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$Morgan Stanley (MS.US)$ $Taiwan Semiconductor (TSM.US)$
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...
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What's Going On?
Figure 1.0: Company logo of DCHCARE
Investors are buzzing over the significant loss reported by $DCHCARE (0283.MY)$ this quarter. What caused such a drastic dip in both revenue and profit before tax for DCHCARE?
Diving Deeper into Results
Figure 2.0: Revenue and Gross Profit of DCHCARE
DCHCARE's revenue dropped from RM16.8 million in Q1 FY2023 to RM9.5 million in Q1 FY2024. Along with this, the gross profit plummeted from RM9.8 million to ...
Figure 1.0: Company logo of DCHCARE
Investors are buzzing over the significant loss reported by $DCHCARE (0283.MY)$ this quarter. What caused such a drastic dip in both revenue and profit before tax for DCHCARE?
Diving Deeper into Results
Figure 2.0: Revenue and Gross Profit of DCHCARE
DCHCARE's revenue dropped from RM16.8 million in Q1 FY2023 to RM9.5 million in Q1 FY2024. Along with this, the gross profit plummeted from RM9.8 million to ...
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$DCHCARE (0283.MY)$ gg quarter report🤧
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99SpeedMart has disclosed the first version of its prospectus to Securities Commision,
99SpeedMart looks like a sparrow but is small
Its turnover level has reached more than RM 8 billion,
In fact, it is comparable to the volume of business of the vast majority of blue chip stocks.
It is also among the retail companies listed locally,
The one with the highest throughput,
The well-known Aeon, MrDiy, has an annual turnover of around RM 4 to 50 billion.
The gross margin of the retail industry is generally at different levels depending on the products sold.
For example,
The gross margin of food and beverage retail is above 50%;
Hardware retail/fashion retail should also be 40% or more;
Department store/pharmaceutical retail sales are around 20-30%;
99SpeedMart is a different approach,
Although the gross margin of daily necessities sold is only close to 10%,
However, the advantage lies in the high customer return rate,
The amount of operating expenses is small,
Therefore, the business model is easy to replicate,
It created today's small store Big Mac,
It has transformed into the largest retail group in the country.
(Compare 7-11, KK, TF, Lotus, Aeon, Mydin, etc.)
Among 99SpeedMart's profits,
There is also a very large contribution from product listing costs (products li...
99SpeedMart looks like a sparrow but is small
Its turnover level has reached more than RM 8 billion,
In fact, it is comparable to the volume of business of the vast majority of blue chip stocks.
It is also among the retail companies listed locally,
The one with the highest throughput,
The well-known Aeon, MrDiy, has an annual turnover of around RM 4 to 50 billion.
The gross margin of the retail industry is generally at different levels depending on the products sold.
For example,
The gross margin of food and beverage retail is above 50%;
Hardware retail/fashion retail should also be 40% or more;
Department store/pharmaceutical retail sales are around 20-30%;
99SpeedMart is a different approach,
Although the gross margin of daily necessities sold is only close to 10%,
However, the advantage lies in the high customer return rate,
The amount of operating expenses is small,
Therefore, the business model is easy to replicate,
It created today's small store Big Mac,
It has transformed into the largest retail group in the country.
(Compare 7-11, KK, TF, Lotus, Aeon, Mydin, etc.)
Among 99SpeedMart's profits,
There is also a very large contribution from product listing costs (products li...
Translated
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Recently , there was a new IPO in Malaysia which caught the attention of the investors.
$DCHCARE (0283.MY)$ became the first of its kind to be listed on Bursa Malaysia . Due to it’s strong financial performance from 2020-2022 , it draws a lot of interest from fund managers and retail investors to put their money into this counter.
However, the high expectation of the future growth has pushed the valuation to skyrocket to more than 50 times PE Ratio
When i study...
$DCHCARE (0283.MY)$ became the first of its kind to be listed on Bursa Malaysia . Due to it’s strong financial performance from 2020-2022 , it draws a lot of interest from fund managers and retail investors to put their money into this counter.
However, the high expectation of the future growth has pushed the valuation to skyrocket to more than 50 times PE Ratio
When i study...
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Selling covered calls presents an enticing opportunity to enhance your income stream from your stock holdings.
To illustrate, if you possess Apple shares and believe that a suitable selling price for them is $200, you may opt to sell call options with a strike price of $200. Should the stock price indeed surpass $200, the options may be exercised, resulting in the sale of your Apple shares and realizing your profits.
However, if the price remains below $200...
To illustrate, if you possess Apple shares and believe that a suitable selling price for them is $200, you may opt to sell call options with a strike price of $200. Should the stock price indeed surpass $200, the options may be exercised, resulting in the sale of your Apple shares and realizing your profits.
However, if the price remains below $200...
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$TOPGLOV (7113.MY)$ has just released it’s latest quarterly report , the revenue continue to drop due to lower volume of sales and selling prices. It is also noteworthy that there were impairments made on assets and goodwill due to the rationalisation exercise for the company’s operation, amounting to RM 389 mil .
Nevertheless, the “actual” performance actually improved to a loss of RM 65 mil , due to better cost structure and cost management .
While the local ...
Nevertheless, the “actual” performance actually improved to a loss of RM 65 mil , due to better cost structure and cost management .
While the local ...
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