Koh papa
voted
$Mullen Automotive (MULN.US)$ red or green today
Koh papa
voted
Good day mooers! ![]()
Welcome to StockTalk: Daily, Insightfully, Rewardingly!
[Rewards awaiting]
8 points for all mooers who participated in the poll below.
88 points for mooers who share their insightful ideas by commenting down.
$Sea (SE.US)$Sea Ltd's stock plummeted by 29%, causing a loss of nearly $10 billion in market value and a quarter of co-founder Forrest Li's fortune. The company's disappointi...
Welcome to StockTalk: Daily, Insightfully, Rewardingly!
[Rewards awaiting]
8 points for all mooers who participated in the poll below.
88 points for mooers who share their insightful ideas by commenting down.
$Sea (SE.US)$Sea Ltd's stock plummeted by 29%, causing a loss of nearly $10 billion in market value and a quarter of co-founder Forrest Li's fortune. The company's disappointi...
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Koh papa
voted
Sector Rotation
Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed.
Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy.
Even the NASDAQ announced a special rebalancing later this month, ...
Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed.
Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy.
Even the NASDAQ announced a special rebalancing later this month, ...
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Koh papa
voted
On July 20, EST, $Tesla (TSLA.US)$ Stock Falls 9.7% Again After Second-Quarter Earnings Beat Estimates. ![]()
The market's main concerns about Tesla ahead of earnings season include:
1, After many rounds of price cuts, Q2 auto gross margin can bottom out?
2, The market needs more details of the new model. Including Cybertruck pricing, other specification information, when to start the first delivery and when to start mass production and other issues; and when Mo...
The market's main concerns about Tesla ahead of earnings season include:
1, After many rounds of price cuts, Q2 auto gross margin can bottom out?
2, The market needs more details of the new model. Including Cybertruck pricing, other specification information, when to start the first delivery and when to start mass production and other issues; and when Mo...
90
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Koh papa
liked
China's listed SOEs, trading at below-market valuations, might see a boost from the government’s new policy direction.
Reviving the SOE sector
$Dow Jones Industrial Average (.DJI.US)$ $S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Hang Seng Index (800000.HK)$ $CSI 300 Index (000300.SH)$ $PETROCHINA (00857.HK)$ $CHINA MOBILE (00941.HK)$ $BOC 20USDPREF (04619.HK)$ $China Railway Construction Corporation (601186.SH)$ $XIAOMI-W (01810.HK)$ $MEITUAN-W (03690.HK)$ $Phillip HK Newly Listed Equities Index ETF (02835.HK)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $JD.com (JD.US)$ $BYD COMPANY (01211.HK)$ $BYD Co. (BYDDF.US)$ $AEM SGD (AWX.SG)$ $RH PetroGas (T13.SG)$ $Dyna-Mac (NO4.SG)$ $Geo Energy Res (RE4.SG)$ $Golden Energy (AUE.SG)$
Reviving the SOE sector
$Dow Jones Industrial Average (.DJI.US)$ $S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Hang Seng Index (800000.HK)$ $CSI 300 Index (000300.SH)$ $PETROCHINA (00857.HK)$ $CHINA MOBILE (00941.HK)$ $BOC 20USDPREF (04619.HK)$ $China Railway Construction Corporation (601186.SH)$ $XIAOMI-W (01810.HK)$ $MEITUAN-W (03690.HK)$ $Phillip HK Newly Listed Equities Index ETF (02835.HK)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $JD.com (JD.US)$ $BYD COMPANY (01211.HK)$ $BYD Co. (BYDDF.US)$ $AEM SGD (AWX.SG)$ $RH PetroGas (T13.SG)$ $Dyna-Mac (NO4.SG)$ $Geo Energy Res (RE4.SG)$ $Golden Energy (AUE.SG)$
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Koh papa
voted
Perhaps the most anticipated Q1'23 results of them all.
$Tesla (TSLA.US)$ released its latest results, and it does not look good upfront.
But behind the numbers, perhaps, Tesla is weighing in on a longer-term game plan.
Here are my observations
1. Higher revenue, but deteriorating gross margins
Overall revenue is higher by +24% YoY, but down by -4% QoQ.
As Tesla sought to continue its price cuts, it comes with no surprise that the gross margins will be aff...
$Tesla (TSLA.US)$ released its latest results, and it does not look good upfront.
But behind the numbers, perhaps, Tesla is weighing in on a longer-term game plan.
Here are my observations
1. Higher revenue, but deteriorating gross margins
Overall revenue is higher by +24% YoY, but down by -4% QoQ.
As Tesla sought to continue its price cuts, it comes with no surprise that the gross margins will be aff...
+1
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Koh papa
voted
In the last three weeks, the $S&P 500 Index (.SPX.US)$ rose 1.43%, 1.39% and 3.48% respectively; the $Nasdaq Composite Index (.IXIC.US)$ rose 4.41%, 1.66% and 3.37% respectively.
Under multiple negative factors (banking crisis, hawkish Fed, etc.), Goldman Sachs analysts, however, are not surprised by the recent rally in U.S. stocks, and expect the current round of gains may continue into April.
In February this year, t...
Under multiple negative factors (banking crisis, hawkish Fed, etc.), Goldman Sachs analysts, however, are not surprised by the recent rally in U.S. stocks, and expect the current round of gains may continue into April.
In February this year, t...
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Koh papa
liked
$Crude Oil Futures(JAN5) (CLmain.US)$ $United Sts Brent Oil Fd Lp Unit (BNO.US)$
Oil prices rose for a fourth day on Friday, taking Brent towards three-year highs, as investors focused on tighter supplies amid strong appetite for riskier assets like crude and high hopes for recovery from the pandemic.
Brent crude was up 40 cents, or 0.5% at $77.65 a barrel, by 0037 GMT, after touching a two-month high on Thursday and closing at its highest since October 2018.
U.S. oil CL1! was up 27 cents, or 0.4%, at 73.57 a barrel, having closed 1.5% in the previous session, the highest since the start of August.
"Crude prices appear to be on a one-way street that is headed higher ... with risk appetite running wild," said Edward Moya, senior market analyst at OANDA.
In a sign of strengthening fuel demand, capacity utilization rates at U.S. East Coast refineries increased to 93%, the highest since May 2019, Energy Information Administration (EIA) data showed.
Inventories fell to the lowest in almost three years after damage from two hurricanes kept draws elevated in the United States, EIA data earlier in the week showed. EIAS
Some members of the Organization of the Petroleum Exporting Countries (OPEC) and allies, known as OPEC+, have also struggled to raise output following under-investment or delays to maintenance work during the worst global health crisis in 100 years.
Still, U.S. oil refiners on the hunt for replacements for the U.S. Gulf crude lost to storms have been able to turn to Iraqi and Canadian oil, while Asian buyers have been switching to pursuing Middle Eastern and Russian grades, analysts and traders said.
Oil prices rose for a fourth day on Friday, taking Brent towards three-year highs, as investors focused on tighter supplies amid strong appetite for riskier assets like crude and high hopes for recovery from the pandemic.
Brent crude was up 40 cents, or 0.5% at $77.65 a barrel, by 0037 GMT, after touching a two-month high on Thursday and closing at its highest since October 2018.
U.S. oil CL1! was up 27 cents, or 0.4%, at 73.57 a barrel, having closed 1.5% in the previous session, the highest since the start of August.
"Crude prices appear to be on a one-way street that is headed higher ... with risk appetite running wild," said Edward Moya, senior market analyst at OANDA.
In a sign of strengthening fuel demand, capacity utilization rates at U.S. East Coast refineries increased to 93%, the highest since May 2019, Energy Information Administration (EIA) data showed.
Inventories fell to the lowest in almost three years after damage from two hurricanes kept draws elevated in the United States, EIA data earlier in the week showed. EIAS
Some members of the Organization of the Petroleum Exporting Countries (OPEC) and allies, known as OPEC+, have also struggled to raise output following under-investment or delays to maintenance work during the worst global health crisis in 100 years.
Still, U.S. oil refiners on the hunt for replacements for the U.S. Gulf crude lost to storms have been able to turn to Iraqi and Canadian oil, while Asian buyers have been switching to pursuing Middle Eastern and Russian grades, analysts and traders said.
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Koh papa
liked
$ZIM Integrated Shipping (ZIM.US)$ must i own the shares before 4 Apr 2023 to be eligible for next dividend payout?
thank you in advance,
thank you in advance,
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