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104374850 Private ID: 104374850
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    $Tesla (TSLA.US)$ July surge fueled by Robo Taxi rumors. That surge was a classic case of "buy the rumor, sell the news," illustrating how markets often price in events before they actually happen. Musk's statement hinting at Cybercab production "before 2027" has raised eyebrows, given his history of missed deadlines. 🤔
    Tesla has recently secured approval from local authorities near its Berlin gigafactory to proceed with a three-stage expa...
    Tesla: Trapped in a Tight Range Amid Robo Taxi Rumor Fade
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    $GENTING (3182.MY)$ Don't write Genting off yet when it is at it's lowest ebb due to Las Vegas Resort World being investigated.  We can see the lights at the end of the tunnel by year end when Taurex's applications for regulatory approvals from US and British authorities for use of their Alzheimer drugs will be known. We can also expect a good H2 result based on good contributions from Genting Plantation and Genting S'pore. Lastly this stock is grossly undervalued.
    $Unity Software (U.US)$ Riding on this sector rotation wave, funds are flowing from high-valued tech giants to low-valued small-cap growth stocks. The short-term downtrend has at least halted for now. The 30-day moving average has been surpassed, with the next target being the 60-day moving average.
    The upcoming financial report should be better than the conservative guidance given by the company for Q1. However, this is also the first speech by the new CEO Matthew, clarifying the direction of development for market investors. The company's path after restructuring and reform, how to implement it, such as achieving positive EPS, revenue and profit margin growth guidance, meeting the "Rule Of 40" which means that the revenue growth rate plus profit margin should add up to 40% next year.
    Based on the past experience of the newly appointed CEO Matthew, he has taken over several times during the company's low ebb, then reformed, restructured, and led the company to achieve record performance and stock prices, of course, this takes time. Moreover, $Unity Software (U.US)$ the technological value and moat of the company are better than those of the previous companies he took over. So, I personally have a positive outlook on the future under Matthew's leadership, guiding the company to continue growing. And the company's positioning in the competitive landscape story theme trend is just beginning to gain momentum as technology advances...
    (gaming engines as well as subscription services and advertising) are the guarantee of the company's short-term profit cash flow.
    In the medium to long term, attention should be paid to the company's development in non-gaming sectors (such as AR, VR, MR wearable devices)
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    $Unity Software (U.US)$ Crush the bears, 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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    $Unity Software (U.US)$
    In January and February, Unity laid off many low-level employees, and senior-level employees were hardly affected. It was only after the new CEO came on board that a few big fish were laid off, which is far from enough.
    The stock incentives at Unity make up a high proportion of the compensation, as many analysts have emphasized. When the stock price falls, more stocks need to be issued to attract or retain people, because the company needs to issue bonds to maintain cash. This inadvertently creates a vicious cycle.
    Many executives have a staggering number of stocks, but they are still issuing more. Look at the company's stock ownership information changes announcement for the whole of June. All the shareholdings are newly approved compensation shares by the board of directors, not private buybacks. Many stocks were also released during the acquisitions 1-2 years ago, and now that the lock-up period has passed, they are starting to dilute the market. The company seemed to have proposed a $2 billion stock buyback in 2022, lasting until 2024, but by the end of 2023, $1.5 billion had already been used, and many big fish successfully exited last year.
    Unity is a product that I have always used, but the monetization of the product cannot support such a high market cap. That is why Unity has its own advertising platform. Strictly speaking, the value of Unity's stocks comes from the advertising platform, not the Unity game engine itself. Many retail investors are fond of games or developing engines. This belongs to faith. Unfortunately, this huge faith only accounts for 30% of the revenue.
    Unity needs bold execution for 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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