很容易
commented on
$DBS Group Holdings(D05.SG$ With so much good news, why is it still falling? speechless
Translated
1
15
很容易
liked
$ZIM Integrated Shipping(ZIM.US$🎯 023.5.26 Review current price 14.2
New data: 2023Q1
Revenue fell sharply by 63%. Operating profit changed from last year's profit of 2.24 billion dollars to loss of 14 million yuan, and net profit loss of 58 million yuan.
The profit statement shows that revenue fell 63% to 1.37 billion, main business costs fell only 5.9% to 1.32 billion, and operating expenses fell 6.9% to 68 million. This shows that the company's expenses are very rigid. If quarterly revenue does not reach 1.4 billion dollars, it will face a loss in operating profit.
Interest expenses doubled to 51 million, indicating that the company's cash situation had deteriorated. If revenue does not exceed 1.45 billion dollars, then net profit will also be lost.
This kind of profit statement is both good and bad. The advantage is that once revenue exceeds the profit and loss line, profit will increase without resistance; the disadvantage is a mirror image of the benefits.
The balance sheet shows that the balance ratio for the first quarter increased from 49.3% to 55.9%, a sufficient increase of 6.6%, but fell from 65.4% to 55.9% year-on-year.
On a year-over-year basis, current assets fell sharply by 40%, non-current assets increased by 29.5%, and total assets fell 6.4%.
The increase in non-current assets is mainly due to an increase in investments and prepayments from $320 million to $1,367 million.
Debt-side current liabilities fell 35.5%, non-current liabilities increased 4.3%, and large amounts of borrowing were transferred into leasing liabilities, and subsequent interest expenses may fall.
Net worth increased by 19.3...
New data: 2023Q1
Revenue fell sharply by 63%. Operating profit changed from last year's profit of 2.24 billion dollars to loss of 14 million yuan, and net profit loss of 58 million yuan.
The profit statement shows that revenue fell 63% to 1.37 billion, main business costs fell only 5.9% to 1.32 billion, and operating expenses fell 6.9% to 68 million. This shows that the company's expenses are very rigid. If quarterly revenue does not reach 1.4 billion dollars, it will face a loss in operating profit.
Interest expenses doubled to 51 million, indicating that the company's cash situation had deteriorated. If revenue does not exceed 1.45 billion dollars, then net profit will also be lost.
This kind of profit statement is both good and bad. The advantage is that once revenue exceeds the profit and loss line, profit will increase without resistance; the disadvantage is a mirror image of the benefits.
The balance sheet shows that the balance ratio for the first quarter increased from 49.3% to 55.9%, a sufficient increase of 6.6%, but fell from 65.4% to 55.9% year-on-year.
On a year-over-year basis, current assets fell sharply by 40%, non-current assets increased by 29.5%, and total assets fell 6.4%.
The increase in non-current assets is mainly due to an increase in investments and prepayments from $320 million to $1,367 million.
Debt-side current liabilities fell 35.5%, non-current liabilities increased 4.3%, and large amounts of borrowing were transferred into leasing liabilities, and subsequent interest expenses may fall.
Net worth increased by 19.3...
Translated
5
很容易
liked
$Alibaba(BABA.US$
$Adobe(ADBE.US$
Judging from the stock prices of giants like Ali and Tencent, the domestic economic situation really doesn't look good. Baba had to clear up the deal and lost a little bit of money, so it was considered a contribution to the motherland. Stop losses in a timely manner and drop positions to high-quality stocks.
The recent hot spot in the market is still the AI bubble. I think this bubble can blow again. This week $NVIDIA(NVDA.US$ Let's wait and see when the financial report comes out. I personally don't think the earnings report will be too bad. After all, Viagra's chip strength is there, and it's still some time until the bubble bursts.
But I'm definitely not going to chase higher positions, so my current few positions are all depressions of the AI concept. My current stock selection strategy is:
The price of profitable value stocks in the AI concept has broken through MA200 but has not reached the sky yet, and the short-term moving average is in a bullish position. According to this standard, the first few major positions are
$Intel(INTC.US$
$Alphabet-C(GOOG.US$
$Taiwan Semiconductor(TSM.US$
$Adobe(ADBE.US$
Adobe cleared the inventory this morning and Ali opened the inventory. As long as Viagra's earnings report doesn't explode, I'll keep holding it.
presently $iShares 20+ Year Treasury Bond ETF(TLT.US$ It's a loss, but currently 3%...
$Adobe(ADBE.US$
Judging from the stock prices of giants like Ali and Tencent, the domestic economic situation really doesn't look good. Baba had to clear up the deal and lost a little bit of money, so it was considered a contribution to the motherland. Stop losses in a timely manner and drop positions to high-quality stocks.
The recent hot spot in the market is still the AI bubble. I think this bubble can blow again. This week $NVIDIA(NVDA.US$ Let's wait and see when the financial report comes out. I personally don't think the earnings report will be too bad. After all, Viagra's chip strength is there, and it's still some time until the bubble bursts.
But I'm definitely not going to chase higher positions, so my current few positions are all depressions of the AI concept. My current stock selection strategy is:
The price of profitable value stocks in the AI concept has broken through MA200 but has not reached the sky yet, and the short-term moving average is in a bullish position. According to this standard, the first few major positions are
$Intel(INTC.US$
$Alphabet-C(GOOG.US$
$Taiwan Semiconductor(TSM.US$
$Adobe(ADBE.US$
Adobe cleared the inventory this morning and Ali opened the inventory. As long as Viagra's earnings report doesn't explode, I'll keep holding it.
presently $iShares 20+ Year Treasury Bond ETF(TLT.US$ It's a loss, but currently 3%...
Translated
6
7
很容易
commented on
很容易
commented on
$Faraday Future Intelligent Electric Inc.(FFIE.US$ is that growing up or not?
8
很容易
commented on
$Mullen Automotive(MULN.US$ How Do You Feel About $Faraday Future Intelligent Electric Inc.(FFIE.US$ ?
9
很容易
commented on
很容易
commented on
$Apple(AAPL.US$ Pump and dump... If Nvidia doesn't move, let's pull Apple...
Translated
1
3
很容易 : dude