As of mid-2024, Jinglin Asset's holdings in$PDD Holdings (PDD.US)$have reached nearly 20% of Jinglin's U.S. stock portfolio, with a 43% increase in Q2 alone. The top six stocks by market value in Jinglin's portfolio make up 60% of the total portfolio, with the holdings as follows: Pinduoduo (18.24%), Facebook (15.44%),$Taiwan Semiconductor (TSM.US)$(12.45%),$Microsoft (MSFT.US)$(10....
Everbright Securities pointed out that core CPI remains weak, and PPI continues to bottom out. Huachuang Securities noted three hidden pressures on demand based on July’s price data. This year:1) Property income growth has declined rapidly, potentially dragging down discretionary consumption significantly.2) The month-on-month rise in dining-out prices was weaker than ...
Hi, mooers! Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week! This week, various companies including$Home Depot (HD.US)$,$Sea (SE.US)$,$Tencent (TCEHY.US)$,$Alibaba (BABA.US)$and$Walmart (WMT.US)$are releasing their earnings. How will the market react to the companies' results? Let's make a guess! Rewards An equal share of 5,000 points: For mooers who corre...
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Walmart's upcoming earnings report is highly anticipated as it's expected to be positive despite slower consumer spending. Smart investments and new products like Bettergoods are helping Walmart stay strong. Their growing online advertising and store renovations with faster deliveries should increase sales and customer satisfaction. Walmart has consistently exceeded financial expectations recently. Analysts are optimistic about Walmart's stock, suggesting it's a good buy with improving earnings. $Walmart (WMT.US)$ has already risen about 29% this year, indicating investor confidence in Walmart's strategies. I guess Walmart may end this week with the biggest percentage gain.
mr_cashcow
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My vote goes to $Sea (SE.US)$ Potential bullish signals: ▲Gaming segment growth: Sea's gaming arm, Garena, continues to drive revenue growth, with popular titles such as League of Legends ▲E-commerce expansion: Shopee, Sea's e-commerce platform, is expanding rapidly globally ▲Digital payments growth: Sea's digital payments business is gaining traction, with increasing adoption and expanding services ▲Strong management team: Sea's leadership has a proven track record of execution and strategic decision-making Potential challenges: ▼Competition: Sea faces intense competition in gaming, e-commerce, and digital payments from regional and global players. ▼Regulatory risks: Sea operates in multiple jurisdictions, exposing it to varying regulatory requirements and potential risks. ▼High operating expenses: Sea's expansion efforts and investments in new businesses drive high operating expenses Earnings prospects: ①Sea is expected to maintain strong revenue growth, driven by its gaming, e-commerce, and digital payments segments ②Improving profitability with initiatives aimed at increasing efficiency and reducing costs ③Expansion into new markets Disclaimer: All the above are purely for educational purposes & are NOT financial advises! Plz DYOR/DD!
$Sea (SE.US)$is scheduled to report second-quarter 2024 results on 13 Aug 2024 before market open. It is expected to show a rise in quarterly revenue when it reports results on 13 August for the period ending 30 June 2024. The consensus estimate for second-quarter revenues is pegged at $3.73 billion, suggesting growth of 24% year over year. The estimate for SE earnings per share is 31 cents per share which is more than 50% lower than sam...
The top six stocks by market value in Jinglin's portfolio make up 60% of the total portfolio, with the holdings as follows: Pinduoduo (18.24%), Facebook (15.44%), $Taiwan Semiconductor (TSM.US)$ (12.45%), $Microsoft (MSFT.US)$ (10....
Huachuang Securities noted three hidden pressures on demand based on July’s price data. This year:
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
This week, various companies including $Home Depot (HD.US)$, $Sea (SE.US)$, $Tencent (TCEHY.US)$, $Alibaba (BABA.US)$ and $Walmart (WMT.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
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The consensus estimate for second-quarter revenues is pegged at $3.73 billion, suggesting growth of 24% year over year.
The estimate for SE earnings per share is 31 cents per share which is more than 50% lower than sam...
What happened: last Monday, we saw a global market sell off. But by the end of the week, the US stock market has staged an incredible comeback by recovering almost all of the week’s losses!
Here's the question many have in mind - is this is a dead cat bounce?
$Palantir (PLTR.US)$ $Adobe (ADBE.US)$ $iShares 20+ Year Treasury Bond ETF (TLT.US)$ $iShares Bitcoin Trust (IBIT.US)$ $Bank of America (BAC.US)$ $NIO Inc (NIO.US)$ $Alibaba (BABA.US)$ $BABA-SW (09988.HK)$