JPMorgan 'tweaks' EPS estimate for Apple after cut to iPhone forecasts 10:55 AAPL JPMorgan analyst Samik Chatterjee said he is moderating his iPhone shipment volume estimates for both the first and second calendar quarters given the "modest" downward revision in the iPhone EMS build estimate from the firm's Apple supply chain analyst as well as channel checks post Chinese New Year that point to weaker than expected smartphone demand in China. His iPhone shipment estimate for 2021 has been cut to 230M units form about 236M, but this still implies a 13% year-over-year increase in volumes, noted Chatterjee, who maintains an Overweight rating and $150 price target on Apple shares. Despite the cut in his iPhone volume shipment view, he sees only "minor tweaks" to his earnings estimate given the benefit from a weaker U.S. dollar, the analyst added.
DAO is $31.90 I want to go in now but the market looks so terrible and bad and what to do Friday.... is tomorrow... VAN?
Van these guys are about education you can tust them. Youdao reports Q4 EPS (58c), consensus (70c) 05:18 DAO Reports Q4 revenue $169.62M, consensus $161.56M. Gross billings of online courses increased by 222.8% year-over-year. "2020 was a banner year for Youdao. We made great financial and operational strides across our business, closing the year with excellent top line growth and positive operating cash flow in Q1, Q2 and Q4," said Feng Zhou, CEO and director of Youdao. "Our learning services and learning products segments prospered in the fourth quarter, led by our robust K-12 segment. Total gross billings of online courses climbed to RMB1.1 billion in the fourth quarter, up by 223% year-over-year and 17% quarter-over-quarter. We also introduced our Youdao Dictionary Pen 3.0, driving our total learning products sales to RMB237.3 million in the fourth quarter, up by 254% year-over-year."
Good Friday Morning.... The word is out Reed is making a Ginger Ale to go with their Ginger beer. Why haven't they done this before? I drink a lot of Dark & Stormies so i am familiar with Reed's- They also own Virgil which makes one of the best root beers. Apparently REED had a big leg up on February 3rd, with 11.4 million shares changing hands. For perspective, REED only has 63 million total shares outstanding. Looking at Reed today. Not quite a move to value but a move to consumables. Props to Lady Ga Ga's Dog Walker! He fought for those dogs and got shot. He is in stable condition & deserves a big bonus. Reed's Insider Transactions Over The Last Year In the last twelve months, the biggest single purchase by an insider was when Independent Chairman of the Board John Bello bought US$104k worth of shares at a price of US$1.10 per share. Last summer they did this: Reed's launches ready-to-drink mule in partnership with Full Sail Brewing 06/17/20 REED Reed's has launched its first-ever alcoholic beverage: Reed's Zero Sugar Classic Mule, a naturally brewed, ready-to-drink ginger mule made in partnership with Full Sail Brewing Co. Shaking up the RTD beverage category with a sugar-free, keto-friendly take on the trendy cocktail, Reed's Zero Sugar Classic Mule is packed with REAL, fresh ginger root and made through a unique handcrafted brewing and fermentation process. Hitting shelves just in time for summer adventures, the new Zero Sugar Classic Mule contains 7% alcohol, and a light-spice flavor profile with no artificial colors, gluten, GMOs or caffeine. Reed's Zero Sugar Classic Mule is currently available at retailers nationwide for $10.99 per 4-pack, with pipelined expansion in grocery and convenience stores. CEO Chris Reed... I don't make judgements... but this cat looks ready to get into the THC -infused game!!! One look and I'm thinking this company is but a big POT collaboration away from soaring! For Your Consideration REED. $1.10
PagSeguro Digital guidance suggests continued momentum, says Susquehanna 07:58 PAGS - Foreign exposure. Brazil in this case you are a Non Bank Bank?.. Kind of sofware provider and Apps-- kind of a Square for Brazil..... Description- PagSeguro Digital Ltd., together with its subsidiaries, provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company's products and services include PagSeguro Ecosystem, a digital ecosystem that operates as a closed loop where its clients are able to address their primary day to day financial needs, including receiving and spending funds, and managing and growing their businesses; PagBank digital account, which offers banking services through the PagBank mobile app; and Free PagSeguro digital account, which centralizes various cash-in options, functionalities, services, and cash-out options in a single ecosystem. It also offers online gaming and cross-border digital services. In addition, the company offers functionalities, and value-added services and features, such as purchase protection mechanisms, antifraud platform, account and business management tools, and point of sale app. Further, it is involved in processing of back-office solutions, including sales reconciliation, and gateway solutions and services, as well as the capture of credit cards with acquirers and sub acquirers. Additionally, the company engages in the in-person payment activities through POS devices; and issuance of prepaid cards for spending or withdrawing account balances. It also operates an online platform that facilitates peer-to-peer lending. The company was founded in 2006 and is headquartered in São Paulo, Brazil. PagSeguro Digital Ltd. is a subsidiary of Universo Online S.A. PagSeguro Digital price target raised to $75 from $60 at Deutsche Bank 07:13 PAGS Deutsche Bank analyst Bryan Keane raised the firm's price target on PagSeguro Digital to $75 from $60 and keeps a Buy rating on the shares ahead of the company's Q4 results on February 25. Keane expects continued strong net adds, PagBank adoption and engagement. PagSeguro upgraded to Overweight with $61 target at JPMorgan 02/01 PAGS JPMorgan analyst Domingos Falavina upgraded PagSeguro Digital to Overweight from Neutral with a price target of $61, up from $41. PagBank reached 6.7M clients, adding an "impressive" 1.8M customers in a single quarter, Falavina tells investors in a research note. The analyst expects net additions to "remain strong" and established PagSeguro Digital as his preferred name within non-bank Brazilian Financials. Falavina sees a "solid combination" of strong client base growth, "best-in-class" app ratings, and improving monetization trends with "fast-growing" total payment volume. For your consideration: PagSeguro.$53.20 Salesforce full-year profit forecast disappoints Salesforce.com(NYSE:CRM)reported a record fourth quarter but guided a downside profit forecast for the fiscal year. Revenue was up 20% on the year to $5.82B. Subscription and support revenue gained 20% to $5.48B. For the full year, it guided revenue of $25.65-25.75B, above the $25.45B estimate. But EPS guidance of $3.39-3.41 was below consensus of $3.61. $226.01-5.07 (-2.19%)<------- This is right where we were on page 1.... When we listed CRM as an possible idea.... IDEAS: REED- PAGS- CRM- Congratulations All Of You That Took A Chance With SAIL<----- Remember Learning How To Fish? Well you just caught one! SAIL->$59.50+2.97 (5.25%) Pre-Market:8:17AM EST
Is it time to take a look at Li?- They reported a slow down in deliveries... the stock is being hammered... Opportunity? -Li stock touched an all-time high of $47.70 in November 2020. Now a steep correction. -the company announced the establishment of a new R&D center in Shanghai. The R&D will be focused on areas like autonomous driving, ultra-fast charging technology, among others. -Li Auto currently has just one model and sales have accelerated significantly through FY2020. In FY2022, the company plans to offer a second full-size premium SUV. This is another growth trigger for the company beyond the current year. -The company currently has 52 retail stores in 41 cities. -Li Auto has guided for the delivery of between 10,500 to 11,500 vehicles in Q1 2021. -Li Auto reported cash and equivalents of $4.58 billion as of December 2020. With a strong cash buffer and improving free cash flow -Li Auto reported a loss from operations of $12.1 million for Q4 2020. For the full year, the loss from operations was $102.6 million. It’s clear that operating level losses have narrowed significantly. Therefore, it seems likely that Li Auto is positioned to report operating level profits for Q1 2021. It's pretty evident that even with a slowdown in deliveries this Co is on it's way to turning a profit & a pretty big one. For Your Consideration: Li Auto. $26.03+0.16 (0.62%) Pre-Market:8:55AM EST