Consumer subscription stocks face pressure from inflation, despite mixed results. Notable changes include Match Group down 5.8%, Duolingo up 16.6%, Chegg down 20.1%, Netflix up 28.1%, and Coursera down 27.3%.
Elliott Management expressed satisfaction with the addition of Jones and Rascoff to the board, believing their unique skills will support the company's next growth phase. The company's shares rose 1% in premarket trading following the announcement.
Match Group's trading at a market-like P/E despite lower growth forecast may disappoint shareholders if P/E aligns with growth outlook. Predicted earnings may not support positive sentiment, risking investments and potential investors paying unnecessary premium.
Discretionary spending is expected to pop this week amid Valentines Day, while credit card debt is already at a record high. It's no surprises that Visa$Visa(V.US)$. MasterCard$萬事達(MA.US)$and American Express$美國運通(AXP.US)$shares are trading at record highs with the trio more profitable than Tesla$特斯拉(TSLA.US)$. Credit and debit cards are just one of the three groups of st...
Bernard Kim, Match Group CEO, expressed confidence in Iosotaluno's understanding of the dating category and her leadership capabilities, anticipating that her appointment will usher in a new chapter of growth and innovation for Tinder.
Despite market negativity on Match Group's subscriber decline, its dominant brands and scale could boost customer numbers and monetize assets. Elliott Investment Management's significant stake could bring changes. The company's turnaround strategy shows promise.
Morning Movers Gapping up $CrowdStrike(CRWD.US)$Shares of the cybersecurity company rose 2% after Morgan Stanley upgraded CrowdStrike to overweight from equal weight. The investment bank said CrowdStrike was seeing improving demand and has a promising artificial intelligence platform. The move comes after CrowdStrike's stock rose more than 5% on Monday. $Match group(MTCH.US)$The Tinder owner climbed nearly 16% after a report...
Elliott Investment Management's stake in Match Group may spur a company turnaround. Tinder's user decline and Hinge's growth could be strategic discussion points.
News Highlights $Tesla(TSLA.US)$shares fell by 1.86%, closing at $248.48. Its options trading volume is 2.6 million. Call contracts account for 56.6% of the whole trading volume. $Marathon Digital(MARA.US)$shares tumbled 16.44%, closing at $23.49. Its options trading volume is 1.1 million. Call contracts account for 58.9% of the whole trading volume. The losses come after the comp...
Match group股票討論區
2020年上市,主要做約會業務,46%的市場在美國,當前價格35.56。
上市以來營收持續增長,平均增速13.2%,其中2023年增長5.5%,營業利潤也持續增長,平均增速10.6%,淨利潤在2020,2021和2022年分別受停止經營虧損、其他非經營費用、資本性資產減值嚴重影響,2023年才基本恢復正常,平均增速3.5%。2023年利息費用佔營業利潤的16.6%,利息負擔較重。毛利率上市以來從73.4%下滑到71.6%,淨資產收益率從14.2%提升到21.5%。
上市以來資產負債率從146%下滑到100.4%。 商譽在2021年大幅增長,說明有收購行爲,後續的各種減值可能都是前期大膽收購的後果,目前商譽仍有26.5億,後續可能持續會有減值壓力。
目前市盈率15.7,雖然和營業利潤增速比有較大折扣,但是考慮到減值壓力依然存在,估值吸引力不大。
Valentines day: 3 groups of stocks to watch + 3 ways to make money while you live, spend & sleep
專欄Today's Morning Movers and Top Ratings: NFLX, CRWD, PYPL, JPM and More
Gapping up
$CrowdStrike(CRWD.US)$ Shares of the cybersecurity company rose 2% after Morgan Stanley upgraded CrowdStrike to overweight from equal weight. The investment bank said CrowdStrike was seeing improving demand and has a promising artificial intelligence platform. The move comes after CrowdStrike's stock rose more than 5% on Monday.
$Match group(MTCH.US)$ The Tinder owner climbed nearly 16% after a report...
專欄Options Market Statistics: Marathon Stock Fell as Investors Secured Profits on Last Trading Day of 2023, Options Pop
$Tesla(TSLA.US)$ shares fell by 1.86%, closing at $248.48. Its options trading volume is 2.6 million. Call contracts account for 56.6% of the whole trading volume.
$Marathon Digital(MARA.US)$shares tumbled 16.44%, closing at $23.49. Its options trading volume is 1.1 million. Call contracts account for 58.9% of the whole trading volume.
The losses come after the comp...
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