Investidea: Virtu Financial, because the markets are storming
Today we have a very speculative idea: take shares of high-frequency trading platform Virtu Financial (NASDAQ: VIRT), in order to earn with it on the growth of volatility.
Companies
Overview of companies on the stock market
Investidea: TD SYNNEX, because now more
Today we have a moderately speculative idea.: take shares in IT company TD SYNNEX (NYSE: SNX), to make money on expensive gadgets. Growth potential and validity: 12% behind 12 months excluding dividends; 23,5% behind 2 years excluding dividends; 7,5% per annum during 10 years including dividends.
New securities on the Moscow Exchange for January 2022
In January, new bonds of Russian companies and shares began to be traded on the Moscow Exchange 80 foreign companies. There are also new exchange-traded mutual funds. Part of the new bonds we do not mention.
PayPal shares plunged 18% after a weak report and forecast for 2022 year
1 February PayPal released its fourth quarter financial report 2021 of the year. The company reported in line with expectations, but made a weak forecast for the current quarter and 2022 year. In the post-market, shares fell by 18%, to 145 $. Results Performance compared to the fourth quarter 2020 years and analyst forecasts: revenue - 6,92 billion dollars (+13%), forecast - 6,87 billion dollars; adjusted earnings per share — 1,11 $ (+4%), forecast - 1,12 $. PayPal's revenue growth has been slowing for several quarters. One of the reasons is the transition of Ebay to its own payment system.. Marketplace bought by PayPal in 2002 year for making payments on the site. IN 2015 the companies split, and now they are gradually ending their cooperation. According to PayPal, inflation, that keeps consumer spending down, and problems with the supply chain also negatively affected revenue. The growth of the user base has also slowed down.. IN 2020 year the company added 72,7 million active users, in 2021 — 48,9 million. According to PayPal, in 2022 year the number of active users will increase by 15-20 million. Number of active users and year-on-year dynamics, million people 4Q2019 305 (+14%) 1к2020 325 (+17%) 2к2020 346 (+21%) 3к2020 361 (+22%) 4к2020 377 (+24%) 1к2021 392 (+21%) 2к2021 403 (+16%) 3к2021 416 (+15%) 4к2021 426 (+13%) 305 (+14%) Transaction volume and year-on-year dynamics, млрд долларов 4к2019 199 (+22%) 1к2020 191 (+18%) 2к2020 222 (+29%) 3к2020 247 (+38%) 4к2020 277 (+39%) 1к2021 285 (+50%) 2к2021 311 (+40%) 3к2021 310 (+26%) 4к2021 340 (+23%) 199 (+22%) Прогноз По данным PayPal, in the first quarter 2022 year, adjusted earnings per share will fall by 29%, to 0,87 $. This is less than analysts' expectations in 1,16 $. IN 2020 And 2021 годах общая выручка компании …
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Google's parent company will conduct a stock split: investors will receive 20 papers for one
1 February Alphabet reported for the fourth quarter of 2021, also announced a stock split. In the postmarket, the paper grew by 9%. Results Compared to Q4 2020: total revenue — 75.3 billion dollars (+32%); operating profit — $21.9 billion (+40%); net profit - $ 20.6 billion (+36%).
Обзор Carnival: major cruise travel operator
Carnival Corporation (NYSE: CCL) - transnational cruise company, one of the largest in the world. Founded in 1972 and started out traveling from Miami to San Juan. The company has 58 thousand employees and 20 affiliated cruise brands, whose total fleet consists of 91 courts.
Investidea: Kulicke and Soffa, because chips need to be tested
Today we have a moderately speculative idea: take shares in the semiconductor business of Kulicke and Soffa Industries (NASDAQ: CALL), to capitalize on their rebound after a recent drop.
Overview of "M.Video - Eldorado": large retailer of home appliances and electronics
With this article, we begin a series of materials about public companies, controlled by the Gutseriev family. In it, we will consider "M.Video - Eldorado" (MCX: MVID). About the company M.Video – Eldorado is one of the leaders in the Russian retail market in the field of household appliances, electronics and related services.
Investidea: Robinhood, because now you can
Today we have a very volatile idea: take shares of the online broker Robinhood (NASDAQ: HOOD) based on their rebound after a strong fall. Growth potential and validity: 27% behind 14 Months; 69,5% behind 4 of the year; 168,5% behind 10 years. Why stocks can go up: stocks are down hard - we can pick them up before the bounce.
Analysts upgraded Tesla's ratings, Netflix и Beyond Meat. Shares rose by 10-15%
31 January, several securities that have sagged since the beginning of the year rose by more than 10% after the revision of investment banks' estimates. Here are the experts' arguments. Tesla (TSLA) — 936,7 $ per share (+10,7%) Credit Suisse upgrades Tesla stock to outperform from neutral.