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This time, the headline is expected to decrease from 4% to 3.1%. It is influenced by the low crude oil prices in June, so if the price settles in the 70-dollar range again in July, inflation might occur again! What I'm paying more attention to, however, is the price movement. If it continues to rise with volume, I consider the market sentiment to be strong and want to earn a summer bonus.
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@PAN-USさん& @じんべいさんの解説まとめ:
PAN-san
・それでは、保険はもちろん、バークシャーの今朝の収益の大きな話題の1つです。Evercoreのデビッド・モトが、トラベラーズ、プログレッシブ、チャブなどに関するバイレーティングを語るために参加しています。第1四半期にバークシャーの保険事業、特にGEICOが価格に動きを見せ、マージンを増やし広告費を削減したことについて話していました。業界全体のトレンドかもしれませんが、保険市場の競争状況全体で何が起こっているかについて説明しています。
In the personal automobile insurance market, a significant hard market is observed, and GEICO is taking quite aggressive actions in this field. Profit orientation is reflected in the results, with a 13% decrease in the number of insurance contracts. This is due to a 15% increase in premiums, with industry-wide price increases being one factor. In GEICO's case, the number of units has decreased significantly, leading to improved profitability. It is also evident that advertising expenses have been greatly reduced, focusing on profit orientation.
・私たちが何を目指しているかを説明...
PAN-san
・それでは、保険はもちろん、バークシャーの今朝の収益の大きな話題の1つです。Evercoreのデビッド・モトが、トラベラーズ、プログレッシブ、チャブなどに関するバイレーティングを語るために参加しています。第1四半期にバークシャーの保険事業、特にGEICOが価格に動きを見せ、マージンを増やし広告費を削減したことについて話していました。業界全体のトレンドかもしれませんが、保険市場の競争状況全体で何が起こっているかについて説明しています。
In the personal automobile insurance market, a significant hard market is observed, and GEICO is taking quite aggressive actions in this field. Profit orientation is reflected in the results, with a 13% decrease in the number of insurance contracts. This is due to a 15% increase in premiums, with industry-wide price increases being one factor. In GEICO's case, the number of units has decreased significantly, leading to improved profitability. It is also evident that advertising expenses have been greatly reduced, focusing on profit orientation.
・私たちが何を目指しているかを説明...
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⭐️ The immediate focus on the Fed is whether the 5.1% terminal rate that assessed financial unease at the March FOMC is left unchanged at 6/14 FOMC or raised, Pow ‼️ depending on the inflation situation, but depending on the resurgence due to the production cut offensive by the Poo-Peimad camp and if the labor market remains high, there is still room for “raising” Pow ‼️ the 4.7% incorporation is still horrible.
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【USA Stock Market Financial Estimates】Is today's index etf up? down?
※NDX Assessment※ We are not responsible if it misses the mark.
Today's financial estimates: UP, I: 8 wins 10 losses, everyone: 9 wins 9 losses.
※NDX Assessment※ We are not responsible if it misses the mark.
Today's financial estimates: UP, I: 8 wins 10 losses, everyone: 9 wins 9 losses.
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For the 3Q of fiscal year 2023 (August to October), the company's sales revenue increased by 8.7% compared to the same period last year, reaching 152.81 billion dollars. Excluding the settlement-related expenses for lawsuits of 3.325 billion dollars, the non-GAAP adjusted EPS was 1.50 dollars (compared to 4.57 dollars in the same period last year). Both the sales revenue and adjusted EPS exceeded market expectations. The sales revenue of Walmart's US stores also exceeded market expectations with an 8.2% increase. The growth was driven by strong food sales and a 16% increase in e-commerce. The average shopping frequency at existing stores increased by 2.1% and the average unit price increased by 6.0%, contributing to the revenue growth. In addition, the sales revenue of the membership-based Sam's Club stores increased by 10.0% and Sam's Club membership fee income increased by 8.9%. On the profit side, despite the strong performance of low-margin food products, the operating profit margin decreased to 1.8% due to price promotions (compared to 4.1% in the same period last year). On the other hand, inventory clearance progressed through expanded price reductions, resulting in a 4% increase in adjusted operating profit (6 billion dollars).
Based on the strong performance in the 3Q, the company has raised its full-year performance forecast for fiscal year 2023. Considering the headwind of 4.1 billion dollars in foreign exchange, the sales revenue for fiscal year 2023 is expected to increase by 5.5% compared to the previous year, up from the previous forecast of 4.5%. The full-year adjusted EPS forecast has been revised upward from a 9-11% decrease compared to the previous year to a 6-7% decrease. The sales revenue of Walmart's US stores has been raised from a 4.0% increase to a 5.5% increase. The company has also announced a share buyback plan amounting to 20 billion dollars.
Based on the strong performance in the 3Q, the company has raised its full-year performance forecast for fiscal year 2023. Considering the headwind of 4.1 billion dollars in foreign exchange, the sales revenue for fiscal year 2023 is expected to increase by 5.5% compared to the previous year, up from the previous forecast of 4.5%. The full-year adjusted EPS forecast has been revised upward from a 9-11% decrease compared to the previous year to a 6-7% decrease. The sales revenue of Walmart's US stores has been raised from a 4.0% increase to a 5.5% increase. The company has also announced a share buyback plan amounting to 20 billion dollars.
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Meta Platforms, a leading social media and metaverse company (NASDAQ: META), announced its fourth quarter earnings after the market close. The highlights of the earnings are as follows:
- Meta Platforms reported fourth quarter revenue of $32.1 billion, a 4% decrease compared to the same period last year.
- Meta Platforms' fourth quarter earnings per share were $1.76, below the street estimate of $2.22.
- Facebook's daily active users (DAU) - DAU averaged 2 billion in December 2022, a 4% increase compared to the previous year.
- Facebook's monthly active users (MAU) - MAU reached 2.96 billion as of December 31, 2022, a 2% increase compared to the previous year.
● Koss Corp and expenses - The total koss corp and expenses for the fourth quarter of 2022 was 25.77 billion dollars, and for the full year, it was 87.66 billion dollars, representing an increase of 22% and 23% respectively compared to the previous year.
1. Are you satisfied with this financial report?
2. What opinions and analysis do you have about this company?
- Meta Platforms reported fourth quarter revenue of $32.1 billion, a 4% decrease compared to the same period last year.
- Meta Platforms' fourth quarter earnings per share were $1.76, below the street estimate of $2.22.
- Facebook's daily active users (DAU) - DAU averaged 2 billion in December 2022, a 4% increase compared to the previous year.
- Facebook's monthly active users (MAU) - MAU reached 2.96 billion as of December 31, 2022, a 2% increase compared to the previous year.
● Koss Corp and expenses - The total koss corp and expenses for the fourth quarter of 2022 was 25.77 billion dollars, and for the full year, it was 87.66 billion dollars, representing an increase of 22% and 23% respectively compared to the previous year.
1. Are you satisfied with this financial report?
2. What opinions and analysis do you have about this company?
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Revenue from the S&P 500 in Q22 is expected to be 447.1 billion dollars (down 2.2% from the same period last year, down 3.6% from the previous quarter), and revenue is expected to be 3 trillion69.7 billion dollars (up 4.1% from the same period, down 0.7% from the previous quarter) based on IBES data. Facing a tough macro environment, there is a possibility that this year's financial season will end unexpectedly, but that hurdle may be low. In other words, there is a possibility that it will be easier for S&P 500 star companies to exceed lowered expectations if the year progresses.
Leading companies such as Apple, Alphabet, and Amazon have just announced their latest financial results. In the case of Apple, quarterly earnings were 117.2 billion dollars, down 5% from the same period last year, and quarterly diluted EPS was 1.88 dollars. Alphabet recorded growth of just 1% in the fourth quarter of 2022. Amazon surpassed fourth-quarter earnings, but provided light guidance.
It is very important to look at the financial results of major companies, which may affect the confidence of many investors and the overall performance of the market. Furthermore, future financial results reports will provide valuable information and may create transaction opportunities...
Leading companies such as Apple, Alphabet, and Amazon have just announced their latest financial results. In the case of Apple, quarterly earnings were 117.2 billion dollars, down 5% from the same period last year, and quarterly diluted EPS was 1.88 dollars. Alphabet recorded growth of just 1% in the fourth quarter of 2022. Amazon surpassed fourth-quarter earnings, but provided light guidance.
It is very important to look at the financial results of major companies, which may affect the confidence of many investors and the overall performance of the market. Furthermore, future financial results reports will provide valuable information and may create transaction opportunities...
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epsilon : I can hear you
epsilon : hiring
epsilon : Hiring softening
epsilon : I see
epsilon : There is no sound problem
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