To The Moon

When investing in stocks, I placed myself as a shareholder. I want to vote. $China Everbright(U9E.SI)$ is the highest position in my portfolio. I hold it in long term, capital loss, profits come from dividend income over the time.  I registered the General Annual Meeting vote through Tiger App Corporate Action.

Maybe, as people love to watch their movie  may it change 

At the close of the Hong Kong stock market on March 20th, $TENCENT(00700)$ released its financial report for Q4 and the full year of 2024. Investment HighlightsIncome slightly below expectations, with the gaming business lagging behind and the monetization of video acts growing. Particularly, domestic games are underperforming, with older games showing relatively better performance, but inevitably entering a downward cycle, while new games are below expectations and are at a disadvantage compared to similar competitors. Overseas game growth remains steady and serves as a strong support. Additionally, with the help of AI, advertising further improves efficiency, and the rise in video acts also boosts the benefits of the WeChat ecosystem. Furthermo

$McDonald's(MCD)$ $Occidental(OXY)$    McDonald's Flexes Tech Muscle While Overcoming Outage Hiccup: A Bullish Sign for Investors? McDonald's, the world's largest fast-food chain, is making headlines for two recent developments. On the one hand, they're demonstrating a commitment to technological innovation through their partnership with Google Cloud. This strategic move positions them to leverage advanced cloud-based solutions for potentially smoother operations and an enhanced customer experience in the future. On the other hand, McDonald's recently faced a temporary setback with a technology outage affecting digital ordering systems in several Asia-Pacific regions

$Oracle(ORCL)$ stock price rose 11.75% on Tuesday, the largest single-day increase in more than two years, and closed at $127.54, a record high. The company previously reported third-quarter results that exceeded expectations, with revenue from its cloud services and licensing support divisions growing 12%. 1. $Oracle(ORCL)$ Earnings Highlight:The cloud computing giant announced third-quarter results that were better than Wall Street expectations, and said it had signed a series of large-scale cloud computing service contracts driven by artificial intelligence demand, superimposing the third-quarter results as of February. In the financial quarter, Oracle's remaining performance obligations (RPO, a measur

Xx$Coinbase Global, Inc.(COIN)$  

Earnings Calendar (11 Mar 2024) In the coming week, there are a few earnings of interest like Oracle, Clover, ZIM, UIPath, Dollar General, Adobe and Jabil. Let us look at the earnings of ZIM in detail. Zim Integrated Shipping Services Ltd., commonly known as ZIM, is a publicly held Israeli international cargo shipping company, and one of the top 20 global carriers. The stock has fallen 45.72% from a year ago and currently, Investing has issued a “Strong Sell” rating. ZIM saw revenue growth for the last few years, from $3,991M (2020) to $13,839M (TTM). The Operating income has grown from $705M (2020) to $7,551M (TTM). Unfortunately, EPS (TTM) has turned negative at -17.75. For the balance sheet, we see growth in Total Assets and Total Debt. Capitalization has increased over time and ordinar

Dive into the pulse of corporate finances!This column tracks major companies' financial report anomalies, delivering fresh, sizzling insights on company buzz, stock fluctuations, and key metrics. Join us, engage, and don't miss out! [Heart] $Abercrombie & Fitch(ANF)$ , the parent company of Abercrombie & Fitch and Hollister, said on Wednesday that its holiday quarter sales rose 21% and profits increased due to higher prices and lower raw material costs. This quarter, the company's revenue was 1.45 billion, exceeding analysts' expectations of 1.43 billion US dollars; earnings per share was US$2.97, exceeding analysts' US$2.83; comparable sales increased by 16%, and gross profit margin reached 62.9%, higher than the same period last year 7.2

I believe most of us are familiar with Sea limited due to shopee and garena. Today, we are going to talk about this company before its earnings release tomorrow.  For the past few weeks, Sea Limited investors have witnessed a remarkable revival in buying sentiments late despite intensified competition from TikTok. Investors likely anticipate more optimistic guidance at Sea Limited's upcoming earnings release this coming Monday. SE SE seems on the verge of a decisive breakout for further potential gains towards the $55 and $70 level. Unless Sea disappoints with its forward guidance again, the risk/reward looks increasingly attractive. I was surprised that SE still demonstrated resilience as it bottomed out in January 2024 before staging an almost 45% recovery through this wee

China aviation oil profits have been beat down by Covid-19 since year 2020. It is first financial report to get significant improvement, earning per share increased 75%. Dividend also were 3 times than previous year, 0.0505 SGD. It provided 0.045SGD dividend before Covid-19. I opened this position long time ago, and long time paper loss, but I do confirm it will shine again. Patience bears the fruits. $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$  

🌍Global Struggles: Beyond Meat faces challenges with falling net revenue and share prices, entering its sixth consecutive quarter of negative sales growth. $Beyond Meat, Inc.(BYND)$ 📉Financial Deterioration: Q3 performance indicates a 9% sales decline, a $7.3m gross profit loss, and a $57m EBITDA loss. The company's net debt has risen to $1bn.🌐European Expansion: Beyond Meat seeks growth in Europe, with a distribution deal in Romania through Nordic Food, aiming to capitalize on what it perceives as a faster-growing market than the US.🌱US Market Struggles: Beyond Meat faces challenges in the US market, particularly in the retail meat alternatives category, with declining sales and difficulty retaining customers despite various strategies.🌐Internati

Very nice and enjoyable 

$Unity Software Inc.(U)$ released Q4 earnings report after market close on February 26, with a significant drop of 19%.Since the former CEO’s inappropriate comments in Q3 last year regarding the "payment policy change", the company's management issues have also shown some consequences.Continuous layoffs and business adjustments (reducing loss-making businesses) have brought a lot of uncertainty to the company. The company expects to complete the restructuring by the end of Q1 and revise its performance expectations for Q1.The most anticipated Vision Pro and AI-related businesses have not yet brought in revenue, at least until the market begins to take shape in Q3 of this year.Investment HighlightsOverall, it fell short of expectations. Adjusted reven

$Abercrombie & Fitch(ANF)$ Consistent performer for long, super mega market cap, heading towards earnings next week, constant beats past earnings, the choice is obvious.

*TA as of 24/2/24. But no change to the overall thesis. Hi everyone! Today I’ll analyse a Latin-American e-commerce company: MercadoLibre, Inc. (NASDAQ: MELI) Let’s take a look at the weekly trend. MELI is forming a series of higher lows (ascending black trendline), and previously a series of higher highs. Note that we have not seen a higher high since 2021. During the 2022 bear market, MELI finally retested its long-term trendline, before trading in what appeared to be a bearish ascending channel (green trendlines). However, once we broke over 1,200s, it became clear this was merely a sustained uptrend from a higher low. Recently, MELI broke out of its channel, before a 10%+ ER dump on falling short of consensus estimates, as well as a one-off tax expense in Brazil that won’t show up in s

Earnings Calendar (26 Feb 2024) This week has several earnings of interest that include Baidu, Zoom, Dell, Salesforce and HP. Let us look at the recent performance of Salesforce Observations: Revenue grew from $4B (2014) to $31.3B (TTM 2023) - almost 8x. Gross Profit grew from $3.1B (2014) to $22.9B (TTM 2023) - almost 7x. Operating profits grew from a loss of $286M (2014) to $1,858M (TTM 2023). Salesforce has laid off about 700 workers recently. Will this translate to improved profits in the coming months? For the coming earnings, the forecast of its EPS and Revenue are $2.27 and $9.22B respectively. Can Salesforce reach a new high following its earnings? @TigerStars $Hewlett Packard Enterprise(HP

$TKO Group Holdings(TKO)$  The wrestling world is buzzing with anticipation as TKO Group Holdings, better known as WWE, navigates a period of dynamic change. From boardroom shakeups and streaming partnerships to creative overhauls and legendary returns, the entertainment giant is making headlines for all the right reasons. Rock Solid Foundations: The Rock's strategic entrance onto the board signals a potential shift in direction, leveraging his star power and industry acumen. SmackDown's triumphant return to USA Network signifies a renewed partnership with NBCUniversal, solidifying their presence in the traditional cable landscape. Netflix's historic deal for Raw marks a bold move into streaming, expanding WWE's reach to a global audience and

Because I deserve it

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[Miser]Hello TigersThis week, $NVIDIA Corp(NVDA)$’s earnings report pushed the $DJIA(.DJI)$ and $S&P 500(.SPX)$ to another record high.Investment bank analysts also raised their price targets on $NVIDIA Corp(NVDA)$ >>Do you still have confidence in holding shares or have you appropriately reduced your position? In addition to popular technology stocks, what other earnings are you paying attention to this week?The following 2 tables listed the top companies that released better than expected earnings during February 19-22, 2024.Disclaimer: Re

At the close of the Hong Kong stock market on March 20th, $TENCENT(00700)$ released its financial report for Q4 and the full year of 2024. Investment HighlightsIncome slightly below expectations, with the gaming business lagging behind and the monetization of video acts growing. Particularly, domestic games are underperforming, with older games showing relatively better performance, but inevitably entering a downward cycle, while new games are below expectations and are at a disadvantage compared to similar competitors. Overseas game growth remains steady and serves as a strong support. Additionally, with the help of AI, advertising further improves efficiency, and the rise in video acts also boosts the benefits of the WeChat ecosystem. Furthermo

Dive into the pulse of corporate finances!This column tracks major companies' financial report anomalies, delivering fresh, sizzling insights on company buzz, stock fluctuations, and key metrics. Join us, engage, and don't miss out! [Heart] $Abercrombie & Fitch(ANF)$ , the parent company of Abercrombie & Fitch and Hollister, said on Wednesday that its holiday quarter sales rose 21% and profits increased due to higher prices and lower raw material costs. This quarter, the company's revenue was 1.45 billion, exceeding analysts' expectations of 1.43 billion US dollars; earnings per share was US$2.97, exceeding analysts' US$2.83; comparable sales increased by 16%, and gross profit margin reached 62.9%, higher than the same period last year 7.2

$Upstart Holdings, Inc.(UPST)$ is scheduled to announce Q4 earnings results on 13 Feb 2024 after market close. The consensus EPS Estimate is -$0.14 (+44.0% Y/Y) and the consensus Revenue Estimate is $135.3M (-7.9% Y/Y). Degradation in the macro environment, conservative assumption for Upstart Macro Index in loan pricing, seasonal headwinds and tightening from funding partners are expected to have hurt the top line in the quarter under discussion. Consumer delinquencies are elevated, and funding markets remain limited in their appetite for risk. This is expected to have increased loan pricing in the company’s platform and lowered approval rates for loan applicants, thus reducing transaction volume and affecting the top line. However, Upstart’s fou

Last Week's RecapThe US Market - The $S&P 500(.SPX)$ @ 5KThe $S&P 500(.SPX)$ ’s more than 1% gain for the week pushed the index above the 5,000-point threshold for the first time and marked its 14th positive result out of the past 15 weeks. The $NASDAQ(.IXIC)$ added more than 2%  while the $DJIA(.DJI)$ posted a fractional gain. Strong earnings results from selected technology companies fueled another week of equity market.The U.S. small-cap stocks $iShares Russell 2000 ETF(IWM)$ posted a 2.5% gain for the week, but that positive result came on the heels of a sh

$Coca-Cola(KO)$ is expected to release earnings on 13 Feb 2024 before the market opens (BMO). Coca-Cola boasts a high brand value and a diversified portfolio of beverages, providing resilience against market fluctuations and the challenges faced in 2020 due to the pandemic. The company’s ability to generate profits through licensing its trademark to beverage manufacturers enhances its revenue streams and profitability. It also has a history of rising dividend payouts. Despite facing challenges, Coca-Cola maintains a stable market share in North America, its largest market. Coca-Cola Emerging Markets Penetration - Middle-Class Growing Over the past few years after pandemic, we have seen middle-class population growing in emerging markets, this has d

I believe most of us are familiar with Sea limited due to shopee and garena. Today, we are going to talk about this company before its earnings release tomorrow.  For the past few weeks, Sea Limited investors have witnessed a remarkable revival in buying sentiments late despite intensified competition from TikTok. Investors likely anticipate more optimistic guidance at Sea Limited's upcoming earnings release this coming Monday. SE SE seems on the verge of a decisive breakout for further potential gains towards the $55 and $70 level. Unless Sea disappoints with its forward guidance again, the risk/reward looks increasingly attractive. I was surprised that SE still demonstrated resilience as it bottomed out in January 2024 before staging an almost 45% recovery through this wee

$Robinhood(HOOD)$ is scheduled to announce Q4 earnings results on 13 Feb 2024 after market close. The consensus EPS Estimate is $0.07 and the consensus Revenue Estimate is $452.78M (+19.2% Y/Y). Robinhood have been focusing heavily on developing new products and entering new markets, including its cryptocurrency offerings. Robinhood further reported $52.9 billion in equity trading volume and 95.3 million options contracts traded. Margin loan balances edged down to $3.4 billion, while total cash sweep balances rose 9% to $15.2 billion at month's end. The majority of the increase came from Robinhood's Gold cash sweep product. Prevalence Of Stock-Trading Apps According to study by the Federal Reserve Bank of New York's

Insights: 1. Coca-Cola's performance over the past few quarters indicates steady recovery, supported by its strong moat, providing ample room for price appreciation. 2. As a consumer staple giant, Coca-Cola effectively combats inflationary pressures through pricing strategies, though macroeconomic risks in consumer recovery must be cautiously managed. 3. The stock's continued high volatility over the past two years reflects market uncertainty. Given the current lack of consumer momentum, investors should await more favorable opportunities. Long-term holding is advisable for Coca-Cola investments. Financial Analysis: Revenue Growth Surpasses Expectations, Profit Performance Moderate Revenue: Coca-Cola's revenue for the fourth quarter reached $10.85 billion, a 7.2% year-over-year increase, s

$Shopify(SHOP)$ is expected to release earnings on 13 Feb 2024 before the market opens (BMO). Shares surged in early November after the Canadian e-commerce firm reported another quarter of strong bottom-line and top-line growth and also gave an upbeat outlook. Like a lot of similar e-commerce companies, Shopify has been cutting costs. In May, the company laid off 20% of its workforce. It also announced plans to sell its logistics unit to Flexport, a supply chain software startup. Shopify's fourth-quarter profit is expected to more than quadruple to 31 cents a share, with revenue up 19% to $2.07 billion. Technical is showing uptrend based on Shopify have been trading for more than 50 trading sessions above the 50-day MA period. I would think invest

$Oracle(ORCL)$ stock price rose 11.75% on Tuesday, the largest single-day increase in more than two years, and closed at $127.54, a record high. The company previously reported third-quarter results that exceeded expectations, with revenue from its cloud services and licensing support divisions growing 12%. 1. $Oracle(ORCL)$ Earnings Highlight:The cloud computing giant announced third-quarter results that were better than Wall Street expectations, and said it had signed a series of large-scale cloud computing service contracts driven by artificial intelligence demand, superimposing the third-quarter results as of February. In the financial quarter, Oracle's remaining performance obligations (RPO, a measur

$McDonald's(MCD)$ $Occidental(OXY)$    McDonald's Flexes Tech Muscle While Overcoming Outage Hiccup: A Bullish Sign for Investors? McDonald's, the world's largest fast-food chain, is making headlines for two recent developments. On the one hand, they're demonstrating a commitment to technological innovation through their partnership with Google Cloud. This strategic move positions them to leverage advanced cloud-based solutions for potentially smoother operations and an enhanced customer experience in the future. On the other hand, McDonald's recently faced a temporary setback with a technology outage affecting digital ordering systems in several Asia-Pacific regions

Public Holidays There are no public holidays in the USA for the coming week. Hong Kong will be closed for the Chinese Lunar New Year (CNY) from 10 to 13 Feb 2024. China will be closed for the Chinese Lunar New Year (CNY) from 9 to 15 Feb 2024. Singapore will be closed for the Chinese Lunar New Year (CNY) from 10 to 12 Feb 2024. Here is wishing all a blessed Chinese New Year. Economic Calendar (05 Feb 2024) Notable Highlights The Chinese-speaking world should be closed as they celebrate the Chinese Lunar New Year. Celebrations start on 09 Feb 2024 for many of the Chinese-speaking nations like China, Hong Kong & Singapore. PMI. S&P Global Services PMI has a forecast 52.9 which suggests improvement in the services outlook. ISM non-manufacturing PMI & prices will also be released.

After the US stock market closed yesterday, semiconductor giant $Intel(INTC)$ collapsed, its share price plummeted 10.9% :On the news, Intel released fourth-quarter report, which exceeded market expectations in terms of revenue and net profits, but the guidance for the first quarter of this year was poor, causing the stock price to plummet:Why did this earnings report make Wall Street nervous?Specifically, Intel performed well in the fourth quarter of last year, with revenue of $15.4 billion, an increase of 9.7%, approaching the upper limit of management's guidance of $14.6-15.6 billion:By business, Intel's traditional client business generated revenue of $8.844 billion, an increase of 33.1%; Data center business revenue of $3.985 billion, down 9.

Good morning tigers, here we go one of the heavy weight stock here. Financial Performance Overview: Exceeding Expectations in Q4 Goldman Sachs released its Q4 2023 earnings report, showcasing a quarterly revenue of $11.318 billion, marking a 6.8% year-over-year growth and surpassing the market's anticipated $10.96 billion. Analyzing the overall financials, Goldman Sachs exhibited remarkable figures, with revenue rebounding year-over-year and key financial metrics outperforming expectations. Specifically, the direct investment business played a significant role in driving growth, though it showed a subdued performance compared to the previous quarter. Despite the fluctuations, Goldman Sachs maintains a robust stock performance, suggesting a long-term holding strategy for investors. Financia

[Miser]Hello TigersThis week, $NVIDIA Corp(NVDA)$’s earnings report pushed the $DJIA(.DJI)$ and $S&P 500(.SPX)$ to another record high.Investment bank analysts also raised their price targets on $NVIDIA Corp(NVDA)$ >>Do you still have confidence in holding shares or have you appropriately reduced your position? In addition to popular technology stocks, what other earnings are you paying attention to this week?The following 2 tables listed the top companies that released better than expected earnings during February 19-22, 2024.Disclaimer: Re

*TA as of 24/2/24. But no change to the overall thesis. Hi everyone! Today I’ll analyse a Latin-American e-commerce company: MercadoLibre, Inc. (NASDAQ: MELI) Let’s take a look at the weekly trend. MELI is forming a series of higher lows (ascending black trendline), and previously a series of higher highs. Note that we have not seen a higher high since 2021. During the 2022 bear market, MELI finally retested its long-term trendline, before trading in what appeared to be a bearish ascending channel (green trendlines). However, once we broke over 1,200s, it became clear this was merely a sustained uptrend from a higher low. Recently, MELI broke out of its channel, before a 10%+ ER dump on falling short of consensus estimates, as well as a one-off tax expense in Brazil that won’t show up in s

Walmart $Wal-Mart(WMT)$ closed at an all-time high today after posting beats earnings estimate, boosts dividend, agrees to buy Vizio for $2.5 billion.beat revenue by $3B ($173B vs $170B)beat EPS by 15 cents (1.80 vs 1.65)ad biz is up 33% YoYecom biz is up 23% YoY3:1 stock split on Feb. 26, 2024acquired Vizio for $2.3B to take OTT ad marketshare away from $ROKU (-7% on the day)Walmart's Q4 2023 earnings report shows that their e-commerce business grew 40% in 2023, largely in part due to their expansion of grocery pickup and delivery services.ImageImage $Wal-Mart(WMT)$ Stock Forecast & Price TargetWal-Mart is poised for new rounds of expansions in the coming years as they have stated. And the analysts pre

When investing in stocks, I placed myself as a shareholder. I want to vote. $China Everbright(U9E.SI)$ is the highest position in my portfolio. I hold it in long term, capital loss, profits come from dividend income over the time.  I registered the General Annual Meeting vote through Tiger App Corporate Action.

$NVIDIA Corp(NVDA)$  Boom boom or KA-BOOM?? HIi, this is Daniel again. NVIDIA is about to announce its finance results next week, I'm sure many of you are as excited as me.  BACKGROUND~~ NVIDIA is a leading multinational technology company specializing in graphics processing units (GPUs), artificial intelligence (AI), and high-performance computing (HPC). They cater to various markets, including gaming, data centers, professional visualization, and autonomous vehicles. **2023 Performance:** TLDR VERSION-- So far so good!  $$$ FINANCIALS $$$ NVIDIA enjoyed a stellar 2023, with stock price soaring 237%, making it the best performer among the "Magnificent 7" tech stocks. Revenue grew significantly, driven

$Unity Software Inc.(U)$ released Q4 earnings report after market close on February 26, with a significant drop of 19%.Since the former CEO’s inappropriate comments in Q3 last year regarding the "payment policy change", the company's management issues have also shown some consequences.Continuous layoffs and business adjustments (reducing loss-making businesses) have brought a lot of uncertainty to the company. The company expects to complete the restructuring by the end of Q1 and revise its performance expectations for Q1.The most anticipated Vision Pro and AI-related businesses have not yet brought in revenue, at least until the market begins to take shape in Q3 of this year.Investment HighlightsOverall, it fell short of expectations. Adjusted reven