Overview of companies on the stock market
The Matrix is confusing. European semiconductors are back in the subject. Disclaimer: when we talk about, that something has grown, we mean a comparison with the same quarter a year earlier. Since all issuers are from the USA, then all results in dollars.
Investors' concerns about the share market continue to grow. Record inflation In January, US consumer prices rose more year-on-year, than the experts expected, - on 7,5%. This is the highest increase since February 1982.. So, fuel prices have risen 47%, for used cars 41%, for food - 7%.
The Committee for the Development of the Foreign Securities Market of the St. Petersburg Exchange approved the trading parameters for the weekend. Bidding will take place from 10 to 19 hours Moscow time, but no start date has been announced yet.. Securities will be allowed to trade on weekends, which are traded in the morning session.
Today we have a very speculative idea: take shares of the online network selling flowers and food 1-800-Flowers (NASDAQ: FLWS), in order to capitalize on the growth in demand for its services. Growth potential and validity: 23,5% behind 14 Months; 48,5% behind 3 of the year; 129% behind 8 years. Why stocks can go up: because it is a cheap and efficient business.
PEAK (MCX: PIKK) is a leading Russian developer in terms of sales of residential real estate. The company is already on the market 26 years and during this time has built more than 27 million square meters of residential real estate for more than 2 million people. The main regions of presence are Moscow and the Moscow Region.
Today we have a speculative idea: take shares in Axcelis semiconductor business (NASDAQ: ACLS), in order to capitalize on the growth in demand for the goods and services of the company. Growth potential and validity: 14% behind 14 Months; 10% per annum during 15 years. Why stocks can go up: because semiconductors are a hot topic.
9 February Disney reported for the first quarter of fiscal year 2022, which ended 1 January. The result was better than expected: Disney+ subscribers are on the rise, and park revenues tripled. In the postmarket, DIS shares rose by 7%, to 157 $. Financial results Here's how the figures changed year-on-year and what analysts expected: total revenue — $21.8 billion (+34%), expectations — $20.9 billion; adjusted earnings per share — 1,06 $ (+231%), expectations - 0,63 $; 129.8 million Disney+ subscribers (+37%), expectations - 125.8 million. And these are the results in the operating segments of Disney. Media and Entertainment Revenue compared to last year: television - $7.7 billion (+0%); streaming - $4.7 billion (+34%); licenses — $2.4 billion (+43%). Here, television remains the only profitable direction., where operating profit was $1.5 billion. Operating loss from content licenses — $0.1 billion. But the operating loss from streaming amounted to almost 0.6 billion dollars. Disney+ still remains unprofitable, although the number of subscribers for the quarter increased by 12 million people. It's so much more, than Netflix, which for the same period added about 8 million users. In its recent report, Netflix noted a slowdown in the growth of paid subscribers. Disney has not changed its long-term goal: 230—260 million by 2024. The company reported, that content spending in the current quarter will increase five times, up to a billion dollars. And to offset the costs, Disney raises subscription prices. Over the past year, the average monthly revenue per Disney+ user in the US and Canada increased by 15%, in other countries - by 26%. Ранее цены на свои подписки подняли Netflix и Amazon. «Парки и сувениры» Выручка по сравнению с прошлым годом: парки …
Disney report: the number of subscribers approached 130 million, and park revenue tripled Read more
Companies in the Russian electricity market can be conditionally divided into three categories: generating, network and marketing. Generators produce electricity, network - deliver, and sales - are engaged in the sale to end consumers.
Today we have a moderately speculative idea.: take shares in the industrial business Advanced Energy Industries (NASDAQ: AEIS), in order to make money on his growth. Growth potential and validity: 14,5% behind 14 months excluding dividends; 39,5% behind 3 years excluding dividends; 10% per annum, taking into account dividends for 15 years.
"Reference" (MOEX: ETLN) — one of the largest corporations in the field of development and construction in Russia. During its work, the company commissioned 7.5 million square meters of real estate.