It’s crucial not just to own stocks but truly understand what these companies do. And if you can’t describe them in one sentence? Well, you might not know them well enough. Here are the one-liners for each stock in my portfolio 👇 ❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services. 🛡️ $CRWD - Their Falcon platform uses ar...
MercadoLibre's recent earnings disappointment is viewed as a buying opportunity. The company's strategy to sacrifice margins for market share and its potential for growth in Latin America are noteworthy. Its fintech business caters to a large unbanked population transitioning to digital payments.
$MercadoLibre(MELI.US)$its heavily shorted now. imagine waking up in the morning just to short a perfectly good company stock to fall is highly not normal.
MercadoLibre's transition to profitability and ongoing business reinvestment is viewed favorably. The stock's impressive 261% return over the past five years reflects investor appreciation of these changes. If these trends persist, MercadoLibre could have a promising future.
Despite the drop in shares, the company's robust user growth and strong performance in various segments indicate potential for future growth. The stock market's reaction to the news may present a good opportunity to buy MercadoLibre shares.
MercadoLibre's e-commerce business demonstrated robust revenue growth with Q4 sales soaring 42% Y/Y to $4.26B. Its fintech business also saw another sequential quarter of revenue growth with total payment volume leaping 57.2% Y/Y to $56.51B.
MercadoLibre股票討論區
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Here are the one-liners for each stock in my portfolio 👇
❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services.
🛡️ $CRWD - Their Falcon platform uses ar...
2007年上市的烏拉圭公司,主要做電商平台業務,主要市場在巴西、阿根廷和墨西哥,當前價格1787。
5年來營收高速增長,2022年增速下降到49%,營業利潤2020年扭虧,2022年增長1.3倍達到10.3億,淨利潤2021年扭虧,2022年達到4.8億。2022年利息費用佔營業利潤的5.4%,利息負擔不重。毛利率近5年從48.4%下滑到42.5%,2022年大幅提升到49%,淨資產收益率2022年達到28.7%。
2023前3季度營收增長35.5%,營業利潤增長1.3倍,淨利潤增長1.6倍達到8.2億。
5年來資產負債率從85%增長到86.7%。 近兩年應收增長過快,2021年從13.78億增長19.6億到33.38億,佔營收的47%,2022年從33.38億增長16.4億到49.75億,佔營收的47%,而這兩年淨利僅有5.7億。應收比例異常說明商業模式和普通電商應該有較大差異。
長期借款21.43億,佔淨資產27.41億的78%。庫存股5.87億。
5年來現金流經營淨...
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