102403580
:
already expected to be bad and priced in previous quarter, the question is will it become worse going forward? I don't think so, china seems to have bottomed and interest rate seems to have peak...both signal stability for this counter going forward which implies around 6% yield at current price
104156217
OP102403580
:
Well. I guess the worst should be over. But the growth may not be as aggressive as we like cos the rate cut may be lower than we wished for.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
ABeautifulday : need to at least wait for Oct 29 ex-date
102922433 : I think it's a low point. Hit 1. 390 at most, and the goal can reach 1.55. Because the next dividend is about to be announced
104156217 OP 102922433 : Its quarterly performance wasn't very good; it could have been lower.
wahlao : 1.36 would be fair for the drop in earnings
102922433 : Believe that it will drop after the ex-dividend day.
wahlao : ex-date 1.32
102403580 : already expected to be bad and priced in previous quarter, the question is will it become worse going forward? I don't think so, china seems to have bottomed and interest rate seems to have peak...both signal stability for this counter going forward which implies around 6% yield at current price
104156217 OP 102403580 : Well. I guess the worst should be over. But the growth may not be as aggressive as we like cos the rate cut may be lower than we wished for.
104156217 OP wahlao : I seriously doubt it will go back to this level.
1M50 102922433 : Already announced
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