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104374850 Private ID: 104374850
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    $Unity Software(U.US)$ Riding on this wave of rotating capital in the sector from overvalued tech giants to undervalued small growth stocks, the decline has now at least stopped in the short term. The 30-day EMA rises, and the next target is the 60-day EMA.
    The next financial report should be better than the conservative guidance and expectations given by the company's Q1. However, this is also the first speech given by the newly appointed CEO Matthew, giving market investors a clear direction of development, how to follow the company's next path after restructuring and reform, and how to implement them, such as EPS correction, turnover and profit growth, which is in line with “Rule of 40,” which means that the combined operating rate and profit margin will grow at a 40% rate starting next year.
    According to the history of new CEO Matthew in the past, he took over several times when the company was at a low point, then reformed, restructured and restructured, and led the company's performance and stock price to new highs. Of course, this took time. Not to mention $Unity Software(U.US)$ The technical content and moat are even better than the company's heritage a few times before. So I personally have a positive view of leading the company to continue to grow under Matthew's leadership in the future. However, the company's racetrack story theme trend has only just begun to gain strength with the advancement of technology...
    (game engine and subscription services and advertising) is a guarantee that the company will provide profitable cash flow in the short term
    What you should pay attention to in the medium to long term is the company's development in the non-gaming sector (AR VR MR can wear...
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    $Unity Software(U.US)$ Crush the air, dare to go
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    104374850 commented on
    $Unity Software(U.US)$ 15,14,13,12,11....then you will see nobody interested anymore
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    $Unity Software(U.US)$
    Many of Unity's layoffs in January and February had little impact on lower-level employees. They only cut a few big fish after the new CEO arrived, which was far from enough.
    Unity's stock incentives account for high compensation, which many analysts have emphasized. When stocks fall, it is necessary to issue more stocks to attract or retain people, because companies need to issue bonds to maintain cash, which invisibly forms a vicious cycle.
    The number of shares of many executives is frightening, but they are still being issued. Looking at the company's equity information change announcement throughout June, all of the increases in holdings were compensation shares newly approved by the board of directors, not private repurchases. Many stocks were also released during mergers and acquisitions 1-2 years ago. Now that the lockdown period has passed, they are all beginning to dilute the market. The company seems to have proposed a 2 billion dollar share repurchase in 2022, which will last until 2024, but it spent 1.5 billion dollars at the end of 2023, and many big fish successfully left the market last year.
    Unity is a product I've always used, but the monetization of the product can't support such a high market value, so Unity only uses its own advertising platform, so in a strict sense, Unity's stock value comes from the advertising platform, not the Unity game engine itself. Many retail investors like games or development engines. This is a belief. Unfortunately, this huge belief only accounts for 30% of revenue.
    Unity requires drastic execution of ironsource...
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    Looking back at the first half of 2024, bank stocks dominated the majority of the top 10 high-yield dividend stocks list.
    Among companies with a market capitalization exceeding RM5 billion, $BIMB(5258.MY)$ was the best-performing stock, with a dividend yield of over 8% and a year-to-date increase of over 14%. The three local banking giants, $RHBBANK(1066.MY)$, $MAYBANK(1155.MY)$, and $PBBANK(1295.MY)$, wer...
    2024 Half-Year Recap | Who is the Most Generous Dividend Payer in Malaysia So Far in 2024?
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    $Unity Software(U.US)$ Go ahead, I'm optimistic about your performance next week
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    $Unity Software(U.US)$ A large number of put options have been closed
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    Hey, mooers!
    Were you tuned into our "Invest with Sarge" livestream dissecting the labyrinth of U.S. job reports and employment data? If you missed it, don’t worry — we've got you the recap, which will keep you caught up in the market marathon. 💨
    🔧 Decoding the Indicators with Sarge
    ADP Employment Report: The ADP National Employment Report is a monthly report of economic data that tracks the level of private employment for...
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    $Unity Software(U.US)$ fired all old managments, take the pro rate bouns and departure.