赤い稲妻
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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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赤い稲妻
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USA $Tesla (TSLA.US)$ On October 23,2024 third quarter earnings reportsPlans to announce.
Tesla will at an event on the 10th.Starting production of robotaxis in 2026.Showing a projected outlook. However, it received harsh evaluations from investors and subsequently.The stock price dropped nearly 9%.The focus will be on how much negative information is priced in this earnings report, and whether new positive information will be presented at the earnings call.
On the next trading day following the earnings announcement.Closing price of Tesla stock.Please make financial estimates and vote on what will happen.
【Compensation】![]()
● Distribute 10,000 points equally
Until 10:00 p.m. on October 24th (Japan time)toTesla's closing price on October 24th (5:00 a.m. on October 25th, Japan time)Please predict the closing price and select the price range below. If the actual closing price falls within the selected range, users who voted in that range will receive points equally distributed (for example, if 50 users predict accurately, each can earn 200 points!).
【Exclusive 500 yen Amazon gift card】![]()
Challenging the Amazon gift card contest...
Tesla will at an event on the 10th.Starting production of robotaxis in 2026.Showing a projected outlook. However, it received harsh evaluations from investors and subsequently.The stock price dropped nearly 9%.The focus will be on how much negative information is priced in this earnings report, and whether new positive information will be presented at the earnings call.
On the next trading day following the earnings announcement.Closing price of Tesla stock.Please make financial estimates and vote on what will happen.
【Compensation】
● Distribute 10,000 points equally
Until 10:00 p.m. on October 24th (Japan time)toTesla's closing price on October 24th (5:00 a.m. on October 25th, Japan time)Please predict the closing price and select the price range below. If the actual closing price falls within the selected range, users who voted in that range will receive points equally distributed (for example, if 50 users predict accurately, each can earn 200 points!).
【Exclusive 500 yen Amazon gift card】
Challenging the Amazon gift card contest...
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赤い稲妻
voted
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Last time, I was caught in the wave of tesla's decline...
I wonder how everyone is doing?![]()
I made sure to prepare properly.![]()
It's when the market is down that our proactive attitude is tested.![]()
If we don't seize the opportunity during the decline,![]()
As tesla is expected to rise even further, let's make sure to get ready during the decline.![]()
The difference between those who can act during the decline and those who cannot is still significant.![]()
Last time, I was caught in the wave of tesla's decline...
I wonder how everyone is doing?
I made sure to prepare properly.
It's when the market is down that our proactive attitude is tested.
If we don't seize the opportunity during the decline,
As tesla is expected to rise even further, let's make sure to get ready during the decline.
The difference between those who can act during the decline and those who cannot is still significant.
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赤い稲妻
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On June 5th, $Taiwan Semiconductor (TSM.US)$ the closing price rose by 6.85%, setting a new record high share price. At the same time, $Qualcomm (QCOM.US)$ saw a 3.68%, $Advanced Micro Devices (AMD.US)$ It is a 3.86% increase. $Arm Holdings (ARM.US)$ TSMC's cumulative profit this year exceeded 57%.
TSMC's Chairman Wei indicated that the company is considering raising prices for its artificial intelligence chips, foundry services. At the same time, TSMC and $NXP Semiconductors (NXPI.US)$ are planning to construct a joint factory in Singapore.
Where do you think this wave in the semiconductor market is heading?
TSMC's Chairman Wei indicated that the company is considering raising prices for its artificial intelligence chips, foundry services. At the same time, TSMC and $NXP Semiconductors (NXPI.US)$ are planning to construct a joint factory in Singapore.
Where do you think this wave in the semiconductor market is heading?
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赤い稲妻
commented on
$CBOE Volatility S&P 500 Index (.VIX.US)$
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
USA bonds are returning to early May levels.
The fear index is also rising.
The bond market is said to be leading...
In my opinion, it may no longer be a buying opportunity.
There is a significantly increased sense of caution towards the stock market than 2-3 days ago.
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
USA bonds are returning to early May levels.
The fear index is also rising.
The bond market is said to be leading...
In my opinion, it may no longer be a buying opportunity.
There is a significantly increased sense of caution towards the stock market than 2-3 days ago.
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赤い稲妻
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Good morning to all Moomoo users!![]()
Here are the key points of the morning news.
● [Tokyo stock market forecast range] 900,000-950,000 yen (closing price on the 4th: 977,314 yen)
● [Remarks by senior FRB officials] There is also a possibility of not implementing interest rate cuts this year - President Kashkari
● New York stocks experience the biggest decline of the year, with the prospect of interest rate cuts receding and risk aversion spreading
● If the certainty of achieving the 2% target increases, BOJ President Ueda will consider raising interest rates
● Brent crude oil in the North Sea rose to the 90 dollar range, the highest level since October last year, due to geopolitical risks
● Growing cash flow at Amazon, with expectations for shareholder returns - stock price approaches record high
Tesla rises, production of right-hand drive cars for export to India begins at the German factory.
- moomoo News Mark
Market Overview
In the US stock market on the 4th, the Dow Jones Industrial Average fell for the 4th consecutive day, down 530.16 points to 30,8596.98 dollars. The Nasdaq Composite Index was down 228.376 points to 16,049.082. On the 5th, the Tokyo stock market leaned heavily towards selling, especially in large-cap stocks, and the Nikkei Stock Average...
● [Tokyo stock market forecast range] 900,000-950,000 yen (closing price on the 4th: 977,314 yen)
● [Remarks by senior FRB officials] There is also a possibility of not implementing interest rate cuts this year - President Kashkari
● New York stocks experience the biggest decline of the year, with the prospect of interest rate cuts receding and risk aversion spreading
● If the certainty of achieving the 2% target increases, BOJ President Ueda will consider raising interest rates
● Brent crude oil in the North Sea rose to the 90 dollar range, the highest level since October last year, due to geopolitical risks
● Growing cash flow at Amazon, with expectations for shareholder returns - stock price approaches record high
Tesla rises, production of right-hand drive cars for export to India begins at the German factory.
- moomoo News Mark
Market Overview
In the US stock market on the 4th, the Dow Jones Industrial Average fell for the 4th consecutive day, down 530.16 points to 30,8596.98 dollars. The Nasdaq Composite Index was down 228.376 points to 16,049.082. On the 5th, the Tokyo stock market leaned heavily towards selling, especially in large-cap stocks, and the Nikkei Stock Average...
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赤い稲妻
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$USD/JPY (USDJPY.FX)$ Bank of Japan members are unlikely to intervene in the exchange rate on their own. There is no need to act when the Federal Reserve is expected to lower interest rates three times a year. Wouldn't it be better to wait and see when the USD/JPY moves? Experts may understand this discussion, but it's strange that I haven't heard about it on YouTube.
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赤い稲妻
liked
conclusions
Software intelligence companies $Palantir (PLTR.US)$ It currently appears to be grossly undervalued when considering its underlying growth and strong free cash flow.It might be worth at least 30% or more.
Palantia's value is rooted in its strong growth. The company reported on 2/5 that sales for the fourth quarter of 2023 increased 20% compared to the same period last year, and also increased 9% compared to the previous quarter.
Furthermore, the company showed strong growth in 2023, up 17% year over year. As can be seen in the graph below, Palantir has continued to experience good growth.
Measuring
Analysts expect sales to increase significantly in the future. For example, according to the average forecast of analysts surveyed, sales in 2024 will increase 20.40% from $2.23 billion in 2023 2.68 billion dollarsIt has been shown to grow into
Also, sales in 2025 were 32...
Software intelligence companies $Palantir (PLTR.US)$ It currently appears to be grossly undervalued when considering its underlying growth and strong free cash flow.It might be worth at least 30% or more.
Palantia's value is rooted in its strong growth. The company reported on 2/5 that sales for the fourth quarter of 2023 increased 20% compared to the same period last year, and also increased 9% compared to the previous quarter.
Furthermore, the company showed strong growth in 2023, up 17% year over year. As can be seen in the graph below, Palantir has continued to experience good growth.
Measuring
Analysts expect sales to increase significantly in the future. For example, according to the average forecast of analysts surveyed, sales in 2024 will increase 20.40% from $2.23 billion in 2023 2.68 billion dollarsIt has been shown to grow into
Also, sales in 2025 were 32...
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赤い稲妻
commented on
The result of 3/21 (Thu) is $172.82 (-1.62%) ⤵️
It was positive before the market, but it was sold after the market started and eventually closed at -1.62% compared to the previous day. At the FOMC in March, the Fed maintained a policy of cutting interest rates three times a year, and the 2024 GDP was also drastically revised upward, so expectations for a soft landing are growing in the market.
As expected by the market, if interest rate cuts are implemented from June, automobile & EV brands, including Tesla, should be bought out of expectations for a recovery in performance. There is a high possibility that positive events will occur for Tesla around June, such as drastic improvements to FSD and the announcement of a new roadster.
The results announced in April are likely to fall short of expectations, but the toughest phase for Tesla is until April, and I think performance and stock prices will recover from there.
First of all, I would like Tesla to do its best to increase the number of units sold this month even slightly, even in the sense of weakening the negative impact of the Q1 financial results.
$Tesla (TSLA.US)$
It was positive before the market, but it was sold after the market started and eventually closed at -1.62% compared to the previous day. At the FOMC in March, the Fed maintained a policy of cutting interest rates three times a year, and the 2024 GDP was also drastically revised upward, so expectations for a soft landing are growing in the market.
As expected by the market, if interest rate cuts are implemented from June, automobile & EV brands, including Tesla, should be bought out of expectations for a recovery in performance. There is a high possibility that positive events will occur for Tesla around June, such as drastic improvements to FSD and the announcement of a new roadster.
The results announced in April are likely to fall short of expectations, but the toughest phase for Tesla is until April, and I think performance and stock prices will recover from there.
First of all, I would like Tesla to do its best to increase the number of units sold this month even slightly, even in the sense of weakening the negative impact of the Q1 financial results.
$Tesla (TSLA.US)$
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