星火
voted
The love affair between Apple and Warren Buffett $Apple (AAPL.US)$
Buffett first bought AAPL in '16 when it was ~$600B MC. In the 6 years since it has returned ~$500B (90% of MC) to shareholders via div/buybacks. Pretty dam impressive
Buffett clarified that Apple is not 35% of Berkshire's portfolio like a questioner suggested because that figure does not account for the non-publicly traded businesses owned by the conglome...
Buffett first bought AAPL in '16 when it was ~$600B MC. In the 6 years since it has returned ~$500B (90% of MC) to shareholders via div/buybacks. Pretty dam impressive
Buffett clarified that Apple is not 35% of Berkshire's portfolio like a questioner suggested because that figure does not account for the non-publicly traded businesses owned by the conglome...
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星火
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Tencent Holdings rose 11.02% in the past five trading days, with Hong Kong Stock Connect increasing its cumulative holdings of 14193500 shares; In the past 20 trading days, Hong Kong Stock Connect increased its holdings by 7.84%, with a cumulative increase of 44649600 shares.
As of the close of the day, Hong Kong Stock Connect held 907.3679 million shares of Tencent Holdings, accounting for 9.48% of the...
As of the close of the day, Hong Kong Stock Connect held 907.3679 million shares of Tencent Holdings, accounting for 9.48% of the...
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星火
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JPMorgan rated $TENCENT (00700.HK)$ at Overweight, with its target price raise from $410 to $430.
The broker anticipated that TENCENT's domestic digital entertainment business will inevitably decelerate as it matures, with its revenue CAGR in 2022-27 projected to be 5%.
Fintech, cloud services, advertising and international game business, instead, will become the group's long-term growth drivers and push the revenue growth to reach mid-teens ...
The broker anticipated that TENCENT's domestic digital entertainment business will inevitably decelerate as it matures, with its revenue CAGR in 2022-27 projected to be 5%.
Fintech, cloud services, advertising and international game business, instead, will become the group's long-term growth drivers and push the revenue growth to reach mid-teens ...
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星火
liked
9 | Int Games - Not slow growth mode, transitional period of hangover from WFH, still low market share
“don't think it's stuck in slow growth mode.
last year has been a transitional period…hangover from the work from home phenomenon
…structurally very positive about the game business globally, including internationally.”
10 | Strong Pipeline
For the next few years, we're building a strong pipeline to tap into multiple opportunities in the international markets...
“don't think it's stuck in slow growth mode.
last year has been a transitional period…hangover from the work from home phenomenon
…structurally very positive about the game business globally, including internationally.”
10 | Strong Pipeline
For the next few years, we're building a strong pipeline to tap into multiple opportunities in the international markets...
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I'm a newbie! I hope Okami will take me out of nowhere
Translated
星火
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The pain is not over yet for $Meta Platforms (META.US)$ , as media reports indicate that the company will continue to lay off more people on top of the 13% or 11,000 layoffs it made last November in an effort to drive further cost savings and efficiency.
Meta's upcoming round of layoffs is driven by financial goals and not directly related to the company's "flattening," people familiar with the matter said. Meta has seen a slowdown in...
Meta's upcoming round of layoffs is driven by financial goals and not directly related to the company's "flattening," people familiar with the matter said. Meta has seen a slowdown in...
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