ToughCoyote

    • ToughCoyoteToughCoyote
      ·03-28 12:03
      $Alibaba(BABA)$  $Alibaba(09988)$  Announced that the loss narrowed by 5.5% to HK$763 million last year, with a loss per share of HK$1.74. Excluding the impact of special items of non-operating nature, the adjusted loss narrowed by 10.6% to HK$607 million, and the EBITDA loss narrowed to HK$140 million during the period. No final dividend was paid. TVB The stock price fell 2.3% today, closing at HK$3.42. During the period, revenue fell 7% year-on-year to HK$3.323 billion. Among them, the Hong Kong TVB division recorded revenue of HK$1.4 billion, an increase of 8% year-on-year, while revenue from advertisers increased by 9%. Mainland
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    • ToughCoyoteToughCoyote
      ·03-27 18:08
      $TVB(00511)$  Announced that the loss narrowed by 5.5% to HK$763 million last year, with a loss per share of HK$1.74. Excluding the impact of special items of non-operating nature, the adjusted loss narrowed by 10.6% to HK$607 million, and the EBITDA loss narrowed to HK$140 million during the period. No final dividend was paid. TVB The stock price fell 2.3% today, closing at HK$3.42. During the period, revenue fell 7% year-on-year to HK$3.323 billion. Among them, the Hong Kong TVB division recorded revenue of HK$1.4 billion, an increase of 8% year-on-year, while revenue from advertisers increased by 9%. Mainland business revenue increased by 4% to 729 million yuan, benefiting from the growth of revenue from co-produ
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    • ToughCoyoteToughCoyote
      ·03-26
      The solid-state battery industry chain mainly includes 10 major industries: 1. Solid electrolyte material industry It involves the research and development, preparation and production of solid electrolyte materials, such as solid ceramic materials, polymer materials, etc. 2. Battery positive and negative material industry Including the research and development, production and supply of positive materials and negative materials to meet the needs of solid-state batteries. 3. Battery diaphragm manufacturing industry Responsible for the production of the diaphragm required for solid-state batteries to ensure the isolation between positive and negative electrodes and the conductivity of electrolytes. 4. Battery packaging and assembly industry The positive and negative materials, electrolytes an
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    • ToughCoyoteToughCoyote
      ·03-24
      On March 21, 24,$PDD Holdings Inc(PDD)$  Pinduoduo finally released its 23-year Q4 financial report, with a revenue of 88.88 billion yuan, a profit of 23 billion yuan, and a net profit margin of more than 26%. Looking back on the whole of 2023, the overall revenue was 247.6 billion, the net profit was 60 billion, and the annual net profit margin exceeded 24%. Although the stock price trend is a little strange after the release of the financial report, in the case of$JD.com(JD)$  TEMU's overall expansion and losses, it can get such a high net profit. The main website is for Pinduoduo, just like Google search for Alphabet, has undoubtedly
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    • ToughCoyoteToughCoyote
      ·03-22
      $TENCENT(00700)$  This position has added a little goose, and the current big goose position is half of NetEase. As far as the financial report itself is concerned, it must be relatively general, mainly because of the game, and the market also has expectations. The video account is certain, the game my benchmark case is the same as the growth rate of the broader market, and the pessimism is that the growth of 0% lasts for 1-2 years, and then let's talk about it. . . In this way, in the next 1-3 years, 5%-10% of endogenous growth, +5% shareholder returns, there is not much room for the long-term dimension of valuation, and the expected rate of return has reached the standard, exceeding the historical average annualiz
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    • ToughCoyoteToughCoyote
      ·03-21
      $PDD Holdings Inc(PDD)$  I really didn't expect that this advertisement on the main site could beat market expectations. The full-year profit in 2023 was slightly lower than my own expectations. There was still no repurchase in the fourth quarter, which was a little disappointing. There is no need for dividends at this stage, but I actually want to see Pinduoduo do some repurchases in 2024, especially at the moment of the huge wave journey, with total share capital under control and full financial capabilities. This year, the annual reports of my largest and second largest holdings have been released, both of which are big beats. One rose by more than 20% on the same day, and YTD has been 40%+, and the other PDD opene
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    • ToughCoyoteToughCoyote
      ·03-17
      Look at new energy vehicle$Tesla Motors(TSLA)$  $XPeng Inc.(XPEV)$  $NIO Inc.(NIO)$  $Li Auto(LI)$  $BYD COMPANY(01211)$   from the perspective of a shopping mall. At present, the core location on the first floor of many large shopping malls is given to new energy vehicles, including new forces in new energy and electric series from established oil truck companies. These brands have the following charact
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    • ToughCoyoteToughCoyote
      ·03-16
      In fact, since last year, the so-called computing power competition no longer uses nanometers as the criterion. The performance improvement brought about by the advancement of manufacturing processes in the past five years will be visibly reduced, and the installed capacity will also go down as the replacement rate of mobile devices decreases. Why did this year the Android camp start to adopt the strategy of releasing new products twice a year? The main reason is to ship as much as possible before the curve becomes ugly. As for desktop computing cores, the overall business direction (such as large models or AI) is to stack performance rather than optimize performance. The application cycle of accumulated computing power chips is calculated in several years. Short-term progress requires It
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    • ToughCoyoteToughCoyote
      ·03-14
      $Li Auto(LI)$  $XPeng Inc.(XPEV)$  The action is really fast, and the entry threshold of L7 and L8 is immediately down, and the new air suspension version has also been reduced by 5,000 in disguised form. The positioning of the L9 has not changed, but I don't think it is necessary. In this way, the L6 will be more in line with the listing expectations of the 24-27 price range (or even 22 if necessary). I hope Boss Li will let Mega come to two SKUs as soon as possible, and we all know that what it really needs is a Pro version. All the black public relations essentially reflect the mutual devotion of the market, and the core factor to reverse
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    • ToughCoyoteToughCoyote
      ·03-08
      $BYD COMPANY(01211)$  The video I took last year of Chinese cars together seemed like a hero post, but it was actually a Hongmen Banquet. This company may be able to single-handedly squeeze the economies of scale of China's top ten car companies to zero in 2024: I have models that you don't have, and I keep them all; I discount models that everyone has; you have models that I don't have. Sorry does not exist. I said in my previous analysis that the vicious price competition will stop, but the weights and measures of whether it is vicious or not are basically in the hands of BYD: the industrial chain forms a closed loop, the comprehensive technology cost is the lowest in the country, and the battery raw material disc
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