To The Moon

​$XIAOMI-W(01810)$  announced the 2021Q4 and the whole year results on Tuesday. The company's revenue and net profit exceeded market expectations, showing full resilience under the headwind of tight supply chain and weak demand. While the fundamentals improved, Xiaomi announced a new round of HK $10 billion repurchase plan, following Ali's $25 billion. Can the 10 billion repurchase for two consecutive years save Xiaomi's share price? Key points of performance are as follows: Q4 revenue was 85.575 billion yuan, a year-on-year increase of 21.4%, exceeding expectations; Q4 adjusted net profit was 4.473 billion yuan, a year-on-year increase of 39.6%, exceeding market expectations; In 2021, smartphone revenue was

​$ZIM Integrated Shipping Services Ltd.(ZIM)$ 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 U

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

"Tesla Killer"$Rivian Automotive, Inc.(RIVN)$ announced Q4 and full-year results. Due to the tight supply chain, the production capacity was cut in half this year, from 50,000 vehicles to 25,000 vehicles. At the same time, the loss in the fourth quarter exceeded expectations, and the stock price plummeted by 13% after market. 2021Q4 highlight: Q4 net loss was 2.46 billion dollars, compared with a net loss of 353 million dollars in the same period last year; Adjusted loss per share was $2.43. Q4's revenue was 5,400 US dollars, lower than the expected value of 60 million US dollars, and 909 electric vehicles were delivered throughout the year; The pre-order for Q4 electric trucks and SUVs is 83,000. ​ The prod

After social software $Bumble Inc.(BMBL)$ releasing Q4 financial report, it jumped by 42% in the day, which is suspected of setting off a wave of short squeeze. In the past, Bumble has been sold off sharply, falling by more than 65% in six months, which is seriously inconsistent with its fundamentals, because the utilization rate of dating software in the United States is significantly higher than that before the epidemic. According to Sensor Tower, global usage of Tinder, Bumble and Hinge increased by 17% in January 2022 compared with 2019. ​​ BumbleQ4 results are as follows: In 2021, the total revenue increased to 765.7 million US dollars; Bumble App revenue increased 42% to $150.5 million in the fourth quarter; In th

​$Rivian Automotive, Inc.(RIVN)$ will announce 2021Q4 financial report after the market on March 10th (Thursday). As Rivian's large-scale delivery plan starts in 2022, the focus of 2021Q4 financial report may be more on the update of automobile orders and the delivery guidelines this year. Bloomberg predicted that Rivian revenue for Q4 was $63.96 million, adjusted net profit was-1. 445 billion, and adjusted earnings per share was about-1. 875 dollars. Rivian's share price fell 25% last week, casting a shadow over the earnings report. Rivian and other electric vehicles are being sold off by the market because of the Russian-Ukrainian war and the start of interest rate hikes, and investors are switching from high-va

$Grab Holdings(GRAB)$ 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, Q4GM

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 th

Fintech platform$SoFi Technologies Inc.(SOFI)$ released a strong Q4 results, benefiting from the comprehensive recovery of personal credit demand in US. Sofi's key financial indicators and operational indicators both hit record highs, and ended strongly in 2021, with the company's share price rising by 15% before the market. 2021Q4 Highlight: In the case of unexpected extension of deferred payment of federal student loans at the end of December, the adjusted net income was 280 million US dollars, a year-on-year increase of 54%, which was located at the middle end of the guidelines; After Q4, the adjusted EBITDA was US $5 million, achieving profit for the sixth consecutive quarter, which was at the high end of the gu

Since hitting a high of $370 in October last year, $Sea Ltd(SE)$ has dropped by 60%, and the market value has returned to the level at the beginning of the epidemic in 2020. When the "tide" faded, Sea returned to normal growth from high growth in the past two years. What valuable information did this Q4 financial report reveal? 2021Q4 Highlight GAAP's total revenue was USD 3.2 billion, up 105.7% year-on-year. Gross profit was US $1.3 billion, up 145.6% year-on-year. The adjusted EBITDA was-$492.1 million, compared with $48.7 million in the fourth quarter of 2020. Banned in india, and globalization is blocked In the fourth quarter, Sea's revenue growth rate was 105%, falling back to the low point of the year; In the past