Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top
Weekly Buzz
Views 343K Contents 2294

Weekly Buzz | AU Earnings season ended, so did NVDA?

avatar
Moomoo AU joined discussion · Sep 2 17:33
Hello mooers!!!
Welcome back to AU Weekly Buzz, where we review the news, performance, and community sentiment of the top ten buzzing stocks on moomoo based on search and message volumes!
Comment below to answer the Weekly Topic question for a chance to win incentives!
Let's dive into the buzzing stocks last week!
Weekly Buzz | AU Earnings season ended, so did NVDA?
Stocks Review
1. $NVIDIA (NVDA.US)$ Buzzing Stars ⭐⭐⭐⭐⭐
On August 28th Eastern Time, the world's leading GPU manufacturer NVIDIA, which is highly anticipated, released its financial report for the second quarter of the fiscal year 2025, showing a dazzling performance. However, the stock price fluctuated sharply after the performance, falling by more than 8%. The firm's forward-looking revenue expectations were not as high as investors wanted, despite reaching over 200% year over year.
Mooers Views:
   
2. $Apple (AAPL.US)$ Buzzing stars ⭐⭐⭐⭐
$Apple (AAPL.US)$ rose 0.95% last week. Apple is expected to unveil the iPhone 16 on Sep 9, which will come with new AI features that could help users write emails and create images. Apple is ramping up production for its upcoming AI-enhanced iPhone 16, with reports indicating a more than 10% boost in new iPhone orders. The tech giant has instructed its suppliers to gear up for an initial run of approximately 88 to 90 million units, marking a substantial uplift from the initial orders placed for the iPhone 15 series last year.
Mooers Views:
@10baggerbamm: I own Apple by the way. I think this is a disappointment because there is no rush now to buy the next generation phones for $1,300 without a contract there's no rush a better camera...
   
3. $BHP Group Ltd (BHP.AU)$  Buzzing stars ⭐⭐⭐⭐
$BHP Group Ltd (BHP.US)$ dropped 0.11% and $BHP Group Ltd (BHP.AU)$ rose 0.25% last week. BHP announced its FY24 financial results on August 27. The world's largest miner reported a 39% drop in statutory net profit to US$7.9 billion, driven by a US$2.7 billion writedown of its Western Australian nickel operations and a US$3.8 billion charge related to the Samarco dam failure in Brazil. However, underlying profit excluding significant items rose 2%, surpassing analyst expectations of US$13.26 billion, and revenue increased by 3%.
Mooers Views:
@OB1KENOB: BHP Average iron ore realised price FY2024 H1 US$103.70; BHP Average iron ore realised price FY2024 H2 US$98.30. For a FY2024 Average realised US$101.04. So H2 realised price approx 5% lower than H1. That's why upcoming dividend might be slightly lower than expectations? Might be wrong - just a bit of guestimate fun!!
@Gaxsun: low copper assumptions with likely 50% payout ratio.   $Rio Tinto Ltd (RIO.AU)$ at this point will pay higher dividends due to lower net debt and low capex spend in the interim. BHP is spending more on growth - Jansen and copper. However in a few short years we will get a couple billion EBITDA from Jansen, a new commodity (new pillar). Read more>>
   
4. $Advanced Micro Devices (AMD.US)$  Buzzing stars ⭐⭐⭐
$Advanced Micro Devices (AMD.US)$ slid 4.14% last week. It announced to acquire ZT Systems last week, which is a top maker of AI tech for big computing firms, in a $4.9 billion deal. This purchase is a big step in AMD's AI plans and helps it better compete with Nvidia.
Mooers Views:
@Francis陳政: If the price fails to move lower and breaks below 139.85, we may have another entry opportunity.
@OptionsKing: AMD will double in market cap size from $250 billion today to $500 billion in 11 months. In 24 months, they will reach $1 trillion or $600.
   
5. $CommBank (CBA.AU)$  Buzzing stars ⭐⭐⭐
$CommBank (CBA.AU)$ jumped 1.97% last week. CBA cut interest rates for some of its home loan products for new customers on August 23th, stoking fears of spurring intense competition in the local mortgage market, according to Reuters.
Mooers Views:
@gbsurfer: yup.. really sorry to leave. only did so because the dividend yield was so low due to stratospheric share price. i m not sure I have 10 years left in me, so dividend yields now drive my decisions. Mainly VHY..indexed so, average all around, but diversified and thus derisked. I still hold $Westpac Banking Corp (WBC.AU)$ and $ANZ Group Holdings Ltd (ANZ.AU)$ … neither fill me with joy but at least the yields are still north of 5%.
@ArtieZiffsCat: Its a bank, with a book value at 3.2 that will do ROE of around 13%. Its a bank, the net margins are where it makes its money. You cant technology your way to higher net margins. The concept of banking is the same today as it was 100 years ago, the internet has changed the delivery. This is one of the most bizarre moments in Australian stock market history
   
6. $Amazon (AMZN.US)$ Buzzing stars ⭐⭐⭐
$Amazon (AMZN.US)$ rose 0.82% last week. In a strategic push to solidify its presence in the burgeoning quick commerce sector, Amazon's Indian arm is preparing to introduce its quick commerce service in 2025, according to Economic Times.
Mooers Views:
@Patriot trader: It will reverse back up. With the interest rate cut always means retail gets a boost. Good time to buy or buy a long call.
   
7. $Woodside Energy Group Ltd (WDS.AU)$  Buzzing stars ⭐⭐
$Woodside Energy Group Ltd (WDS.AU)$ jumped 5.22% last week. Woodside released its half year 2024 results on August 27. The operating revenue was down 19% to US$5,988 million, due to the drop in oil prices.The underlying net profit after tax down 13.9% to US$1,632 million. Additionally, the company has also announced an interim dividend of $0.69 per share, which is a decrease from the $0.80 a year earlier, but still within its 50% to 80% payout range.
Mooers Views:
@Lambert AI: Excellent stable high yield stocks for long term holding :   $Woodside Energy Group Ltd (WDS.AU)$ ,   $ANZ Group Holdings Ltd (ANZ.AU)$ and $Fortescue Ltd (FMG.AU)$ as the Aussie Trinity. Fantastic performance Q2&3, glad that people do understand about long term investing, Thumbs Up.
   
Weekly Topic
$Droneshield Ltd (DRO.AU)$ is driving wild these days. The investment strategist mooer @Jessica Amir's told us 3 simple but useful tips for investment preparation through her article Three steps to analyse DroneShield, or other stocks you like.
Read her sharing and share your concise analysis from the 3 aspects mentioned in her article:
Will DRO.AU shares return to its July high of $2.72?
– Technical index
– Financial indicator
– News around
We'll choose up to 15 comments for 200 points per commentator as the incentives. The incentives will be delivered next Monday. Looking forward to your analysis! Check your points>>
Invest with moomoo
Moomoo's 5/24 feature helps you get seamless trading experience in US stocks market. What is the 5/24 feature?>>
Weekly Buzz | AU Earnings season ended, so did NVDA?
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
3
49
1
+0
13
Translate
Report
61K Views
Comment
Sign in to post a comment
  • mr_cashcow : 1. Technical→Making use of the various TA
    DroneShield have a mixed technical analysis outlook. The Relative Strength Index (RSI) suggests a neutral signal, while the Moving Average Convergence Divergence (MACD) indicates a sell signal. However, the 20-day and 100-day exponential moving averages suggest a buy signal. The stock's pivot points also indicate a buy signal

    2. Financial→follow the moolah
    DRO's financial performance has been strong, with a 423.21% increase in share price over the past year. The company's revenue has also grown, with a market capitalization of AU$1.16 billion. However, the stock's price-to-earnings ratio is high at 171.1x, indicating potential overvaluation

    3. News reporting→understand the story
    Recent news suggests that DRO's stock price has dropped 41% despite the company's strong financial performance. Analysts have also noted that the company's shares are not flying under the radar, indicating potential for future growth. However, there are concerns about the company's ability to use its cash wisely and its high executive pay

    Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD[undefined]

  • 102362254 : To evaluate $Droneshield Ltd (DRO.AU)$ or any stock, follow 3 easy steps: First, look at technical indicators, which suggest DroneShield's stock might fall even though it recently went up, but this doesn’t change its long-term outlook. Second, use both technical and financial analysis, checking key numbers like earnings per share and revenue. Even though EPS recently dropped, DroneShield’s revenue has grown a lot and future predictions are positive. Finally, keep up with news and company updates to get a better understanding of the stock’s overall situation.

  • 151404867 : how can i get real time updates for ASX stocks like US stocks ?

  • Moomoo Buddy 151404867 : Moomoo AU provides free AU stocks BMP Quotes (support refreshing real-time quotes manually), 40-order book.
    You can purchase Australia LV2 Advanced Quotes via App - Me - Market Data.

  • 151273476 : From the current perspective, the outlook is not optimistic.

  • Cheesetopher : Technical Index: Technical analysis seems to indicate that the trend in Droneshield's share price is relatively bearish, implying short term price decreases. I would assume that, given the time frames for the technical analysis, this analysis focuses only on short term rises and falls in the share price, and may not be indicative of DRO.AU's full potential at the end of this year. Therefore, subject to an analysis of the company's finances and news, it is possible for DRO.AU share prices to return to their July high of $2.72.

    Financial Indicator: Financial Indicators show a substantial revenue increase by 105.44%, however, the company's EPS has decreased by 30%, performing significantly under the Financial estimate for FY2024. On the other hand, Morningstar Research highlighted Droneshield's high price to earnings ratio of 80.05 which is 87% greater than its sector peers. This could potentially indicate a rise in share price, however, as further stated by Morningstar research, the uncertainty of DRO.AU share prices have been described as extreme.

    News Around: Bell Potter from the Motley Fool suggested a price target of $1.35 for the stock, which had now been surpassed. Oleg Vornik also blamed media reporting for the fall in share price from the July high. Regardless of price estimates, media reporting appears to be a massive influence on DRO.AU share prices, potentially explaining some of the volatility in the market. It is also possible that the spike to $2.72 is also merely a product of the media, especially given the intense media attention towards wars in Palestine and Ukraine. Furthermore, there appears to be limited evidence from any broker that supports a price target as high as $2.72 per share.

    In conclusion, due to the high volatility of DRO.AU share prices, it remains possible that DRO.AU shares will return to their July high of $2.72, however, it appears that there is no solid evidence to support that this is the likely outcome for this year.

  • 151452511 : Watched an interesting vid that said Sep was statistically and consistently the worst month for the market. So far holding true, but if you can buy the dip you are doing well.

  • aarick : Threat continue to rise around the world, demand will only continue

  • r○bsplace : 👇

  • 152213710 : Hi

View more comments...