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melgohjd Private ID: 102961489
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    $Alphabet-A(GOOGL.US)$ Potential stocks
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    melgohjd commented on
    Futu’s 9th Anniversary Challenge Game has been launched recently. On such a short notice, it has attracted a large number of users to participate in the game with great enthusiasm.
    For new participants, though, it could be difficult for them to maneuver moomoo, our hero, through the game. Failing to rise through the rank in the game could result in losing the chance to get a slice of the $200,000 final prize.
    Don’t worry! Here are some useful tips to guide you through the game.
    Tip 1: Keep in mind that extra lives could greatly improve the odds of winning. To get extra lives, you can complete the tasks listed to gain more chances to play and strike for higher scores and better rewards. Please complete the tasks as much and as soon as possible.
    Tip 2: If you are an iPhone user, you may turn the Low Power Mode off or start the game with the battery full charged. High refresh rate mode would be ideal, because it enables a higher frame rate in the game, which could smooth your gaming experience and potentially improve your performance. 
    Tip 3: When you make the jumps, it is better to jump over one obstacle at a time. Since each jump to the central point is rewarded with one point, if you jump over multiple obstacles at a time, you will get one point only. Besides, it is much more difficult to jump over several obstacles at once.
    Tip 4: Winning the game becomes harder as you are entering into the next level. The first three levels are the easiest. Please try your best to practice jumping to the center point between the obstacles to make the best of these levels. You may feel easier to adapt to harder modes with more practice.
    Tip 5: The more times the game is cleared, the more obstacles and the higher the difficulty will be. Please noted that more risks potentially lead to higher scores. You will gain extra points after overcoming obstacles, so jumping over more obstacles can help you accumulate more points. In this way, it is possible for you to obtain higher scores in higher levels, but you still have to be careful when the risk increases.
    Tip 6: For the newbies of the game who are not confident in their ability to reach the central points, you can firstly take small steps to the front of the obstacle and then jump over it. Despite of the more steps you have to take, it’s more secure in this way.
    Tip 7: According to data collected, failure happens the most frequently at the corners in the game. You must be careful with corners by taking small steps when pass through them.
    Tip 8: Going fast does not always lead to success. Keeping your own pace during the game and your investment journey brings more safety and success.
    With these tips, feel free to compete with mooers now!
    Let's Moo-ve: 9th Anniversary Challenge Game Guide
    Let's Moo-ve: 9th Anniversary Challenge Game Guide
    Let's Moo-ve: 9th Anniversary Challenge Game Guide
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    $Alphabet-C(GOOG.US)$ $Alphabet-A(GOOGL.US)$ Good news for shareholders. Former Google Cloud chief, Diane Greene, understandably wanted to pursue U.S. federal government Cloud contracts, but, she had to fight Sundar Pichai on this score -- Pichai having indefensibly backed Google employees' nonsensical, infantile and indefensible opposition to their company doing business with the U.S. government. Can you imagine? These infants are reaping the fruits of peace, liberty and prosperity, working for a company that could have only been created in the U.S., yet, they're unwilling to help their country's government, when it needs assistance in technology matters.
    I'm glad that Thomas Kurian is pursuing Cloud business opportunities wherever they lie. To not bid on U.S. federal government contracts is sheer foolishness.
    $Amazon(AMZN.US)$ $Apple(AAPL.US)$
    Amazon has a big advantage over Apple because of its retail platform which acts as a very strong anchor for Prime membership. This allows Amazon to add new services to Prime increasing the overall value proposition and also gives it the ability to increase the prices. Apple does not have any similar anchor service.
    Apple Music has a good number of subscribers but Amazon Music has also a strong subscriber base. In addition to this, Amazon has a huge market share in the smart speaker segment through its Echo devices. Amazon has been selling Echo devices at rock bottom prices and also giving huge discounts to Amazon Music Unlimited customers who use this service on Echo devices.
    Amazon can also monetize the users through other services. It has been reported that Echo users do higher purchases on Amazon's retail platform. Hence, Amazon can afford to give discounts for Echo devices and music streaming. This has also forced Apple to sell HomePod Mini in sub-$100 category. But Apple would not be able to give discounts on music services similar to Amazon because it will squeeze its margins. Apple also does not have other services through which it can monetize customers in the low-margin music streaming business.
    The smart speaker segment can have a halo effect on many services. This segment also has a very loyal customer base because users generally prefer to have additional smart speakers from the same brand to get a seamless experience. Apple's market share is in low single-digit despite launching lower-priced devices. Amazon has also leveraged its dominant position in smart speaker devices to launch a wide variety of devices which now includes even a home robot.
    Apple is trying to build a base service through Apple One which is good enough for customers to try other services like fitness+. But Apple's lack of anchor service will hurt the growth of Apple One. Apple would need to rapidly expand the attraction of its TV+ to make it an anchor service within Apple One. This would require massive investment. At the same time, other players like Disney (DIS), Netflix (NFLX), HBO Max (T), and Amazon are also increasing their investments in this segment which will make it difficult for Apple TV+ to gain a big following.
    Takeway
    Apple is now competing directly with Amazon in music, video, gaming, and many other services. Apple One does not have an anchor service to attract customers similar to the retail platform for Prime members. Amazon's subscription revenues are also growing at a faster pace compared to Apple's Services segment growth. Greater discounts for Amazon music and higher investments in video streaming can make Prime membership the ideal "good enough" service which will limit Apple's subscription growth.
    Apple is already trading at a very high multiple and any decline in margins or slow growth in subscription business could severely hurt the sentiments towards the stock and lead to a big correction.
    Amazon's advantage over Apple
    Amazon's advantage over Apple
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    Investing is heavily dependent on expectation where "Stocks are bought on expectations, not facts" quoted from Gerald Loeb.
    The expectations of investors are in turn driven by the numbers raised during the earnings announcement, how much surprise/dismay arise based on the announced figures?
    Will the profitability of the company be continuous based on the earnings Y-T-Y growth? For this, the growth rate is key 🔑.
    Let's take a retrospective look at one of the smart money's favourites: $Chipotle Mexican Grill(CMG.US)$
    For this example, the positive surprise in earnings growth led to a reaction from the market catapulting the stock price to 1800 & 1900 range from the 1600 range. Lo' and behold, this was considered "expensive" to some given its trading P/E multiple of 40 in Jan 2020.
    $Chipotle Mexican Grill(CMG.US)$
    The "high" P/E multiple is justified  based on the growth of the company's earnings and the fast company expansion results in such P/E multiple where investors are willing to buy at the current level as they expect the earnings to grow in comparison to other low growth companies.
    Besides numbers, how could earnings release be complete without Guidance?
    To put it simply, guidance are projections be it for sales, drivers to sales etc.
    A classic example: $Netflix(NFLX.US)$
     The market reacted negatively (-7.40%) simply based on guidance that subscriber growth would be dampen, bearing in mind the driver for $Netflix(NFLX.US)$'s earnings growth.
    The market is a vibrant place where not all companies are equal hence guidance release for other companies would differ, e.g. $Tesla(TSLA.US)$ focuses on vehicle deliveries
    So earnings is truly one key event to a stock price, without doubt. The volatility surging (based on possible erratic up or down stock movement) is expected during the earning period which to some is another window of opportunity.
    Trade safe everyone! None of the above is financial advice and should not be taken as one.
    $Amazon(AMZN.US)$ earnings 28 Oct 21
    $Phunware(PHUN.US)$ earnings 8 Nov 21
    $AMC Entertainment(AMC.US)$ earnings 1 Nov 21
    $GameStop(GME.US)$ earnings 14 Dec 21
    Source: Nasdaq.com
    A short poll: Do you trade during earnings?
    🚀🚀🚀🌕🌕🌕Earnings is key🌕🌕🌕🚀🚀🚀
    🚀🚀🚀🌕🌕🌕Earnings is key🌕🌕🌕🚀🚀🚀
    🚀🚀🚀🌕🌕🌕Earnings is key🌕🌕🌕🚀🚀🚀
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