very strong as the business travelers are coming back.
avatarzingzy
2022-04-27

Stay Away From Alibaba Until Headwinds Clear Up

Amid heightening stock market fears, investors are circling back to $Alibaba(09988)$($Alibaba(BABA)$) issues. The Securities and Exchange Commission’s threats to delist Chinese companies returned last week. Last month, China reassured investors by ordering domestic firms to open their financials to auditors. That created the biggest one-day rally in BABA stock and others. That included $Pinduoduo Inc.(PDD)$$Baidu(BIDU)$ and $JD.com(JD)$. Since that mid-March rally, those stocks have faded. More recently, worries about $DiDi
Stay Away From Alibaba Until Headwinds Clear Up
avatarzingzy
2022-07-25

DBS keeps 'buy' on UOB and OCBC while largely positive on Singapore banks

DBS Group Research analyst Lim Rui Wen is overall positive on Singapore banks, with ‘buy’ ratings as they look set to “benefit strongly” from the Fed rate hike cycle.Lim has kept her “buy” calls for both Oversea-Chinese Banking Corporation (OCBC) and $UNITED OVERSEAS BANK LIMITED(U11.SI)$.In her report dated July 22, Lim observes that the banks’ net interest income (NII) will bolster 2QFY2022 earnings as net interest margins (NIM) continue to expand. Banks’ management have guided for positive net interest income contributions on the back of higher interest rates.During the 1QFY2022 ended March, DBS, OCBC and UOB saw improvements of 3 basis points (bps), 3 bps and 2 bps q-o-q respectively as loans started to be repriced.“With the average three-month
DBS keeps 'buy' on UOB and OCBC while largely positive on Singapore banks
avatarzingzy
2022-04-07
RBLX announced a deal w Chipotle and the market still does not get it? Every major brand and company is trying to do a deal with RBLX. 50 million kids on the platform daily. Brands and businesses can not even reach 50 million kids with the highest priced super bowl ad. Wake up wall street!$Roblox Corporation(RBLX)$
avatarzingzy
2022-05-30
SPXL is a good alternative to SOXL but hasn't performed as well in the long run (+30% vs +48% 10 year returns). SOXL is more volatile but has more potential. Simply a risk/reward fact. The betas for both of these reflect that. Either one is fine depending on your tolerance for price swings.$Semiconductor Bull 3X Shares(SOXL)$
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2022-03-28

New to Investing? Here’s 4 Singapore REITs to Consider

Real estate is one of the most popular asset classes in Singapore. Known globally as a hub for real estate investment trusts (REITs), the Lion City is home to 44 REITs and property trusts with a total market capitalization of S$115 billion as of 31 December 2021. It’s no secret why REITs are so popular. They offer investors the opportunity to access property investments and collect a steady stream of income through distributions. These consistent distributions make REITs a great vehicle for passive income generation. Here are four high-quality REITs for you to consider buying. Ascendas REIT (SGX: A17U) Ascendas REIT, or A-REIT, is one of Singapore’s largest REITs and manages a portfolio of 217 investment properties worth S$16.3 billion. A-REIT is a popular opt
New to Investing? Here’s 4 Singapore REITs to Consider
avatarzingzy
2022-05-18

Earnings Forecast | Xiaomi's revenue expected to drop 5% in Q1

Xiaomi Group will announce its first quarter 2022 results on Thursday, 19 May and is expected by many institutions to report a slowdown in revenue, a decline in its mobile phone business and a drop in net profit due to a number of unfavourable factors. First Quarter Revenue Estimates Guosheng Securities expects Xiaomi's 2022Q1 revenue to be RMB72.9 billion, down 5% YoY, and non-GAAP net profit to be RMB2.7 billion, down 55% YoY, mainly due to slowdown in mobile phone shipments and investment in car manufacturing business. Guotai Junan Securities expects Xiaomi's Q1 revenue to be approximately RMB73.1 billion/-5.1% and adjusted net profit to be approximately RMB2.8-2.9 billion (after taking into account investment in car manufacturing) due to multiple external factors impacting Q1. Hua
Earnings Forecast | Xiaomi's revenue expected to drop 5% in Q1
avatarzingzy
2022-07-12

Better Advertising Stock: Alphabet vs. Amazon

KEY POINTS Alphabet remains primarily an advertising stock as it seeks to diversify. Amazon has finally begun to publish revenue figures for its fast-growing ad segment. Advertising on the internet has become a lucrative business that has boosted some of the biggest tech companies. Google parent $Alphabet(GOOGL)$($Alphabet(GOOG)$) used ads to monetize its sites, and this strategy has become enormously successful.Now, after seeing the success of Alphabet and Facebook parent $Meta Platforms, Inc.(META)$ in the ad space, $Amazon.com(AMZN)$ has begun to monetize its extensive web presence by selling ads. The questio
Better Advertising Stock: Alphabet vs. Amazon
avatarzingzy
2022-03-28

Ready to Get Rich? 3 Investments You Can't Go Wrong With

KEY POINTS The idea of buying and holding good value stocks has been redeemed in just the past few weeks. Not every profit growth opportunity will be evident to you as a consumer. Look for behind-the-scenes potential. Some company brands, like Disney, are so powerful they can outlast temporary turbulence. Sometimes the obvious pick makes the most sense, if you're willing to leave it alone and let it simmer for a while. Have your investing efforts so far been less than you'd hoped for? Then here's a next-level idea to embrace: Less can be more. That is to say, simplified stock-picking and longer holding periods often bear more fruit than constantly hunting for what looks like the next hot ticker. With that as the backdrop, here's a rundown of three investments you really can't go wrong wi
Ready to Get Rich? 3 Investments You Can't Go Wrong With
avatarzingzy
2022-04-07

SoFi Stock Drops as Firm Cuts Forecast on Student-Loan Pause

SoFi Technologies Inc., which operates a student debt refinancing firm, cut its forecast after President Joe Biden’s administration again extended a pause on student loan payments. Shares of the lender plummeted. SoFi now expects full-year adjusted net revenue of $1.47 billion, down from a previous guidance of $1.57 billion, the company said in a statement. released Wednesday after the close of regular trading in the United States. Adjusted earnings before interest, taxes, depreciation and amortization are expected to total $100 million, down from the previous guidance of $180 million. SoFi shares fell in aftermarket trading, falling 3.7% to $8.43 at 4:37 p.m. in New York. SoFi’s student loan refinancing business has operated at less than 50% of its pre-pandemic levels for the past two yea
SoFi Stock Drops as Firm Cuts Forecast on Student-Loan Pause
avatarzingzy
2023-06-21

NIO: Challenges Must Be Faced

SummaryNIO faces challenges with consumer preferences, large competitors, pricing power, and gross margins.The company struggles with competition from BYD and Tesla, and consumer preferences for high-end PHEVs over high-end BEVs.NIO's valuation is uncertain due to net losses, volatility of gross profit, and the viability of its battery as a service business.Getty Images/Getty Images NewsIntroductionMy thesis is that NIO $NIO Inc.(NIO)$ faces challenges with consumer preferences, large competitors, pricing power and gross margins.Much of the message from my previous article remains true. NIO is increasing unit sales of high-end BEVs but the rate of increase has been mild relative to what we've seen from other OEMs in China.Consumer Pr
NIO: Challenges Must Be Faced
avatarzingzy
2022-06-23
$Unity Software Inc.(U)$ They pump and dump each day, typical indication Funds jumping out. This co will go bankrupt soon. Just my analysis.This hanging out lower for longer means it’s gotta be a takeover target. Larger cap gaming and software firms have got to be drooling over this business at this price.
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2022-05-19

Better Buy: TSM vs. GFS

Headquartered in Hsinchu, Taiwan, $Taiwan Semiconductor Manufacturing(TSM)$ manufactures and sells integrated circuits and semiconductors. It also offers customer service, account management, and engineering services. In comparison, $GLOBALFOUNDRIES Inc.(GFS)$ manufactures integrated circuits, which enable various pervasive electronic devices. The company manufactures a range of semiconductor devices, including microprocessors, baseband processors, network processors, and microcontrollers. While the semiconductor chip shortage and supply chain issues exacerbated by the lockdowns in China and Russia-Ukraine war impact the industry, the robust demand to facilitate hybrid working and decarbonization has allowed comp
Better Buy: TSM vs. GFS
avatarzingzy
2022-07-29
Govt. Handout is not something people should even care about. Intel has plenty of its own cash. Problem is they have committed to spending that cash in new fabs while simultaneously $10B of revenue has gone missing. I think they are staring at near death experience. They need to abandon new fab strategy and find those missing $10B in revenue which will likely take few years now.I have never seen in my life a company as big a name as intel with $10B in negative growth.$Intel(INTC)$
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2022-07-11

PLTR Jumps 0.69%: A Look At The Most Likely Path Going Forward

$Palantir Technologies Inc.(PLTR)$price on Friday, July 08, rose 0.69% above its previous day’s close as an upside momentum from buyers pushed the stock’s value to $10.25.A look at the stock’s price movement, the level at last check in today’s session was $10.18, moving within a range at $9.75 and $10.28. Turning to its 52-week performance, $29.29 and $6.44 were the 52-week high and 52-week low respectively. Overall, PLTR moved 13.36% over the past month.Palantir Technologies Inc.’s market cap currently stands at around $20.37 billion, with investors looking forward to this quarter’s earnings report slated for Aug 10, 2022 – Aug 15, 2022.Analysts project the company’s earnings per share (EPS) to be $0.03, which has seen fiscal year 2022 EPS growth f
PLTR Jumps 0.69%: A Look At The Most Likely Path Going Forward

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