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NVIDIA's CEO, Jensen Huang, emphasized during his speech at the NVIDIA GTC Keynote at COMPUTEX 2023 that AI technologies are impacting every industry a...
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.
NVIDIA's CEO, Jensen Huang, emphasized during his speech at the NVIDIA GTC Keynote at COMPUTEX 2023 that AI technologies are impacting every industry a...
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$ZIM Integrated Shipping(ZIM.US$ If this ticket actually made it to $15, I'd be all in
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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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$Peloton Interactive(PTON.US$Revenue fell 10.9% in 2022 after reaching a high of $4.02 billion in 2021. After 4 years of continuous losses, operating profit increased sharply to a loss of 1.64 billion yuan in 2022, while net profit loss reached 2.83 billion yuan in 2022.
In the first two quarters of 2023, revenue continued to decline by 27.3%, with operating profit loss of 460 million yuan and net profit loss of 740 million yuan. Investment value was not visible.
In the first two quarters of 2023, revenue continued to decline by 27.3%, with operating profit loss of 460 million yuan and net profit loss of 740 million yuan. Investment value was not visible.
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$ZIM Integrated Shipping(ZIM.US$ rundown
Due to falling freight rates and the outlook for the container market, I don't expect ZIM's adjusted EBITDA and free cash flow even close to their levels in 2023.
The company was unable to pay a high dividend in 2023. However, you don't need to buy a stock just because the dividends are high.
The stock's current price is down 70% year over year, and 80% below its all-time high in March 2022.
ZIM's container capacity increased in the first quarter of 2023, and the company's chartering strategy enabled it
It can benefit from the improved market conditions expected in the second half of 2023 and the first half of 2024.
It is expected that by the second half of 2021, container freight rates will not even be close to current levels. In its 2020 financial results, ZIM Integrated Shipping Services (NYSE: ZIM) expects its adjusted EBITDA for the full year of 2021 to be between $1.4 billion and $1.6 billion. However, due to an unexpected increase in container freight rates, the company reported an adjusted EBITDA of $6.6 billion, 340% higher than expected. As container freight rates remained significantly high in the first nine months of 2022, the company reported an adjusted EBITDA of $7.5 billion in 2022. Due to high inflation, high energy prices, and declining consumer purchasing power, plus Hong Kong...
Due to falling freight rates and the outlook for the container market, I don't expect ZIM's adjusted EBITDA and free cash flow even close to their levels in 2023.
The company was unable to pay a high dividend in 2023. However, you don't need to buy a stock just because the dividends are high.
The stock's current price is down 70% year over year, and 80% below its all-time high in March 2022.
ZIM's container capacity increased in the first quarter of 2023, and the company's chartering strategy enabled it
It can benefit from the improved market conditions expected in the second half of 2023 and the first half of 2024.
It is expected that by the second half of 2021, container freight rates will not even be close to current levels. In its 2020 financial results, ZIM Integrated Shipping Services (NYSE: ZIM) expects its adjusted EBITDA for the full year of 2021 to be between $1.4 billion and $1.6 billion. However, due to an unexpected increase in container freight rates, the company reported an adjusted EBITDA of $6.6 billion, 340% higher than expected. As container freight rates remained significantly high in the first nine months of 2022, the company reported an adjusted EBITDA of $7.5 billion in 2022. Due to high inflation, high energy prices, and declining consumer purchasing power, plus Hong Kong...
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$ZIM Integrated Shipping(ZIM.US$ Sell fast run,buy dip at 16
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Highlights from the Quarterly Results:
FUTU beat revenue and profit expectations. Quarter 4 net income almost doubled from the year before. At price of $44, FUTU is now trading below PE Ratio of 17, which in my opinion, is low, considering FUTU’s high growth potential and the expected renewed uptrend in China stocks that we are starting to see from mid-March.
Investor Conference Call Highlights:
1) New market expansion: FUTU is planning to expand int...
FUTU beat revenue and profit expectations. Quarter 4 net income almost doubled from the year before. At price of $44, FUTU is now trading below PE Ratio of 17, which in my opinion, is low, considering FUTU’s high growth potential and the expected renewed uptrend in China stocks that we are starting to see from mid-March.
Investor Conference Call Highlights:
1) New market expansion: FUTU is planning to expand int...
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