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The world's largest semiconductor contract manufacturer $Taiwan Semiconductor (TSM.US)$ 2025年第1四半期の売上高と設備投資の見通しは市場予想を上回り、人工知能（AI）ハードウェア支出が2025年も力強く推移するとの期待を高めている。同時に、TSMCの2024年第4四半期の純利益は前年比で驚異の57%増を記録し、市場の予想を上回った。これにより、AIハードウェア支出ブームが2025年も続くことを期待する投資家にとって、さらなる追い風となっている。
Both the fourth quarter earnings and the first quarter guidance exceeded expectations, causing TSMC to trade at $220 in the overnight session of the USA stock market.risen by over 6% and reached $220.
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Earnings Call Highlights
●Net profitcompared to the same period last yearincreased by 57%374.68 billion Taiwanese dollars, exceeding the expected 369.603 billion Taiwanese dollars.
●revenuecompared to the same period last yearAn increase of 38.8%.868.461 billion Taiwanese dollars, exceeded the expected 855.342 billion Taiwanese dollars.
●EPS (Earnings Per Share)is 14.45 Taiwan dollar, exceeding the Financial Estimates of 14....
Both the fourth quarter earnings and the first quarter guidance exceeded expectations, causing TSMC to trade at $220 in the overnight session of the USA stock market.risen by over 6% and reached $220.
●Net profitcompared to the same period last yearincreased by 57%374.68 billion Taiwanese dollars, exceeding the expected 369.603 billion Taiwanese dollars.
●revenuecompared to the same period last yearAn increase of 38.8%.868.461 billion Taiwanese dollars, exceeded the expected 855.342 billion Taiwanese dollars.
●EPS (Earnings Per Share)is 14.45 Taiwan dollar, exceeding the Financial Estimates of 14....
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Dear MOOMOO users, good morning!![]()
The key points of this morning's report are here.
Tokyo stock market is expected to range from 800,000 yen to 870,000 yen (closing price on the 18th is 908,181 yen and 71 sen).
FRB cuts interest rates by 0.25 points, hinting at a slowdown in the pace next year.
Micron tumbles after earnings hours with significant downturn, reflecting dislike for guidance due to weak demand for smartphones and PCs.
Mr. Mask expresses opposition to interim budget proposal, deepening confusion within the Republican Party.
EU to investigate the link between Pfizer and eye diseases.
Netflix fined by Dutch authorities in regards to handling of personal information.
moomoo News Mark
Market Overview
◇On the 18th, the US stock market plunged significantly. It was the first time in August that all three major indexes fell by 2% or more. The Dow Jones Industrial Average has been declining for 10 consecutive trading days. As the announcement of the Federal Open Market Committee (FOMC) results approaches, the cautious sentiment strengthens, resulting in mixed trading after the opening. While the Dow average, which had been declining until the previous day, rose due to buying in some key stocks, the Nasdaq started with a slight decline. As expected, the main policy interest rate was cut by 0.25% in the FOMC meeting...
Tokyo stock market is expected to range from 800,000 yen to 870,000 yen (closing price on the 18th is 908,181 yen and 71 sen).
FRB cuts interest rates by 0.25 points, hinting at a slowdown in the pace next year.
Micron tumbles after earnings hours with significant downturn, reflecting dislike for guidance due to weak demand for smartphones and PCs.
Mr. Mask expresses opposition to interim budget proposal, deepening confusion within the Republican Party.
EU to investigate the link between Pfizer and eye diseases.
Netflix fined by Dutch authorities in regards to handling of personal information.
moomoo News Mark
Market Overview
◇On the 18th, the US stock market plunged significantly. It was the first time in August that all three major indexes fell by 2% or more. The Dow Jones Industrial Average has been declining for 10 consecutive trading days. As the announcement of the Federal Open Market Committee (FOMC) results approaches, the cautious sentiment strengthens, resulting in mixed trading after the opening. While the Dow average, which had been declining until the previous day, rose due to buying in some key stocks, the Nasdaq started with a slight decline. As expected, the main policy interest rate was cut by 0.25% in the FOMC meeting...
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$TransMedics (TMDX.US)$ The market share has not been taken away, and as the market is recovering in October, it is hoped to hear about developments post-November at the sector conference. Is it a buy? If it goes very smoothly, aim for a recovery to $100 in the next earnings announcement? Conversely, if shy for two consecutive quarters, it could also break below $70.
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AI has transitioned from the Kakuhen mode to the normal mode. The software has caught up with the semiconductors, Mega -> Potential fish. Megatech is relatively expensive compared to GOOGL.
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This week, on the 29th $Alphabet-A (GOOGL.US)$ , on the 30th $Meta Platforms (META.US)$ 、 $Microsoft (MSFT.US)$ , on the 31st $Amazon (AMZN.US)$ four companies on Earnings reports for the quarter will be announced.It is planned.
With earnings reports approaching, please vote on the stock price volatility of these four companies.Please vote on the expected stock price volatility after the earnings announcements for these four companies.
【Compensation】![]()
● Distribute 10,000 points equally
Until 10:00 PM on October 30th (Japan time)for each of the four companiesClosing price on the day after the earnings reports release.choose, based on financial estimates最も株価変動率（上昇または下落）が大きい銘柄Users who make accurate predictions will evenly share points (for example, if 50 users make accurate predictions, each can earn 400 points).
[Exclusive 1,000 yen worth of Amazon gift vouchers]![]()
Amazon gift card contest...
With earnings reports approaching, please vote on the stock price volatility of these four companies.Please vote on the expected stock price volatility after the earnings announcements for these four companies.
【Compensation】
● Distribute 10,000 points equally
Until 10:00 PM on October 30th (Japan time)for each of the four companiesClosing price on the day after the earnings reports release.choose, based on financial estimates最も株価変動率（上昇または下落）が大きい銘柄Users who make accurate predictions will evenly share points (for example, if 50 users make accurate predictions, each can earn 400 points).
[Exclusive 1,000 yen worth of Amazon gift vouchers]
Amazon gift card contest...
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Set a live reminder
$Meta Platforms (META.US)$ will hold an earnings call for the third quarter of 2024 on Thursday, October 31, 2024 at 6:00 AM Japan time. This briefing willwill be delivered in subtitle translation format.If you wish to watch, please click the "Reservation" button."Reservation"button.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
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Meta 2024 Q3 earnings call (subtitle translation)
Oct 31 05:00
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Set a live reminder
$Microsoft (MSFT.US)$ Japan time Microsoft plans to hold the Earnings Call for the first quarter of fiscal year 2025 at 6:30 AM on Thursday, October 31, 2024. This briefing will be delivered in subtitle translation format.Those who wish to watch, 'Reservation'button to click.
◆Notes
The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
◆Notes
The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
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Microsoft FY2025 Q1 Earnings Call (Subtitle Translation)
Oct 31 05:30
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Transmedics $TMDX 🫀
Announcement of 2024 Q3 earnings‼️
Achieving significant growth, but falling below market estimates 📉
Stock price drops by 24% in after-hours trading 💦
🔸 FY24 Q3 performance
❌EPS: $0.12 (compared to expected -$0.17)
❌Revenue: $0.109 billion (compared to expected -$-0.006 billion)
📈Revenue growth rate: +64% year-on-year
🔸FY24 full-year guidance (unchanged)
❌Revenue: $0.425 billion-$-0.445 billion (compared to expected -$-0.009 billion)
Revenue growth rate: +76-84% year-on-year.
Financial Highlights
Gross profit margin: 56% (61% in the same period last year).
Operating expenses: $56.9 million (last year $69 million).
Net profit: $4.2 million (profit margin 3.9%).
Cash balance: $0.3 billion 30.1 million dollars.
Business Progress
Number of owned aircraft: 18 (as of September 2024).
Expansion of the usage of OCS™ (Organ Care System).
Continued growth across all 3 organs (heart, lungs, liver).
Revenue from logistics services is also growing steadily.
Continued active investment in research and development.
🔸 Long-term outlook
✔️Until 2028...
Announcement of 2024 Q3 earnings‼️
Achieving significant growth, but falling below market estimates 📉
Stock price drops by 24% in after-hours trading 💦
🔸 FY24 Q3 performance
❌EPS: $0.12 (compared to expected -$0.17)
❌Revenue: $0.109 billion (compared to expected -$-0.006 billion)
📈Revenue growth rate: +64% year-on-year
🔸FY24 full-year guidance (unchanged)
❌Revenue: $0.425 billion-$-0.445 billion (compared to expected -$-0.009 billion)
Revenue growth rate: +76-84% year-on-year.
Financial Highlights
Gross profit margin: 56% (61% in the same period last year).
Operating expenses: $56.9 million (last year $69 million).
Net profit: $4.2 million (profit margin 3.9%).
Cash balance: $0.3 billion 30.1 million dollars.
Business Progress
Number of owned aircraft: 18 (as of September 2024).
Expansion of the usage of OCS™ (Organ Care System).
Continued growth across all 3 organs (heart, lungs, liver).
Revenue from logistics services is also growing steadily.
Continued active investment in research and development.
🔸 Long-term outlook
✔️Until 2028...
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$TransMedics (TMDX.US)$
Is it losing market share, smaller than expected market, or some other special factor? In any case, it is quite a significant negative surprise.
Is it losing market share, smaller than expected market, or some other special factor? In any case, it is quite a significant negative surprise.
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