GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. Sphere Entertainment Co options imply 4.8% move in share price post-earnings » 13:19 SPHR
     
    #8451     Feb 22, 2025
  2. New coronavirus with 'pandemic potential' found in China, Daily Mail says » 12:54 MRNA, NVAX, PFE, BNTX

    As the Bird Flu takes away are beloved chickens & eggs become sold as loosies in the street.. per egg now we have this to deal with-- and with that bed wetter in charge with the raspy voice...

    Life under Frump not so good is it?
     
    #8452     Feb 22, 2025
  3. [​IMG]

    Petulant Baby Face turned on...

    The Oval Office commentary on late Friday afternoon also saw Trump confirm he is considering a plan to end the United States Postal Service as an independent entity and merge it into Lutnick's Commerce Department.

    It may be dangerous to send taxes in this year/ I wonder if there will be a movement to not pay this year- your dollars will either get hacked or lost in the maize. A very large amount of Americans perhaps will say lets not send in taxes this year and see what happens.
     
    #8453     Feb 22, 2025
  4. Trump went even further by posting earlier this week in all caps "BALANCE BUDGET NOW??? LETS GIVE IT A SHOT. LOTS OF MONEY COMING IN FROM TARIFFS."

    :D
     
    #8454     Feb 22, 2025
  5. #8455     Feb 22, 2025
  6. I think the play next week is this
    iQIYI, Inc.(IQ)

    2.2550
    +0.0750
    +(3.44%)
    At close: February 21, 4:00:02 PM EST//

    We ought to get this to $3 in short order.

    Feb vol uptick yet the stk has not joined the others... and I think the reason is it's apersonal consumption/ extra perk type of stk. The regular Chinese folk are apt to use BABA first and then PDD and perhaps a EV car or bike purchase or gambling or stock trading... but eventually if they are comfy enough now... you may order some TV...

    I think also BEKE may be in the mix<----

    Consensus Rating1
    Buy
    Highest Price Target1
    $268.00
    Lowest Price Target1
    $1.80
    Consensus Price Target1
    $28.95
    BULLS VS BEARS
    Click to unlock major analysts' bullish and bearish positions by joining Benzinga Edge.


    IQIYI (NASDAQ:IQ) Stock, Analyst Ratings, Price Targets, Forecasts
    iQIYI Inc has a consensus price target of $28.95 based on the ratings of 14 analysts. The high is $268 issued by Mizuho on February 23, 2024. The low is $1.8 issued by JP Morgan on November 22, 2024. The 3 most-recent analyst ratings were released by Citigroup, JP Morgan, and Goldman Sachs on January 16, 2025, November 22, 2024, and August 27, 2024, respectively. With an average price target of $2.47 between Citigroup, JP Morgan, and Goldman Sachs,

    There can be no doubt this stk is troubled.. from a PT of $28...... to $2 something! Have they over reacted?

    I guess that's the hope here.

    On Wednesday, CFRA analyst Siti Salikin updated the financial outlook for iQIYI (NASDAQ:IQ), increasing the price target to $2.50 from the previous $2.30, while keeping a Hold rating on the stock. The revised price target suggests a 2025 P/E ratio of 9.2x, compared to the current P/E of 10.92x, which remains significantly lower than the over 40x P/E ratio of its direct competitor, Netflix (NASDAQ:NFLX). According to InvestingPro analysis, iQIYI appears undervalued at current levels. This adjustment reflects CFRA's expectation of a lower return on equity (ROE) for iQIYI, projected at around 12% in 2025, compared to Netflix's 38%.

    iQIYI's financial performance in 2024 showed a decline, with revenues dropping 8.31% to CNY 29.2 billion, according to InvestingPro data. The decrease was seen across various segments, with membership revenue down by 12%, advertisement revenue falling by 8%, and content distribution and other revenues increasing by 8%. Earnings per ADR (EPADS) also saw a significant reduction, plummeting 60% to CNY 0.79. This decline in EPADS was attributed to a modest 5% decrease in content costs due to a lighter content slate, which failed to meet the analyst's prior estimates.

    Despite the downturn in 2024, CFRA maintains its 2025 EPADS forecast for iQIYI at CNY 1.90 and has set a 2026 EPADS target at CNY 2.00. The firm anticipates a return to revenue growth for iQIYI, estimating around a 4% increase in 2025. This expected growth is driven by a projected resurgence in membership revenue, thanks to the introduction of new premium content aligned with user preferences and a recovery in content slates.InvestingPro's Financial Health Score of 2.73 (rated as GOOD) supports this positive outlook. Additionally, a predicted uptick in advertising spending within China is anticipated to bolster advertisement revenue.
     
    #8456     Feb 22, 2025
  7. Several hedge funds and other institutional investors have recently bought and sold shares of the company. GF Fund Management CO. LTD. acquired a new position in iQIYI in the fourth quarter valued at $1,693,000. Public Employees Retirement System of Ohio raised its holdings in shares of iQIYI by 924.8% during the fourth quarter. Public Employees Retirement System of Ohio now owns 314,600 shares of the company's stock valued at $632,000 after purchasing an additional 283,900 shares during the period. Woodline Partners LP acquired a new position in shares of iQIYI during the fourth quarter valued at about $6,818,000. Vident Advisory LLC acquired a new position in shares of iQIYI during the fourth quarter valued at about $33,000. Finally, LMR Partners LLP acquired a new position in shares of iQIYI during the fourth quarter valued at about $237,000. Institutional investors and hedge funds own 52.69% of the company's stock.

    As I read that all Buys or adds no sells/

    So what do we have-- Possibly the worst company in China! but one that will run to $3 shortly.

     
    #8457     Feb 22, 2025
  8. lets talk about the other China laggard.

    BEKE KE Holdings Inc.

    $20.90 0.68(+3.36%)4:00 PM 02/21/25

    Once again we are far from the world of Fintech... and this is actually hotels.

    Company Profile
    [​IMG]
    KE Holdings Inc., through its subsidiaries, engages in operating an integrated online and offline platform for housing transactions and services in the People's Republic of China. It operates through four segments: Existing Home Transaction Services, New Home Transaction Services, Home Renovation and Furnishing, and Emerging and Other Services. The company operates Beike, an integrated online and offline platform for housing transactions and services; Lianjia, a real estate brokerage branded store; Agent Cooperation Network, an operating system that fosters reciprocity and bonding among various service providers; and software-as-a-service systems. It also owns the Deyou brand for connected brokerage stores; and other brands. In addition, the company offers contract, secure payment, escrow, and other services. KE Holdings Inc. was founded in 2001 and is headquartered in Beijing, the People's Republic of China.

    talk about being in the wrong end markets!

    Housing is a complete mess over there and few are taking trips to hotels...
    I owned this stock way back in the day at $18 and here sh is not much higher...

    I have EPS recovering in 2025 to up 21% or $1.16.

    Rev growing about 11%

    $3 Billion in debt!

    $7.5 Billion in cash!!!

    Again it's tough to paint a rosy picture but we are now over our 50 day moving average/ 200 day & 10 day.


    BE KEKE Holdings Inc.


    $20.90 0.68(+3.36%)4:00 PM 02/21/25

    ST Target $22--$25
     
    #8458     Feb 22, 2025
  9. KE Holdings (NYSE:BEKE) Stock, Analyst Ratings, Price Targets, Forecasts
    KE Holdings Inc has a consensus price target of$23.49 based on the ratings of 8analysts. The high is $33 issued by Barclays on November 25, 2024. The low is $16 issued by Morgan Stanley on March 16, 2022. The 3most-recent analyst ratings were released by Barclays, B of A Securities, and B of A Securities on November 25, 2024, October 30, 2024, and October 9, 2024, respectively. With an average price target of $28.33 between Barclays, B of A Securities, and B of A Securities, there's an implied 36.68% upside for KE Holdings Inc from these most-recent analyst ratings.//

    All I can say here are these are OLD!!! nobody has revisited which means we could get a bunch of upgrades shortly.
     
    #8459     Feb 22, 2025
  10. GAI

    "Gap Aware Investing " (tm stoney)

    I'll do a lecture eventually on this method:::

    Shares of KE Holdings Inc. (NYSE:BEKE-Get Free Report) gapped up before the market opened on Wednesday . The stock had previously closed at $19.61, but opened at $20.60. KE shares last traded at $20.23, with a volume of 1,547,643 shares.

    A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Creative Planning grew its holdings in shares of KE by 7.1% in the third quarter. Creative Planning now owns 30,002 shares of the company's stock valued at $597,000 after acquiring an additional 1,988 shares in the last quarter. Blue Trust Inc. grew its holdings in shares of KE by 352.9% in the third quarter. Blue Trust Inc. now owns 14,886 shares of the company's stock valued at $296,000 after acquiring an additional 11,599 shares in the last quarter. Allspring Global Investments Holdings LLC grew its holdings in shares of KE by 2.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 58,758 shares of the company's stock valued at $1,170,000 after acquiring an additional 1,271 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of KE by 1,155.7% in the third quarter. Assenagon Asset Management S.A. now owns 2,353,268 shares of the company's stock valued at $46,854,000 after acquiring an additional 2,165,863 shares in the last quarter. Finally, abrdn plc grew its holdings in shares of KE by 24.5% in the third quarter. abrdn plc now owns 591,835 shares of the company's stock valued at $11,869,000 after acquiring an additional 116,367 shares in the last quarter. 39.34% of the stock is owned by institutional investors.//

    Once Again folks I see all buying.
     
    #8460     Feb 22, 2025