To The Moon

Oracle, one of the largest company in the world, handles one of the most use programming language JAVA. It also handles many other products ranging from ERP to databases. June 2024, it started investing into AI. There is a 1 billion dollars investment into Spain to enhance AI and cloud computing. Oracle is expected to report revenue of $14.13 billion, up 9% year-over-year. Analysts project net income of $3.05 billion or $1.07 per share, compared to $2.50 billion or 89 cents per share a year earlier. Cloud Services, Oracle's largest business, is expected to deliver revenue of $5.98 billion, up 25% from the year-ago quarter.  Oracle’s demand for training AI large language models in the cloud surged. With AI as the playbook for rally this year, it is likely able to hit all time high by t

When investing in stocks, I placed myself as a shareholder. I want to vote. $China Everbright(U9E.SI)$ is the highest position in my portfolio. I hold it in long term, capital loss, profits come from dividend income over the time.  I registered the General Annual Meeting vote through Tiger App Corporate Action.

Maybe, as people love to watch their movie  may it change 

At the close of the Hong Kong stock market on March 20th, $TENCENT(00700)$ released its financial report for Q4 and the full year of 2024. Investment HighlightsIncome slightly below expectations, with the gaming business lagging behind and the monetization of video acts growing. Particularly, domestic games are underperforming, with older games showing relatively better performance, but inevitably entering a downward cycle, while new games are below expectations and are at a disadvantage compared to similar competitors. Overseas game growth remains steady and serves as a strong support. Additionally, with the help of AI, advertising further improves efficiency, and the rise in video acts also boosts the benefits of the WeChat ecosystem. Furthermo

$McDonald's(MCD)$ $Occidental(OXY)$    McDonald's Flexes Tech Muscle While Overcoming Outage Hiccup: A Bullish Sign for Investors? McDonald's, the world's largest fast-food chain, is making headlines for two recent developments. On the one hand, they're demonstrating a commitment to technological innovation through their partnership with Google Cloud. This strategic move positions them to leverage advanced cloud-based solutions for potentially smoother operations and an enhanced customer experience in the future. On the other hand, McDonald's recently faced a temporary setback with a technology outage affecting digital ordering systems in several Asia-Pacific regions

$Oracle(ORCL)$ stock price rose 11.75% on Tuesday, the largest single-day increase in more than two years, and closed at $127.54, a record high. The company previously reported third-quarter results that exceeded expectations, with revenue from its cloud services and licensing support divisions growing 12%. 1. $Oracle(ORCL)$ Earnings Highlight:The cloud computing giant announced third-quarter results that were better than Wall Street expectations, and said it had signed a series of large-scale cloud computing service contracts driven by artificial intelligence demand, superimposing the third-quarter results as of February. In the financial quarter, Oracle's remaining performance obligations (RPO, a measur

Xx$Coinbase Global, Inc.(COIN)$  

Earnings Calendar (11 Mar 2024) In the coming week, there are a few earnings of interest like Oracle, Clover, ZIM, UIPath, Dollar General, Adobe and Jabil. Let us look at the earnings of ZIM in detail. Zim Integrated Shipping Services Ltd., commonly known as ZIM, is a publicly held Israeli international cargo shipping company, and one of the top 20 global carriers. The stock has fallen 45.72% from a year ago and currently, Investing has issued a “Strong Sell” rating. ZIM saw revenue growth for the last few years, from $3,991M (2020) to $13,839M (TTM). The Operating income has grown from $705M (2020) to $7,551M (TTM). Unfortunately, EPS (TTM) has turned negative at -17.75. For the balance sheet, we see growth in Total Assets and Total Debt. Capitalization has increased over time and ordinar

Dive into the pulse of corporate finances!This column tracks major companies' financial report anomalies, delivering fresh, sizzling insights on company buzz, stock fluctuations, and key metrics. Join us, engage, and don't miss out! $Abercrombie & Fitch(ANF)$ , the parent company of Abercrombie & Fitch and Hollister, said on Wednesday that its holiday quarter sales rose 21% and profits increased due to higher prices and lower raw material costs. This quarter, the company's revenue was 1.45 billion, exceeding analysts' expectations of 1.43 billion US dollars; earnings per share was US$2.97, exceeding analysts' US$2.83; comparable sales increased by 16%, and gross profit margin reached 62.9%, higher than the same period last year 7.2

I believe most of us are familiar with Sea limited due to shopee and garena. Today, we are going to talk about this company before its earnings release tomorrow.  For the past few weeks, Sea Limited investors have witnessed a remarkable revival in buying sentiments late despite intensified competition from TikTok. Investors likely anticipate more optimistic guidance at Sea Limited's upcoming earnings release this coming Monday. SE SE seems on the verge of a decisive breakout for further potential gains towards the $55 and $70 level. Unless Sea disappoints with its forward guidance again, the risk/reward looks increasingly attractive. I was surprised that SE still demonstrated resilience as it bottomed out in January 2024 before staging an almost 45% recovery through this wee

China aviation oil profits have been beat down by Covid-19 since year 2020. It is first financial report to get significant improvement, earning per share increased 75%. Dividend also were 3 times than previous year, 0.0505 SGD. It provided 0.045SGD dividend before Covid-19. I opened this position long time ago, and long time paper loss, but I do confirm it will shine again. Patience bears the fruits. $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$  

🌍Global Struggles: Beyond Meat faces challenges with falling net revenue and share prices, entering its sixth consecutive quarter of negative sales growth. $Beyond Meat, Inc.(BYND)$ 📉Financial Deterioration: Q3 performance indicates a 9% sales decline, a $7.3m gross profit loss, and a $57m EBITDA loss. The company's net debt has risen to $1bn.🌐European Expansion: Beyond Meat seeks growth in Europe, with a distribution deal in Romania through Nordic Food, aiming to capitalize on what it perceives as a faster-growing market than the US.🌱US Market Struggles: Beyond Meat faces challenges in the US market, particularly in the retail meat alternatives category, with declining sales and difficulty retaining customers despite various strategies.🌐Internati

Very nice and enjoyable 

$Unity Software Inc.(U)$ released Q4 earnings report after market close on February 26, with a significant drop of 19%.Since the former CEO’s inappropriate comments in Q3 last year regarding the "payment policy change", the company's management issues have also shown some consequences.Continuous layoffs and business adjustments (reducing loss-making businesses) have brought a lot of uncertainty to the company. The company expects to complete the restructuring by the end of Q1 and revise its performance expectations for Q1.The most anticipated Vision Pro and AI-related businesses have not yet brought in revenue, at least until the market begins to take shape in Q3 of this year.Investment HighlightsOverall, it fell short of expectations. Adjusted reven

$Abercrombie & Fitch(ANF)$ Consistent performer for long, super mega market cap, heading towards earnings next week, constant beats past earnings, the choice is obvious.

*TA as of 24/2/24. But no change to the overall thesis. Hi everyone! Today I’ll analyse a Latin-American e-commerce company: MercadoLibre, Inc. (NASDAQ: MELI) Let’s take a look at the weekly trend. MELI is forming a series of higher lows (ascending black trendline), and previously a series of higher highs. Note that we have not seen a higher high since 2021. During the 2022 bear market, MELI finally retested its long-term trendline, before trading in what appeared to be a bearish ascending channel (green trendlines). However, once we broke over 1,200s, it became clear this was merely a sustained uptrend from a higher low. Recently, MELI broke out of its channel, before a 10%+ ER dump on falling short of consensus estimates, as well as a one-off tax expense in Brazil that won’t show up in s

Earnings Calendar (26 Feb 2024) This week has several earnings of interest that include Baidu, Zoom, Dell, Salesforce and HP. Let us look at the recent performance of Salesforce Observations: Revenue grew from $4B (2014) to $31.3B (TTM 2023) - almost 8x. Gross Profit grew from $3.1B (2014) to $22.9B (TTM 2023) - almost 7x. Operating profits grew from a loss of $286M (2014) to $1,858M (TTM 2023). Salesforce has laid off about 700 workers recently. Will this translate to improved profits in the coming months? For the coming earnings, the forecast of its EPS and Revenue are $2.27 and $9.22B respectively. Can Salesforce reach a new high following its earnings? @TigerStars $Hewlett Packard Enterprise(HP

$TKO Group Holdings(TKO)$  The wrestling world is buzzing with anticipation as TKO Group Holdings, better known as WWE, navigates a period of dynamic change. From boardroom shakeups and streaming partnerships to creative overhauls and legendary returns, the entertainment giant is making headlines for all the right reasons. Rock Solid Foundations: The Rock's strategic entrance onto the board signals a potential shift in direction, leveraging his star power and industry acumen. SmackDown's triumphant return to USA Network signifies a renewed partnership with NBCUniversal, solidifying their presence in the traditional cable landscape. Netflix's historic deal for Raw marks a bold move into streaming, expanding WWE's reach to a global audience and

Because I deserve it

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Oracle, one of the largest company in the world, handles one of the most use programming language JAVA. It also handles many other products ranging from ERP to databases. June 2024, it started investing into AI. There is a 1 billion dollars investment into Spain to enhance AI and cloud computing. Oracle is expected to report revenue of $14.13 billion, up 9% year-over-year. Analysts project net income of $3.05 billion or $1.07 per share, compared to $2.50 billion or 89 cents per share a year earlier. Cloud Services, Oracle's largest business, is expected to deliver revenue of $5.98 billion, up 25% from the year-ago quarter.  Oracle’s demand for training AI large language models in the cloud surged. With AI as the playbook for rally this year, it is likely able to hit all time high by t