JOHNNY 10
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The CPI increased 0.3% for the month, higher than the 0.2% estimate. On a 12-month basis, the CPI closed 2023 up 3.4%. Economists surveyed by Dow Jones had been looking for readings of 3.3%.
Food costs were up 2.7% compared with one year ago, down from 2.9% YoY compared to last month.
Energy costs decreased by 2.0% YoY. Energy costs decreased by 5.4% YoY in November.
Used cars and trucks prices decreased by 1.3% YoY.
Shelter costs were up ...
Food costs were up 2.7% compared with one year ago, down from 2.9% YoY compared to last month.
Energy costs decreased by 2.0% YoY. Energy costs decreased by 5.4% YoY in November.
Used cars and trucks prices decreased by 1.3% YoY.
Shelter costs were up ...
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$AUD/USD (AUDUSD.FX)$ Last week's Aussie bulls performed well defending the 0.6380 support level. This meant AUD/USD stopped creating lower highs and lower lows for the first time since falling below the 0.6900 mark in mid-July.
This is not surprising as AUD/USD is prepared to look bullishreverses?
Australia's better than expected retail sales reports and China's Ministry of Finance and the State Administration of Taxation boost the Chinese stock market by reducing stamp duty and lower margin requirements, may also support Australian dollar bulls.
Then it isPowell's speech at Jackson Hall, he said in the speech that he and his team would “act cautiously” with the next monetary policy change, which some traders thought would mean “not so hawkish” and slightly anti-dollar. It may also be difficult for AUD/USD to gain bullish momentum during the UK market release period.
AUD/USD continues above the 0.6490 resistance level overnight, consider buying. If bullish reversal is uncertain, consider retesting 0.6450 intermediate resistance level and 0.6490Trade in a long position at a resistance level.
The previous 0.6600 resistance zone may be a good profit target, but if there is enough power, it can also target the 0.6700 or 0.6740 zone of interest before.
This is not surprising as AUD/USD is prepared to look bullishreverses?
Australia's better than expected retail sales reports and China's Ministry of Finance and the State Administration of Taxation boost the Chinese stock market by reducing stamp duty and lower margin requirements, may also support Australian dollar bulls.
Then it isPowell's speech at Jackson Hall, he said in the speech that he and his team would “act cautiously” with the next monetary policy change, which some traders thought would mean “not so hawkish” and slightly anti-dollar. It may also be difficult for AUD/USD to gain bullish momentum during the UK market release period.
AUD/USD continues above the 0.6490 resistance level overnight, consider buying. If bullish reversal is uncertain, consider retesting 0.6450 intermediate resistance level and 0.6490Trade in a long position at a resistance level.
The previous 0.6600 resistance zone may be a good profit target, but if there is enough power, it can also target the 0.6700 or 0.6740 zone of interest before.
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JOHNNY 10
voted
$Amazon (AMZN.US)$ Q1 FY23:
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
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$Tesla (TSLA.US)$
The investment thesis of FSD depends on regulatory approval.
As Elon Musk emphasized in the recent FQ1 '23 earnings conference call,Tesla Inc. (NASDAQ: TSLA) remains the leader in the electric vehicle (EV) market in the United States and is expected to maintain this position in the foreseeable future. On September 5th, Tesla's stock price rose more than 5% during trading hours. On September 4th, Tesla performed well in the technology sector, with a 4.18% increase in stock price. The rise in stock price is attributed to Elon Musk's promotion of the company's future projects, such as the Optimus robot, on social media, as well as a series of upcoming technological innovations that provide new potential for growth.(nasdaq stock code:TSLA) launched another attack and re-promoted its full self-driving ("FSD") technology as being available by 2023:
But the trend is very clear, moving towards fully autonomous and independent driving. As most investors are aware, since 2018、2019, 2020, and 2021.In 2019, 2020, and 2021.In 2019, 2020, and 2021.Since the introduction of Robotaxis, TSLA's CEO has consistently touted the assumed availability of its FSD technology.Unfortunately, considering the reportedly false 2016 promotional video.According to Ashok Elluswamy, TSLA's Director of Autonomous Driving Software, optical devices are not favorable for car manufacturers.
The purpose of this video is not to accurately describe the content available to customers in 2016. It is to describe the content that can be built into the system. (Technical tightening).
On the one hand, TSLA's FSD technology has a lot of room for improvement in the past seven years, and since October 2020, the testing program has achieved a driving mileage of0.15 billion miles.mileage.
The auto manufacturer'sFSD update 11.4also has great potential, in addition to
The investment thesis of FSD depends on regulatory approval.
As Elon Musk emphasized in the recent FQ1 '23 earnings conference call,Tesla Inc. (NASDAQ: TSLA) remains the leader in the electric vehicle (EV) market in the United States and is expected to maintain this position in the foreseeable future. On September 5th, Tesla's stock price rose more than 5% during trading hours. On September 4th, Tesla performed well in the technology sector, with a 4.18% increase in stock price. The rise in stock price is attributed to Elon Musk's promotion of the company's future projects, such as the Optimus robot, on social media, as well as a series of upcoming technological innovations that provide new potential for growth.(nasdaq stock code:TSLA) launched another attack and re-promoted its full self-driving ("FSD") technology as being available by 2023:
But the trend is very clear, moving towards fully autonomous and independent driving. As most investors are aware, since 2018、2019, 2020, and 2021.In 2019, 2020, and 2021.In 2019, 2020, and 2021.Since the introduction of Robotaxis, TSLA's CEO has consistently touted the assumed availability of its FSD technology.Unfortunately, considering the reportedly false 2016 promotional video.According to Ashok Elluswamy, TSLA's Director of Autonomous Driving Software, optical devices are not favorable for car manufacturers.
The purpose of this video is not to accurately describe the content available to customers in 2016. It is to describe the content that can be built into the system. (Technical tightening).
On the one hand, TSLA's FSD technology has a lot of room for improvement in the past seven years, and since October 2020, the testing program has achieved a driving mileage of0.15 billion miles.mileage.
The auto manufacturer'sFSD update 11.4also has great potential, in addition to
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JOHNNY 10
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If Tesla shares fall back to $100, investors can buy more, and when the shares are at $150 or $160, investors can hold on to the stock.
After a two-day delay, SpaceX launched the most powerful starship system ever built by man from Texas. The Starship successfully took off from the launch pad, but about four minutes after launch, the booster and the ship failed to separate from each other.
Simple summary: it blew up.
The same "bomb" also overnight $Tesla (TSLA.US)$'s stock p...
After a two-day delay, SpaceX launched the most powerful starship system ever built by man from Texas. The Starship successfully took off from the launch pad, but about four minutes after launch, the booster and the ship failed to separate from each other.
Simple summary: it blew up.
The same "bomb" also overnight $Tesla (TSLA.US)$'s stock p...
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JOHNNY 10
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The Chinese economy continues to grow and the food industry presents a great opportunity for companies to leverage food delivery services. With the help of cutting-edge technology, China's tech giants are taking advantage of this food delivery bloom enhancing the overall consumer experience by providing faster, more efficient and convenient food delivery options.
The restaurant industry is flourishing in this growth as small businesses alike are now able to gain access to a br...
The restaurant industry is flourishing in this growth as small businesses alike are now able to gain access to a br...
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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 $7.5 billion in 2022. Due to high inflation, high energy prices, and declining consumer purchasing power, plus Hong Kong...
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$Amazon (AMZN.US)$ “If the value of common stock falls by 50% in a short period of time and causes you extreme pain, then you shouldn't hold common stock.” —Warren Buffett
Easier said than done! The share price of Berkshire Hathaway (Berkshire Hathaway). BRK B shares — Buffett's investment group) have fallen 50% several times. As a result, Amazon's (NASDAQ: AMZN) stock price drop of 50% in 2022 is praiseworthy of historical significance. This isn't the first time since Amazon went public that its stock price has dropped by more than 50%. That's not going to make things any better.
So what really happened? Why did Amazon's stock price drop in the past 12 months while the stock market is underperforming? Investors are concerned about four key issues:
macroeconomic pressure on consumer e-commerce spending,
High costs have affected Amazon's e-commerce business and Amazon web services.
Amazon Web Services (AWS) growth is slowing, and
Stay away from high-growth tech businesses.
macroeconomic environment
Admittedly, the macroeconomic environment has deteriorated in 2022, and Amazon, like most businesses, is facing a more challenging business environment. Amazon is a leading e-commerce company in the US and many international markets (excluding China). Excluding AWS, its revenue far exceeds $400 billion. Eliminate...
Easier said than done! The share price of Berkshire Hathaway (Berkshire Hathaway). BRK B shares — Buffett's investment group) have fallen 50% several times. As a result, Amazon's (NASDAQ: AMZN) stock price drop of 50% in 2022 is praiseworthy of historical significance. This isn't the first time since Amazon went public that its stock price has dropped by more than 50%. That's not going to make things any better.
So what really happened? Why did Amazon's stock price drop in the past 12 months while the stock market is underperforming? Investors are concerned about four key issues:
macroeconomic pressure on consumer e-commerce spending,
High costs have affected Amazon's e-commerce business and Amazon web services.
Amazon Web Services (AWS) growth is slowing, and
Stay away from high-growth tech businesses.
macroeconomic environment
Admittedly, the macroeconomic environment has deteriorated in 2022, and Amazon, like most businesses, is facing a more challenging business environment. Amazon is a leading e-commerce company in the US and many international markets (excluding China). Excluding AWS, its revenue far exceeds $400 billion. Eliminate...
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