102258188
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Sea Limited $Sea(SE.US$ 2Q23 Earnings ⤴️
- Rev $3.1b +5% ↗️
- GP $1.5b +33% ↗️margin 47% +982 bps ✅
- Adj EBITDA $510m ⤴️ margin 16% +3368 bps ✅
- EBIT $284m ⤴️ margin 9% +3760 bps ✅
- Net Inc $331m ⤴️ margin 11% +4234 bps ✅
- OCF $595m ⤴️ margin 19% +3573 bps ✅
- Rev $3.1b +5% ↗️
- GP $1.5b +33% ↗️margin 47% +982 bps ✅
- Adj EBITDA $510m ⤴️ margin 16% +3368 bps ✅
- EBIT $284m ⤴️ margin 9% +3760 bps ✅
- Net Inc $331m ⤴️ margin 11% +4234 bps ✅
- OCF $595m ⤴️ margin 19% +3573 bps ✅
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102258188
voted
$Futu Holdings Ltd(FUTU.US$ FUTU is bound for a strong correction within the next few days. Looking to end off the week at around $46-$48. Great point to sell and take profits currently.
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$Taiwan Semiconductor(TSM.US$ Great day for TSM. Share price stabilizing at 98-98.5 today. Looking in good shape to push 99.5-100 by the end of the week. Recent news have been great too post earnings. Buy in before the rise.
$Advanced Micro Devices(AMD.US$ $114 by the end of the week. Bullish week ahead with all other sectors of the market looking great currently. Tech is looking to join the trend. Great time to buy in now.
$Taiwan Semiconductor(TSM.US$ TSM sees support at $97.5 . Looking to push $99 by the end of this week
$Taiwan Semiconductor(TSM.US$ Discounted entry point currently. Great time to buy in
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102258188
voted
Columns TSMC - Better quarters ahead?
Back then $Taiwan Semiconductor(TSM.US$ provided their guidance for Q2'23, the markets were startled by the pessimism.
Fast forward to Q2'23, and these guidance seem to hold ground as TSMC's results were in line with their guidance. However, share prices corrected downwards even with the AI boom.
So what else should investors be aware of from their latest earnings?
1. Net revenue decreased YoY as per guided due to global uncertainties
Revenue shrunk 5.5% YoY in NT$...
Fast forward to Q2'23, and these guidance seem to hold ground as TSMC's results were in line with their guidance. However, share prices corrected downwards even with the AI boom.
So what else should investors be aware of from their latest earnings?
1. Net revenue decreased YoY as per guided due to global uncertainties
Revenue shrunk 5.5% YoY in NT$...
![TSMC - Better quarters ahead?](https://sgsnsimg.moomoo.com/102263458/editor_image/2ccc604c19ff3d94b538ef7c5304145d.png/thumb)
![TSMC - Better quarters ahead?](https://sgsnsimg.moomoo.com/102263458/editor_image/9c9a21449da7393e8365cca513b8054d.png/thumb)
![TSMC - Better quarters ahead?](https://sgsnsimg.moomoo.com/102263458/editor_image/bedffacc0e01320da19f442b32d77b0d.png/thumb)
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