$Intel (INTC.US)$
omg

$Procter & Gamble (PG.US)$ is scheduled to release its fiscal Q2 quarterly results before the market open on 22 Jan.
UBS said on Friday in a note that the earnings might miss consensus estimates. This could be attributed to the continued challenges from geopolitical and economic conditions, particularly in the Middle East and China, affecting overall sales growth. On Top of that PG was hit by ransomware attack in late November.
The fis...

$Tesla (TSLA.US)$
1) Yahoo Finance
1.1 The U.S. automotive industry saw a record number of electric vehicles sold in 2024, with 1,301,411 units breaking last year's record with a 7.3% YoY increase. A record Q4 saw 365,824 units sold in the US, despite some weakness from sector leader Tesla. Q4 EV sales were up 15.2% YoY in the US, as reported by Cox Automotive's Kelley Blue Book.
1.2 The article ...

$Micron Technology (MU.US)$
Resend this article and update
As a semiconductor insider who has worked at Micron for many years, let's talk about the understanding of this company and its stocks.
First of all, this is a clearly U.S. government-backed and highly aggressive IDM company, continuously swallowing competitors' market share to achieve its goals. Since the 2008 financial crisis, the opponents it has swallowed include Qimonda, TECH, etc., with the storage chip market share rising from sixth to second globally, and first in the USA. Moreover, it basically acquires some small companies every year to improve its supply chain, including this year's Intelliconnect. It shows no mercy to Chinese semiconductor companies either, with famous cases being Fujian Jinhua, Yangtze Memory, etc. As the market share continues to be consolidated through acquisitions, naturally the stock price also rises, considering that when I just joined Micron, the stock price was only $7.
Secondly, this is a company with a very complete product line, a mature ecosystem, able to withstand the strong cyclical nature and policy suppression of semiconductors. Therefore, even if its technology roadmap deviates, it can quickly catch up with competitors. For example, in this AI-led HBM trend, although it briefly lagged behind South Korea's SK Hynix, it was able to quickly catch up. Another example is that although China has banned Micron, the impact on it is minimal.
So if the fundamentals are quite good, why is it that every time the earnings reports are released, although the performance is excellent, it always disappoints the market, leading to a sudden drop of 20%?
The answer is only one, it's Micron...

$Chongqing Sokon Industry Group Stock (601127.SH)$ $Honda Motor (HMC.US)$
Japanese auto giant Honda is exploring collaboration with Huawei in the smart driving space and is expected to use the Chinese tech giant's smart driving solution on its Ye brand, local media outlet 36kr said in a report, citing multiple sources.
The possibility of the same model under the Ye brand being offered in parallel with Honda Sensing 360+-equip...

$Schlumberger (SLB.US)$ is scheduled to report their fourth-quarter earnings on 17 Jan 2025 before the market open. The consensus estimate for fourth-quarter revenues is currently looking at $9.2 billion, which is a 2.1% increase from same period one year ago.
The consensus estimate for fourth-quarter earnings is set at 90 cents per share, implying growth of almost 5% from same period year-ago.
Look Out For Ongoing ...

$KOPI (0338.MY)$
Time to go BEARISH. Good luck everyone who have secure the shares.

Oriental Kopi IPO 讲解:
1) YouTube
2) fb.watch/wZOSrS...
Figure 1: IPO timetable of Oriental Kopi Holdings Berhad
-Will be listed on the ACE Board
Info of IPO
Enlarged no. of shares upon listing:  2000 million
IPO price: RM0.44
Market capitalization: RM880 million
Estimated funds to raise from Public Issue:  RM183.96 million
PE ratio = 20.40x (based on FY2024)
 
Figure 2: Business model of Oriental Kopi Holdings Be...