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Monthly Journal: Traders' Insights Wanted!
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Earnings Events on Alibaba, Sea & Nvidia: Review & Winners Announcement

Hi, mooers!
Thanks for your participation in the earnings analysis events on Alibaba, Sea & Nvidia. We are glad to see mooers give impressive comments and share insights concerning the companies! Clap
As always, let's start with a quick look at some of the most inspiring comments:
There was a 13% share price increase in 2 weeks since Alibaba's earnings release.
Baba quite beaten down. Quite a lot of fear surrounding the stock. However, the P/S is low (< 2). Usually tech stocks has higher P/S e.g Apple P/S around 6. No doubt the P/E is till high at 90+, But if baba can try to optimise its margins, might still have chance for upside. Grin
Many investors are negative towards China Tech now, however, it seems $Alibaba(BABA.US)$ has much room to grow given its popularity. Currently it experiencing short term gains, so people will certainly be selling to earn some profits which happens to all stocks anyway. When the price comes down, it is worth to add some into my portfolio imo.
Net loss for sep-quarter seem not that good...Emm
However $Alibaba(BABA.US)$ launched shares buyback, so... the price will increase for awhile Emm.
(U decided for urself if u wanna stay or not Trick)
The rumours about China opening their economy back up, can be an opportunity speculation...Emm However, I won't put much expectation into it as the risk is still high due to the China-Taiwan tension.
There was a 2.6% share price decrease in four weeks since Sea's earnings release.
SEA Limited shares are up more than 20% in response to the company's Q3 2022 results. During this time, a big focus for management has been to shift their mindset from growth to self-sufficiency and profitability as soon as possible without relying on any external funding, so the management is more focused on reaching profitability, such as by taking drastic actions to improve margins.
Digital entertainment particularly gaming remains weak with active users declining. Shopee, an e-commerce platform has seen an increase in merchandise volume. However, this year saw several setbacks for the Singapore-based company, such as India's ban on gaming app Free Fire and the closure of Shopee's operations in Latin American markets.
For me, I wouldn't rush to buy more shares at today's prices, even though the valuation is more appealing than before. In SEA, I'm hoping to see continued progress with revenue growth and a decrease in profitability metrics.
I personally feel that $Sea(SE.US)$ is still overpriced. no doubt that earnings have improved and costs have been reduced, it is not 100% reliant on e commerce, shopee. they need to find ways to get back market share on their digital entertainment and finance, which lost a huge part in previous quarter. road to profitability, but for now I believe it is still overpriced.
There was a 7.7% share price increase in 2 weeks since Nvidia's earnings release.
Nvidia will pick up steam as it progresses with AI and its increased role in smart automation.  Also, gamiñg will near a new precipice with the advent of Web3 and the metaverse which will make chip makers highly coveted. Too many people are living and thinking in the past.  Technical Analysis is a false art in our fast moving and volatile ecosystem.
I vote for hold/wait if your Nvidia shares are not in the money. Otherwise, please sell to take in some profit and to buy back Nvidia at lower prices on market dips. The PC market will remain weak in the short term with continued slowdown in the Gaming business. Nvidia has forewarned a bad earning forecast for current and next year. In the short term, Nvidia may not be a good buy, but at a lower stock price, Nvidia may be a buy for the long term as its earnings will recover eventually. Besides, Nvidia continued to reward its shareholders with dividends and share buyback.
I vote for sale and have also profit take as I wanted to reinvest in something else.
Realised I locked too much proportion of my original intention to buy the dip. Thus selling at a profit to relook at my positions and consolidate my portfolio is my best step forward.
Do you agree or disagree with the above mooers? Or do you have another perspective? You can continue to discuss the stocks in the comments section and @ others to join you!
Oops, we almost forgot, all mooers who comment on the above posts have been rewarded with 60~600 points according to the quality of your comments!
The Earnings Season is still ongoing. What's your opinion on other star companies' earnings results? Join us and claim your earnings season offer by winning rewards points and discovering investment opportunities! Comfort
Earnings Events on Alibaba, Sea & Nvidia: Review & Winners Announcement
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  • CasualInvestor :

  • Milk The Cow :

  • Milk The Cow : Of course I agreed as one of the mooer is me Chuckle.

    I think the 4Q earning may be quite bad for most companies Emm.
    Even by cutting employees counts, some companies barely to managed well on 3Q. Just imagined if there's a huge drop in economy demands... (That's what the FED trying to achieve to control inflation = reduce demands)