Guess the Stock E61 | Identify the growing giants in the Meta Quest supply chain
Event Description:
This event column is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"My goal was never just to create a company. Many people misinterpret that, as if I don't care about revenue, profit, or anything else. But what not being 'just' a company means to me is building something that actually makes a really big change in the world." — Mark Zuckerberg.
On September 27, 2023, Meta will host a virtual event focused on AI and virtual, mixed and augmented realities. CEO Mark Zuckerberg and special guests as they unveil the new Meta Quest 3 and reveal how Meta is bringing mixed reality to life.
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Rewards
1) 4,000 Points: All mooers who answer the following questions correctly and post thoughts of any length on any companies below will be considered winners. All winners will get an equal share of 4,000 points. (e.g., If 100 mooers win, each mooer will get 40 points.)
2) Cash Rewards: 3 users who give the best-quality comments will get USD 2 / SGD 2.8 cash coupons. (You can share investment ideas, trading experiences, and exploration of why Market Cap deviates among the companies.)
Questions
1) What companies do Company A, Company B, and Company C refer to, respectively?
2) What's the ranking of Companies A, B and C in terms of Market Capitalization?
Reference answer form: A>B>C or A<B<C or C<A≈B (within 10% deviation)
Tips: You can refer to the financial indicators' information below.
Company A: Research and Development expenses 2015 to 2022
Source: Statista, 2023
The company is headquartered in Dallas. It designs and manufactures semiconductors and various integrated circuits. It is one of the top 10 semiconductor companies worldwide based on sales volume. The company's focus is on developing analog chips and embedded processors, which account for more than 80% of its revenue.
Company B: Market share of leading digital camera manufacturers 2022, by sales volume
Source: Statista, 2023
In 1945, an engineer and a physicist founded the predecessor of this company. In 1950, they introduced a tape recorder. In 1955, they renamed the company to the current one, and in 1960 they introduced the World's first TV-set based on transistor technology. The company entered the photography market in the age of digital photography.
Company C: The company's Proxy Statement 2023
Source: Company IR, 2023
The company markets products, services and an Internet of Things (IoT) and augmented reality (AR) platform for partners and developers. It was founded in 1985 and headquartered in Boston. It pioneered parametric, associative feature-based, solid computer-aided design (CAD) modeling software in 1988.
More Hint:
● Company A: The blue line; Company B: The yellow line; Company C: The purple line
● Finding path: moomoo App → Markets→ Explore→ Stock Compare
How to Participate?
Add the stock tickers (e.g., $Tesla(TSLA.US)$), plus the Market Cap comparison and any comments on the above companies to your answers. Further investment ideas are also welcome.
Event Period: September 22 – September 29. Rewards will be issued within a month.
Disclaimer
This presentation is for information and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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费北敬 : 1)
a. Texas Instruments (TXN) 145.64B
b. SONY (Sony) 99.49B
c. Parametric Technology Corporation (PTC)16.85B
2) A,145.64B > B,99.49B > C,16.85B
3)
Texas Instruments
a global semiconductor company that designs, manufactures, tests and sells analog and embedded processing chips. Our approximately 80,000 products help over 100,000 customers efficiently manage power, accurately sense and transmit data and provide the core control or processing in their designs, going into markets such as industrial, automotive, personal electronics, communications equipment and enterprise systems.
mr_cashcow : 1) A. $Texas Instruments (TXN.US)$ Mkt cap: 145.556B
PS6 when?
B. $Sony (SONY.US)$ Mkt cap: 102.099B
C. $PTC Inc (PTC.US)$ Mkt cap: 16.714B
Mkt cap sauce: Yahoo finance
2) Mkt cap: A>B>C
3) Warm tips: $Texas Instruments (TXN.US)$ have announced it will raise its quarterly cash dividend 5%, from $1.24 per share to $1.30, or $5.20 annualized. Good for those looking for dividends
$Sony (SONY.US)$ shares have gained 11.8% year to date compared with the sub-industry’s growth of 11% which is impressive to say the least
$PTC Inc (PTC.US)$ Director Corinna Lathan sold 800 shares of PTC Inc (NASDAQ:PTC) in Sep. This move comes amidst a year where the insider has sold a total of 3,122 shares and purchased none. Is this a RED flag? idk, u DYOR & lmk
As usual all the above are NOT financial advises, plz DYOR/DD!
sociable Dingo_8604 : A: $Texas Instruments (TXN.US)$
B: $Sony (SONY.US)$
C: $PTC Inc (PTC.US)$
Market cap: A > B > C
$Sony (SONY.US)$ in its 2022 financial year, reported a net income of almost seven billion U.S. dollars. The company's gaming and network services segment has become its highest earner, accounting for a significant portion of Sony's overall revenue. In Q1 2023, it reported a 31% drop in operating income in the fiscal first quarter, citing a decrease in profits at its financial services and movies businesses. The company raised sales forecasts for the full year, which is largely thanks to a boost from its PlayStation games business.
Sony updated its revenue forecast for its full fiscal year ending in March 2024 to 12.2 trillion yen from 11.5 trillion yen, which was also better than the 11.9 trillion yen consensus. It also has a current PE of 16.28, considerably a good company to invest in.
As usual, DYODD before making any investment!
圓寶 : A: $Texas Instruments (TXN.US)$
B: $Sony (SONY.US)$
C: $PTC Inc (PTC.US)$
Market cap: A>B>C
Meta have pivoted from their metaverse into AI as their pursuit of the metaverse have been haemorging massive fundings. Therefore I'm not holding my breath for the metaquest supply chains but among 55 analysts, the median target price for Texas Instruments stands at $183.36, with a high estimate of $230 and a low estimate of $150 with good financial scores it is rated as a strong buy. So if I were to pick one out of the 3 it would be TI.
ZnWC : A. $Texas Instruments (TXN.US)$
B. $Sony (SONY.US)$
C. $PTC Inc (PTC.US)$
Mkt cap: A>B>C
Sony, with its 55 percent market share in the image sensor market, is the largest manufacturer of image sensors, the second largest camera manufacturer, and is among the semiconductor sales leaders.
For the image and sensor business, Sony is the world's largest manufacturer of CMOS image sensors as its chips are widely used in digital cameras, tablet computers, smartphones, drones and more recently, self-driving systems in automobiles (as of 2020). In 2020, Sony has launched the first intelligent vision sensors with AI edge computing capabilies.
Recently Sony Electronics announced the launch of mobile motion capture system "mocopi" (QM-SS1) in the U.S. market. "mocopi," with its six small and lightweight sensors and a dedicated smartphone app enables full-body motion tracking using Sony's proprietary technologies. Creators can capture their motion data or video of their avatars in motion with the mobile app or send motion data to compatible third-party software in real time, providing users with a new way to interact within virtual reality (VR).
Sony Q2 2023 financial reported sales increased by 33% to $20.6 billion, while net income decreased by 17% to $1.51 billion. As of September 2023 Sony has a market cap of $107.54 Billion. This makes Sony the world's 126th most valuable company by market cap. The company has a strong foundation in image and sensor business and is trying to capture the market share in VR.
Meme_Short_Queen : 1) A. $Texas Instruments (TXN.US)$ Mkt cap: 146.38B
B. $Sony (SONY.US)$ Mkt cap: 102.32B
C. $PTC Inc (PTC.US)$ Mkt cap: 16.90B
2) Mkt cap: A>B>C
Metaverse is doomed to fail spectacularly.
102771749 : 1) A. $Texas Instruments (TXN.US)$ Mkt cap: 146.38B
B. $Sony (SONY.US)$ Mkt cap: 102.32B
C. $PTC Inc (PTC.US)$ Mkt cap: 16.90B
2) Mkt cap: A>B>C
Zaith : 1) A. $Texas Instruments (TXN.US)$ Mkt cap: 146.38B
B. $Sony (SONY.US)$ Mkt cap: 102.32B
C. $PTC Inc (PTC.US)$ Mkt cap: 16.90B
2) Mkt cap: A>B>C
Amurgan : A: $德州仪器 (TXN.US)$
B: $索尼 (SONY.US)$
C: $PTC Inc (PTC.US)$
Market cap: A>B>C
Among 55 analysts, the median target price for Texas Instruments stands at $183.36, with a high estimate of $230 and a low estimate of $150 with good financial scores it is rated as a strong buy
jessielee90 : A. $Texas Instruments (TXN.US)$
B. $Sony (SONY.US)$
C. $PTC Inc (PTC.US)$
Mkt cap: A>B>C
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