$Alibaba(BABA.US)$ $Alibaba(BABA.US)$ Today's net capital inflow exceeds 150 million US dollars. This is also the first net inflow since May 8. Yesterday's net outflow was 150 million. Previously, there was a net inflow of 106 million on February 6. Other than today, there has been no net inflow of more than 100 million in a single day since February 7. An oversized order bought more than 80 million yuan, which is twice as much as an oversized order that sold more than 40 million. A small order bought $250 million and sold for $170 million. Suspected institutions and retail investors are all bullish; the future market is bullish!

$Broadridge Financial Solutions(BR.US)$In the 2023.3.20 analysis, it was excluded because the valuation was too high compared to the recent growth rate, and the stock price has increased by 48.6% so far.
The US company, which was listed in 2007, mainly deals with solutions for banks, stock traders, funds, etc. The main market is in the US, and the current price is 202.31.
Revenue has continued to grow over the past 5 years, with an average growth rate of 7%. Operating profit increased sharply by 23.3% in 2023 due to an increase in gross margin and a decrease in the share of expenses. The average growth rate was 9.4%, and the average net profit growth rate was 8.1%. Interest expenses account for 14.5% of operating profit in 2023, and the interest burden is heavy. Gross margin increased from 28.2% to 29.5% in the past 5 years, and net margin fell from 11.1% to 10.4%.
In the first three quarters of 2024, revenue increased 8.1%, operating profit increased 19.4%, net profit increased 22.3%, and interest expenses accounted for 18.2% of operating profit, increasing the burden.
The balance ratio has increased from 70.9% to 72.8% in the past 5 years, and total assets and net assets have increased dramatically. Goodwill increased significantly in 2021, from $2.26 billion to $5.15 billion, indicating acquisitions, which explains the rapid increase in revenue and profit over the past 3 years. The ratio and growth rate of accounts receivable are relatively normal. Goodwill and other intangible assets are 4.769 billion yuan, which is 2.1 times the net assets of 2,267 billion yuan, long-term loans of 3.51 billion yuan, and the leverage ratio is very high. Inventory...

$AMC Entertainment(AMC.US)$ tomorrow another 20% drop from tonight regular market closing price

$Fiserv(FI.US)$In the 2023.3.20 analysis, excessive goodwill due to the acquisition was excluded, and the stock price has increased 39% so far.
The American company, which was listed in 1986, is mainly in the financial technology service business. The main market is in the US, and the current price is 153.82.
The company grew rapidly for a period of time after major mergers and acquisitions in 2019. Recently, the growth rate began to slow. The average revenue growth rate in the past 3 years was 8.7%, the average growth rate of operating profit reached 52% due to the continuous increase in gross margin, and the average growth rate of net profit reached 47.4%. Interest expenses account for 20% of operating profit in 2023, and the interest burden is very heavy. This is also quite puzzling. Net profit has reached more than 3 billion dollars, and the debt burden is still increasing. Gross margin increased from 47.4% to 59.8% in the past 4 years, net margin from 6.6% to 16.4%, and return on net assets from 2.9% to 10.1%.
2024Q1 revenue increased 7.4%, operating profit increased 25.9%, and net profit increased 30.6%.
The balance ratio has increased from 55% to 66.3% in the past 5 years. Total assets have increased quite a bit, but net assets have decreased. This is probably mainly due to treasury stocks, which have now reached 12.9 billion dollars. The ratio and growth rate of accounts receivable are relatively normal. Goodwill and other intangible assets are 48.415 billion yuan, 1.6 times the net assets of 30.669 billion yuan, and long-term loans reached 23.105 billion yuan, or 7 of 2023's net profit...

$MI(5286.MY)$ share prices surged to their highest since Feb 2022 on the back of amazing quarter result. Last Friday (May 10), Mi Technovation reported to Bursa Malaysia that its net profit for the first quarter ended March 31, 2024 (1QFY2024) had more than quadrupled to RM26.79 million from RM6.4 million in the same period last year.
The company attributed the strong earnings performance to a combination of higher revenue, which rose by 39.4% year-on-year to R...