Nicholas Parker fx_0
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$Sea(SE.US$
E-commerce is a complex business and there are many interdependent factors that can impact earnings.
There are however three metrics that we have found worthwhile to watch when the latest earnings report comes out:
Average Order Value = reported GMV / reported # of transactions,
3P Take rate = reported 3P revenues / reported 3P GMV, and
Sales and marketing spend % = reported sales and marketing expense / reported GMV
We have selected these metrics for a ...
E-commerce is a complex business and there are many interdependent factors that can impact earnings.
There are however three metrics that we have found worthwhile to watch when the latest earnings report comes out:
Average Order Value = reported GMV / reported # of transactions,
3P Take rate = reported 3P revenues / reported 3P GMV, and
Sales and marketing spend % = reported sales and marketing expense / reported GMV
We have selected these metrics for a ...
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Nicholas Parker fx_0
liked
What I really want is for the t-shirts to go on sale again 😆
😁
😁
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Nicholas Parker fx_0
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$enGene Holdings(ENGN.US$ Shorts are going to cover this week due to such a high rate. There is also less than 400 shares available. Projected is 31.00 but that is after covering. They may wait until 50.00 to short it again unless lockup has ended for them, then they will sell.
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Nicholas Parker fx_0
liked
Good morning mooers! Here are things you need to know about today's market:
●S&P 500 Hits New High Before Paring Gains as Investors Reevaluate Tech Momentum
●Buying Momentum Expected to Continue on Bursa Malaysia Next Week with Focus on Banking Sector Results
●Stocks to watch: Sime Darby Property, IOI
-moomoo News MY
Wall Street Summary
The S&P 500 index hit a new all-time high before paring ...
●S&P 500 Hits New High Before Paring Gains as Investors Reevaluate Tech Momentum
●Buying Momentum Expected to Continue on Bursa Malaysia Next Week with Focus on Banking Sector Results
●Stocks to watch: Sime Darby Property, IOI
-moomoo News MY
Wall Street Summary
The S&P 500 index hit a new all-time high before paring ...
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Nicholas Parker fx_0
liked
$Seatrium(S51.SG$ For those who are unable to comprehend the Balance Sheet, you can just take a look at their CFO speech as it summarizes most parts of it. Just to highlight some - Cashflow is bad, very high debt at a high interest rate environment. Makes me think of Hyflux and I am not even sure if Temasek will save it if it ever comes to that (their patents are really valueable). I dont think any shipyards in SG is even close to their size and a failure will be disasterous for SG. However thi...
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Nicholas Parker fx_0
liked
$Lion-OCBC Sec HSTECH S(HST.SG$
reload triggered. all the best!
reload triggered. all the best!
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Nicholas Parker fx_0
liked
$Semilux(SELX.US$ $DIH Holdings(DHAI.US$ $L Catterton Asia Acquisition Corp(LCAA.US$ $Airship AI(AISP.US$ $C3.ai(AI.US$ $BullFrog AI(BFRG.US$ $Beamr Imaging(BMR.US$ $Intuitive Machines(LUNR.US$ $Super Micro Computer(SMCI.US$ $NVIDIA(NVDA.US$ $Taiwan Semiconductor(TSM.US$ $Arm Holdings(ARM.US$ $Intel(INTC.US$
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Nicholas Parker fx_0
liked
$Seatrium(S51.SG$
For the 2HFY2023, revenue grew by over 400% y-o-y to $4.4 billion. For the full year, revenue of $7.3 billion was a three-fold increase over $1.9 billion recorded in FY2022.![]()
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Cash holdings : $2 billion++![]()
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For the 2HFY2023, revenue grew by over 400% y-o-y to $4.4 billion. For the full year, revenue of $7.3 billion was a three-fold increase over $1.9 billion recorded in FY2022.
Cash holdings : $2 billion++
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