Harun Hossen
liked
Morning Movers
Gapping up
$NVIDIA (NVDA.US)$ stock rose 2.0% after S&P Dow Jones Indices announced that the company would replace Intel in the Dow Jones Industrial Average.
$Roblox (RBLX.US)$ stock increased by 3.3% following an upgrade by Morgan Stanley to ‘overweight’ due to potential doubling of its shares.
$Sherwin-Williams (SHW.US)$ stock climbed 4.5% on the news of its inclusion in the Dow Jones Industrial Average.
$Viking Therapeutics (VKTX.US)$ stock su...
Gapping up
$NVIDIA (NVDA.US)$ stock rose 2.0% after S&P Dow Jones Indices announced that the company would replace Intel in the Dow Jones Industrial Average.
$Roblox (RBLX.US)$ stock increased by 3.3% following an upgrade by Morgan Stanley to ‘overweight’ due to potential doubling of its shares.
$Sherwin-Williams (SHW.US)$ stock climbed 4.5% on the news of its inclusion in the Dow Jones Industrial Average.
$Viking Therapeutics (VKTX.US)$ stock su...
30
10
8
Harun Hossen
liked
$Super Micro Computer (SMCI.US)$ Earnings call live broadcast is coming soon! Based on the recent market performance of SMCI, I have made predictions for 3 scenarios:
Best case scenario forecast
Probability:30%
In the best case scenario, SMCI can successfully turn the situation around through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with a turnaround opportunity.
Worst-case scenario prediction
Probability:50%
In the worst-case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...
Best case scenario forecast
Probability:30%
In the best case scenario, SMCI can successfully turn the situation around through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with a turnaround opportunity.
Worst-case scenario prediction
Probability:50%
In the worst-case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...
Translated
18
1
Harun Hossen
reacted to
Today, both the Hong Kong stock market and A-share market have experienced a comprehensive surge.The Hang Seng Index has experienced a two-week consolidation phase and finally decided to break out upwards, indicating that the market for Chinese assets is preparing to take off.
Just saw a very good analysis piece and decided to share it with everyone in the community.
Note: This content is not original and is reposted. The intention is to share with everyone for learning and analysis together.
This market launch is similar to the one in mid-September, coinciding with bullish monetary policy announcements in China and military demonstrations of strength, particularly the recent joint carrier training with the Liaoning and Shandong aircraft carriers, as well as official induction of the J-35A fighter jet. This sets the stage for a potential surge in Chinese assets.
At this moment, the frequent appearances of Chinese aircraft carriers and fighter jets could be seen as a hedge against potential risks from the U.S. presidential election.Regardless of who becomes the next U.S. president, the policy towards China is unlikely to change significantly, and in order to address internal conflicts, the conflict is likely to escalate further. Demonstrating military strength could help offset these concerns to some extent.
The competition between China and the U.S. is actually a tripartite competition involving technology, finance, and military, with military power being the key underlying factor.The strength of the United States relies primarily on its powerful military strength. With the support of military strength, it has subsequently achieved technological monopoly and financial hegemony. Chinese assets have been suppressed for more than 3 years, in fact, it's capital determining the pricing of China...
Just saw a very good analysis piece and decided to share it with everyone in the community.
Note: This content is not original and is reposted. The intention is to share with everyone for learning and analysis together.
This market launch is similar to the one in mid-September, coinciding with bullish monetary policy announcements in China and military demonstrations of strength, particularly the recent joint carrier training with the Liaoning and Shandong aircraft carriers, as well as official induction of the J-35A fighter jet. This sets the stage for a potential surge in Chinese assets.
At this moment, the frequent appearances of Chinese aircraft carriers and fighter jets could be seen as a hedge against potential risks from the U.S. presidential election.Regardless of who becomes the next U.S. president, the policy towards China is unlikely to change significantly, and in order to address internal conflicts, the conflict is likely to escalate further. Demonstrating military strength could help offset these concerns to some extent.
The competition between China and the U.S. is actually a tripartite competition involving technology, finance, and military, with military power being the key underlying factor.The strength of the United States relies primarily on its powerful military strength. With the support of military strength, it has subsequently achieved technological monopoly and financial hegemony. Chinese assets have been suppressed for more than 3 years, in fact, it's capital determining the pricing of China...
Translated
+3
48
9
7
Harun Hossen
commented on
$YTLPOWR (6742.MY)$ today 3.40?
2
3
Harun Hossen
commented on
Columns LSS5 (Large Scale Solar Phase 5) is the fifth round of large-scale solar projects in Malaysia ♻️🔆
This project is a plan introduced by the Malaysian government to promote the development of renewable energy and encourage more solar power generation projects.
Key features of LSS5:
Massive scale: The total investment of the LSS5 project is as high as 7 billion ringgit, making it one of Malaysia's largest solar energy projects.
Intense competition: Due to the large scale and attractiveness of the project, it has attracted many companies to participate in the bidding, making the competition very fierce.
Promoting green energy: The LSS5 project helps reduce dependence on fossil fuels, lower carbon emissions, and drive Malaysia's energy transition.
Driving economic development: The implementation of the project will create a large number of job opportunities and drive the development of related industries.
Importance of the LSS5 project:
Energy security: Reduce dependence on imported energy and increase energy self-sufficiency.
Environmental protection: Reduce carbon emissions, improve air quality.
Economic benefits: Create job opportunities, promote economic growth.
In addition, its bidding work has already started, and the bidding results are expected to be announced by the end of the year!
Analysts are generally bullish on the wind power subfields of engineering, procurement, construction, and commissioning (EPCC), believing that this sector will become a major beneficiary of LSS5!
For example, $SLVEST (0215.MY)$ Companies like Samaiden Group are considered potential big winners! Including the upcoming IPO WINSTA...
Key features of LSS5:
Massive scale: The total investment of the LSS5 project is as high as 7 billion ringgit, making it one of Malaysia's largest solar energy projects.
Intense competition: Due to the large scale and attractiveness of the project, it has attracted many companies to participate in the bidding, making the competition very fierce.
Promoting green energy: The LSS5 project helps reduce dependence on fossil fuels, lower carbon emissions, and drive Malaysia's energy transition.
Driving economic development: The implementation of the project will create a large number of job opportunities and drive the development of related industries.
Importance of the LSS5 project:
Energy security: Reduce dependence on imported energy and increase energy self-sufficiency.
Environmental protection: Reduce carbon emissions, improve air quality.
Economic benefits: Create job opportunities, promote economic growth.
In addition, its bidding work has already started, and the bidding results are expected to be announced by the end of the year!
Analysts are generally bullish on the wind power subfields of engineering, procurement, construction, and commissioning (EPCC), believing that this sector will become a major beneficiary of LSS5!
For example, $SLVEST (0215.MY)$ Companies like Samaiden Group are considered potential big winners! Including the upcoming IPO WINSTA...
Translated
15
2
2
Harun Hossen
commented on
Today is also not bad YTLP still can up 1 sen closed at 3.27. Another inch nearer to 3.30. Late evening funds suddenly coming back to buy again. Probably many value Investors are coming back to buy the cheap shares below PE 8. US Presidential Election starts tonite and will drag until tomolo evening or nite then will know whether Trump will be the next President again. ![]()
9
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)