EricL
voted
$S&P 500 Index (.SPX.US)$Felt like Monday Blues with dip at opening.
Still in the green for the opening salvo lets see how the position holds as the day progress.
Midday 🕛 showing green due to $NVIDIA (NVDA.US)$ strong climb
$NVIDIA (NVDA.US)$Showed the pack with a strong boost at the start.
🚨High IV above 30%. Covered CALLS established as IV is high. Spread of Strike Price for profit vs risk management.
$Tesla (TSLA.US)$Volatility is its nature. I’m Bearish but re...
Still in the green for the opening salvo lets see how the position holds as the day progress.
Midday 🕛 showing green due to $NVIDIA (NVDA.US)$ strong climb
$NVIDIA (NVDA.US)$Showed the pack with a strong boost at the start.
🚨High IV above 30%. Covered CALLS established as IV is high. Spread of Strike Price for profit vs risk management.
$Tesla (TSLA.US)$Volatility is its nature. I’m Bearish but re...
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EricL
voted
$Netflix (NFLX.US)$ is releasing its Q2 earnings on July 18 after the bell. Unlock insights with NFLX Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Netflix (NFLX.US)$ have seen an increase of 6.95%. How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the...
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Netflix (NFLX.US)$ have seen an increase of 6.95%. How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the...
Expand
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EricL
reacted to and commented on
$Daqo New Energy (DQ.US)$ Falling for 10 days in a row 🤣🤣🤣 Do you guys surrender or not?
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EricL
liked
$Daqo New Energy (DQ.US)$In the March 2022 analysis, it was selected due to the large number of discounts on the relative growth rate of the valuation, and the stock price has dropped sharply by 50.6% so far.
A review analysis of the Q1 quarterly report in June 2022 found that 1.28 billion revenue raised doubts about 1.11 billion accounts receivable. The profit was closed at 30% and fell back to 0.12 billion in 2023. This should be a normal phenomenon where revenue grew too fast in that year, but too low receivables in 2023 may indicate the end of high growth.
Revenue shrank by 49.9% in 2023, operating profit shrank by 74%, and net profit shrank by 74%.
Currently, the price-earnings ratio is 4.1, and the valuation doesn't seem high, but there is currently no data on revenue recovery growth. Let's take a look at it for the time being.
A review analysis of the Q1 quarterly report in June 2022 found that 1.28 billion revenue raised doubts about 1.11 billion accounts receivable. The profit was closed at 30% and fell back to 0.12 billion in 2023. This should be a normal phenomenon where revenue grew too fast in that year, but too low receivables in 2023 may indicate the end of high growth.
Revenue shrank by 49.9% in 2023, operating profit shrank by 74%, and net profit shrank by 74%.
Currently, the price-earnings ratio is 4.1, and the valuation doesn't seem high, but there is currently no data on revenue recovery growth. Let's take a look at it for the time being.
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EricL
liked
$XAU/USD (XAUUSD.CFD)$
Yesss ! Gold hit my take profit of 2357 , just like I said !
Feeling pretty good about that trade . Here hoping it makes another run for my next target of 2369 !
I haven't been able to do my usual in depth analysis today because things have been crazy busy .🥲
$Gold Futures(DEC4) (GCmain.US)$
Yesss ! Gold hit my take profit of 2357 , just like I said !
Feeling pretty good about that trade . Here hoping it makes another run for my next target of 2369 !
I haven't been able to do my usual in depth analysis today because things have been crazy busy .🥲
$Gold Futures(DEC4) (GCmain.US)$
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EricL
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Columns How long can Age of Discovery 2 go? Let's take a look at what Taiwan's Changrong and Wan Hai say.
Beginning in April, freight rates for European and American routes began to rise, and China's transportation sector began to move somewhat. In May, Taiwan Container Sanxiong's stock price can rise 30-50% in a single month, and the rise in freight charges continues to rise.
The above chart shows the outlook of Evergreen and Wanhai Shipping management. The shortage of capacity in May was more delayed than in April. Moreover, the increase in demand for European and American routes has also driven Asian routes. This era of navigation has also burnt into Asia, including of course Malaysia 🇲🇾.
Among Malaysia's shipping businesses, HARBOUR and SYGROUP both broke through 1-year highs on May 27. Furthermore, the stock prices of FM and TASCO, two transportation-related stocks also broke through 1-year highs last week.
On May 28, HARBOUR results were released. The turnover grew by 17.4% year on year. Although net profit fell by 34.9% year over year, it was mainly due to the year-on-year decline in freight rates, but volume increased. However, the company's net profit QOQ grew by 39%, and the next quarter is expected to be even better.
The business of all divisions of the company is very positive, and the company will spend RM100 mil to buy two shipping container ships in May and June to replace the old ships. What is most rare is that when it comes to the end of the company's outlook, it is rare to be so optimistic when it comes to striving for a better tomorrow.
The company's cash reached a record high, so RM100 mil CAPEX was completely unburdened to buy a ship.
$HARBOUR (2062.MY)$
...
The above chart shows the outlook of Evergreen and Wanhai Shipping management. The shortage of capacity in May was more delayed than in April. Moreover, the increase in demand for European and American routes has also driven Asian routes. This era of navigation has also burnt into Asia, including of course Malaysia 🇲🇾.
Among Malaysia's shipping businesses, HARBOUR and SYGROUP both broke through 1-year highs on May 27. Furthermore, the stock prices of FM and TASCO, two transportation-related stocks also broke through 1-year highs last week.
On May 28, HARBOUR results were released. The turnover grew by 17.4% year on year. Although net profit fell by 34.9% year over year, it was mainly due to the year-on-year decline in freight rates, but volume increased. However, the company's net profit QOQ grew by 39%, and the next quarter is expected to be even better.
The business of all divisions of the company is very positive, and the company will spend RM100 mil to buy two shipping container ships in May and June to replace the old ships. What is most rare is that when it comes to the end of the company's outlook, it is rare to be so optimistic when it comes to striving for a better tomorrow.
The company's cash reached a record high, so RM100 mil CAPEX was completely unburdened to buy a ship.
$HARBOUR (2062.MY)$
...
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