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Yangzijiang Shipbuilding
Yangzi River Shipping (BS6.SG)
YANGZHIJIANG SHIPBUILDING INCREASED ITS PROFIT BY 77% IN THE FIRST HALF OF THE YEAR, WITH STRONG OPERATING INCOME GROWTH.
Yangzi River Shipping (BS6.SG)
YANGZHIJIANG SHIPBUILDING INCREASED ITS PROFIT BY 77% IN THE FIRST HALF OF THE YEAR, WITH STRONG OPERATING INCOME GROWTH.
Translated
Today I want to talk to two companies I'm interested in. First, the big data analytics software platform PLTR announced a report: Total revenue of $6.34 billion increased 21% year-on-year, exceeding market expectations of $6.25 billion; adjusted EPS of $0.08, in line with expectations.
On the financial side, the company raised its full-year guidance to $26.8-26.9 billion, but it is still below market expectations of $27.1 billion and is currently down 10%.
The details are: Revenue from US business customers grew by 40% year-on-year, but the high growth rate of 70% slowed compared to 23Q4, including subscription fees Billings grew by only 2% year-on-year, significantly below the expected 13%!
The growth rate of the remaining underwriting value RPO and the total contract value TCV also slowed, which are the details that led to the post-trade decline.
What PLTR reports give me is this: The market is getting higher and higher reporting requirements for AI and tech stocks! Even if earnings are better than expected and even higher than the full-year guidance, if there is a slight sign of easing, it is basically a fall, and many tech stocks have fallen this quarter after the announcement, and the proportion feels much higher than before.
Of course, this is certainly not related to valuation, and there are many companies to publish their financial statements this week to watch out for risk.
On the financial side, the company raised its full-year guidance to $26.8-26.9 billion, but it is still below market expectations of $27.1 billion and is currently down 10%.
The details are: Revenue from US business customers grew by 40% year-on-year, but the high growth rate of 70% slowed compared to 23Q4, including subscription fees Billings grew by only 2% year-on-year, significantly below the expected 13%!
The growth rate of the remaining underwriting value RPO and the total contract value TCV also slowed, which are the details that led to the post-trade decline.
What PLTR reports give me is this: The market is getting higher and higher reporting requirements for AI and tech stocks! Even if earnings are better than expected and even higher than the full-year guidance, if there is a slight sign of easing, it is basically a fall, and many tech stocks have fallen this quarter after the announcement, and the proportion feels much higher than before.
Of course, this is certainly not related to valuation, and there are many companies to publish their financial statements this week to watch out for risk.
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