181473915
commented on
$Jumia Technologies (JMIA.US)$I took a quick look at financial results, but they're growing.
Until the previous financial results, the growth rate was well received due to exchange considerations, so to be honest, I thought it was an excessive reaction.
Everyone has pointed it out, but the dilution due to capital increases is probably a major crash due to pessimism in the short term.
However, it can be said that the risk of bankruptcy has disappeared with this, and since the remaining holders are probably people with a long-term perspective looking at Africa's potential, I think it would be strong if it bottomed out.
If interest rate cuts still start, the atmosphere will completely change.
Also, when it settles down, we will report the financial results in detail.
Quote source:x.com
Until the previous financial results, the growth rate was well received due to exchange considerations, so to be honest, I thought it was an excessive reaction.
Everyone has pointed it out, but the dilution due to capital increases is probably a major crash due to pessimism in the short term.
However, it can be said that the risk of bankruptcy has disappeared with this, and since the remaining holders are probably people with a long-term perspective looking at Africa's potential, I think it would be strong if it bottomed out.
If interest rate cuts still start, the atmosphere will completely change.
Also, when it settles down, we will report the financial results in detail.
Quote source:x.com
Translated
9
3
181473915
liked
朝イチNEWS【世界相場】2024/1/11(木)
1. 米国のインフレ率は今年鈍化し、2%の目標近辺で終了見込み。12月の米CPIはコアインフレの鈍化が予想され、ディスインフレの可能性も。
2. 日本銀行は金融政策の正常化に向けた準備を終え、春闘待ちの状況。アマゾンはプライム・ビデオとスタジオで人員削減。ブラックロックのヘッジファンドマネジャーは昨年に2桁のリターン達成。
3. 欧州での債券発行が過去最高記録を更新。NY連銀総裁は「制限的なスタンスを維持する必要がある」との認識。
4. 中国経済低迷で習近平が経済的苦境を認め。東京株式市場で日経平均が3万4000円台を回復し、バブル期以来の高値更新。
5. シカゴ大豆はブラジルの増産見通しと米国の需要不安で反落。ニューヨーク金、銀は小幅な変動。プラチナ系貴金属はプラチナが安く、パラジウムが高騰。
3
181473915
voted
Columns NVIDIA - The AI boom is real
The most anticipated quarterly results did not disappoint.
In fact, it was a treat that no one expected.
Post results, and after-market, $NVIDIA (NVDA.US)$ shares went up 30%.
So what made the shares pop so much?
1. Partly due to good results
Where $Advanced Micro Devices (AMD.US)$falter, NVIDIA seemed to prosper. Revenue was up 19% QoQ, albeit down 13% YoY.
Data center revenues smashed records, up 14% a year ago, led by demand for generative AI and large language model...
In fact, it was a treat that no one expected.
Post results, and after-market, $NVIDIA (NVDA.US)$ shares went up 30%.
So what made the shares pop so much?
1. Partly due to good results
Where $Advanced Micro Devices (AMD.US)$falter, NVIDIA seemed to prosper. Revenue was up 19% QoQ, albeit down 13% YoY.
Data center revenues smashed records, up 14% a year ago, led by demand for generative AI and large language model...
+1
16
2
181473915
reacted to
181473915 : Full post by X