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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 already disclosed the initial version of its prospectus to the Securities Commission.
99SpeedMart, though seemingly small, can compete with the business volume of most blue chip stocks.
Its revenue has reached over RM 8 billion.
which is comparable to the business volume of most blue chip stocks.
Among the retail companies listed locally,
the one with the highest throughput
are well-known retailers Aeon and MrDiy, with annual revenue levels of approximately RM 4-5 billion.
The gross margin of the retail industry generally varies at different levels depending on the commodities being sold.
For example,
The gross margin of dining retail is above 50%.
The gross margin of hardware retail/fashion retail should also be 40% or more.
For department store retail/pharmacy retail, it is around 20-30%.
99SpeedMart, on the other hand, takes a different approach.
Although the gross margin for the sale of daily necessities is only close to 10%,
it excels in high customer return rates.
Operating expenses are low,
so the business model is easy to replicate,
creating today's small-scale retail giant,
has transformed itself into the largest retail group in the country.
(Compared to 7-11, KK, TF, Lotus, Aeon, Mydin, etc.)
In terms of 99SpeedMart's profitability,
there is also a significant contribution from product placement fees (products li...
99SpeedMart, though seemingly small, can compete with the business volume of most blue chip stocks.
Its revenue has reached over RM 8 billion.
which is comparable to the business volume of most blue chip stocks.
Among the retail companies listed locally,
the one with the highest throughput
are well-known retailers Aeon and MrDiy, with annual revenue levels of approximately RM 4-5 billion.
The gross margin of the retail industry generally varies at different levels depending on the commodities being sold.
For example,
The gross margin of dining retail is above 50%.
The gross margin of hardware retail/fashion retail should also be 40% or more.
For department store retail/pharmacy retail, it is around 20-30%.
99SpeedMart, on the other hand, takes a different approach.
Although the gross margin for the sale of daily necessities is only close to 10%,
it excels in high customer return rates.
Operating expenses are low,
so the business model is easy to replicate,
creating today's small-scale retail giant,
has transformed itself into the largest retail group in the country.
(Compared to 7-11, KK, TF, Lotus, Aeon, Mydin, etc.)
In terms of 99SpeedMart's profitability,
there is also a significant contribution from product placement fees (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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liked
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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