kienchun
voted
kienchun
liked
First, let's talk about TSMC
Freshly released financial reports:
1). Main financial data: Q2 net revenue was NT$673.51 billion, up 40.1% year on year; net profit: Q2 net profit: Q2 net profit was 247.85 billion NTD, exceeding market expectations, up 36.3% year on year; operating profit: Q2 operating profit was 286.56 billion NTD, estimated at NT$274 billion, up 42% year on year; gross profit margin for Q2 reached 53.2% month on month It rose 0.1 percentage points to 52.6%, and the forecast for the first quarter was 51%-53%.
2). Prospects for sales: Sales are expected to be 22.4 billion US dollars to 23.2 billion US dollars in the third quarter, raising the annual sales growth forecast in dollars to above the 20% mid-range, from 21%-26% to 24%-26%. Operating margin: The operating margin for the third quarter is expected to be 42.5% to 44.5%, and the market estimates 42.1%. Gross profit margin: The gross margin for the third quarter is expected to be 53.5% to 55.5%, and the market estimates 52.5%.
3). Capital expenditure: Raise the lower limit of capital expenditure for the year. The annual capital expenditure is expected to be 30 billion US dollars to 32 billion US dollars. The previous capital expenditure guideline was 28 billion US dollars to 32 billion US dollars, and the market estimate was 29.55 billion US dollars.
Looking at technical trends, I'll go back to the explanation video at the beginning of the year. As long as the blue ladder is still on top of the yellow ladder, hold it:
Money now...
Freshly released financial reports:
1). Main financial data: Q2 net revenue was NT$673.51 billion, up 40.1% year on year; net profit: Q2 net profit: Q2 net profit was 247.85 billion NTD, exceeding market expectations, up 36.3% year on year; operating profit: Q2 operating profit was 286.56 billion NTD, estimated at NT$274 billion, up 42% year on year; gross profit margin for Q2 reached 53.2% month on month It rose 0.1 percentage points to 52.6%, and the forecast for the first quarter was 51%-53%.
2). Prospects for sales: Sales are expected to be 22.4 billion US dollars to 23.2 billion US dollars in the third quarter, raising the annual sales growth forecast in dollars to above the 20% mid-range, from 21%-26% to 24%-26%. Operating margin: The operating margin for the third quarter is expected to be 42.5% to 44.5%, and the market estimates 42.1%. Gross profit margin: The gross margin for the third quarter is expected to be 53.5% to 55.5%, and the market estimates 52.5%.
3). Capital expenditure: Raise the lower limit of capital expenditure for the year. The annual capital expenditure is expected to be 30 billion US dollars to 32 billion US dollars. The previous capital expenditure guideline was 28 billion US dollars to 32 billion US dollars, and the market estimate was 29.55 billion US dollars.
Looking at technical trends, I'll go back to the explanation video at the beginning of the year. As long as the blue ladder is still on top of the yellow ladder, hold it:
Money now...
Translated
![“An Interpretation of Individual Stock Opportunities in US Stocks”](https://ussnsimg.moomoo.com/sns_client_feed/102768750/20240718/96e1963e41088c62f747efb80195d362.jpg/thumb?area=999&is_public=true)
![“An Interpretation of Individual Stock Opportunities in US Stocks”](https://ussnsimg.moomoo.com/sns_client_feed/102768750/20240718/0fdcddfcafea4db5dbea98609e1bd3cc.jpg/thumb?area=999&is_public=true)
![“An Interpretation of Individual Stock Opportunities in US Stocks”](https://ussnsimg.moomoo.com/sns_client_feed/102768750/20240718/44ccde45e8f37f1f56240fbd4c5c8e87.jpg/thumb?area=999&is_public=true)
+4
34
1
kienchun
voted
Hi all hope you are doing well in the trades or coping well in the loss or gain happy due to short.
Last week seems to be a voilatile and downtrending week after Trump's assassination attempt.
So more bad news? Let's look at the Macro's and some stocks for the day. Remember this is not a recommendation or Financial advice it is based on my own opinion.
Major headlines
There are several major highlights:
1. Semiconductor Tariff
On Wed we see most...
Last week seems to be a voilatile and downtrending week after Trump's assassination attempt.
So more bad news? Let's look at the Macro's and some stocks for the day. Remember this is not a recommendation or Financial advice it is based on my own opinion.
Major headlines
There are several major highlights:
1. Semiconductor Tariff
On Wed we see most...
![More bad news?! 📰There might be a silver lining? ☁️](https://sgsnsimg.moomoo.com/sns_client_feed/104790792/20240720/1721456080052-random8321-104790792-android-compress.jpg/thumb?area=104&is_public=true)
![More bad news?! 📰There might be a silver lining? ☁️](https://sgsnsimg.moomoo.com/sns_client_feed/104790792/20240720/1721456081052-random1909-104790792-android-org.jpeg/thumb?area=104&is_public=true)
![More bad news?! 📰There might be a silver lining? ☁️](https://sgsnsimg.moomoo.com/sns_client_feed/104790792/20240720/1721456081778-random6976-104790792-android-org.png/thumb?area=104&is_public=true)
+4
14
1
kienchun
voted
TSM is releasing its Q2 earnings on July 18 before the bell.
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor(TSM.US$ have seen an increase of 22.28%.
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 price range of $Taiwan Semiconductor(TSM.US$'s opening...
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor(TSM.US$ have seen an increase of 22.28%.
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor(TSM.US$'s opening...
![TSM Q2 Earnings Preview: Grab rewards by guessing the opening price!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20240716/1721097647343-d52529223b.png/thumb?area=100&is_public=true)
149
260
kienchun
voted
Hey all! hope you are doing well after the massive sell off on Thursday scare of AI over bloating. ![]()
As it is a Saturday and there is no trading day, here are some of the opportunities and risk I'm seeing.
Daily chart and explanation below: 👇👇👇
Here are my takes on bullish and bearish indicators.
Bullish indicators![]()
![]()
:
1. Currently price is standing above 20 MA which means there are some bullish signs. Green doji as a supporting evidence Potential above 133 end of next we...
As it is a Saturday and there is no trading day, here are some of the opportunities and risk I'm seeing.
Daily chart and explanation below: 👇👇👇
Here are my takes on bullish and bearish indicators.
Bullish indicators
1. Currently price is standing above 20 MA which means there are some bullish signs. Green doji as a supporting evidence Potential above 133 end of next we...
14
16
kienchun
voted
$Broadcom(AVGO.US$, which has soared 52% this year, will officially implement a 10-for-1 stock split plan after market close on July 12th (this Friday). This move follows $NVIDIA(NVDA.US$, another major AI player, and has sparked market speculation.
Let's compare the recent stock trends of NVIDIA and Broadcom. From the announcement to the actual split, NVIDIA's share price jumped about 27%, and it has risen an additi...
Let's compare the recent stock trends of NVIDIA and Broadcom. From the announcement to the actual split, NVIDIA's share price jumped about 27%, and it has risen an additi...
![Broadcom follows NVIDIA's lead in stock split. What's the aftermarket outlook?](https://ussnsimg.moomoo.com/sns_client_feed/77777025/20240711/1720686714613-65f626f6a7.png?area=999&is_public=true)
![Broadcom follows NVIDIA's lead in stock split. What's the aftermarket outlook?](https://ussnsimg.moomoo.com/sns_client_feed/77777025/20240711/1720686712501-ec7dfb6f80.png?area=999&is_public=true)
![Broadcom follows NVIDIA's lead in stock split. What's the aftermarket outlook?](https://ussnsimg.moomoo.com/sns_client_feed/77777025/20240711/1720686712660-292c950249.png?area=999&is_public=true)
+4
734
465
kienchun
voted
Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the top ten buzzing stocks on moomoo based on search and message volumes! Comment below to answer the Weekly Topic question for a chance to win an award!
Make Your Choice
Weekly Buzz
The market climbed this week to all-time highs, and not just the usual suspects- all three indexes topped the charts this week. As a genera...
Make Your Choice
Weekly Buzz
The market climbed this week to all-time highs, and not just the usual suspects- all three indexes topped the charts this week. As a genera...
![Weekly Buzz: Fresh Highs for Everyone, But Weak Bank Earnings](https://ussnsimg.moomoo.com/sns_client_feed/77777000/20240713/1720807863166-3ed5877718.gif/thumb?area=999&is_public=true)
![Weekly Buzz: Fresh Highs for Everyone, But Weak Bank Earnings](https://ussnsimg.moomoo.com/sns_client_feed/77777000/20240713/1720810590745-906c819c53.png/thumb?area=999&is_public=true)
![Weekly Buzz: Fresh Highs for Everyone, But Weak Bank Earnings](https://ussnsimg.moomoo.com/sns_client_feed/77777000/20240713/1720812448074-8cb72ea995.png/thumb?area=999&is_public=true)
+9
28
20