Companies

Overview of companies on the stock market

Investidea: Applied Materials, because there is still a fuse

Today we have a speculative idea: take stock of Applied Materials semiconductor business (NASDAQ: AMAT), in order to earn on the growth of orders from this company. Growth potential and validity: 18,5% behind 17 months excluding dividends; 10% per annum during 15 years including dividends.

Обзор Freedom Holding: freedom of finance

Freedom Holding (NASDAQ: FRHC) is an American brokerage company originally from Kazakhstan. Her business is strong and marginal. But there are political risks. What do they earn in general, this is the same "Freedom Finance", which you all heard about: company from Kazakhstan, registered in the USA.

Investidea: Lam Research, because you need plates

Today we have a speculative idea: take stock of the manufacturer of equipment for the production of silicon wafers Lam Research (NASDAQ: LRCX), in order to capitalize on the growth in demand for their products. Growth potential and validity: 14% behind 14 months excluding dividends; 10% per annum during 15 years including dividends.

Take-Two shares fell by 13% on the news of the purchase of game developer Zynga for 12,7 billion dollars

10 January Take-Two is the publisher of series of games like GTA, Red Dead Redemption and Mafia - announced the purchase of mobile game developer Zynga for $12.7 billion. Publisher could overpay for unprofitable Zynga, which upset investors. Details of the deal 7 January, Zynga shares were worth 6 $. Take-Two offered to shareholders on 64% more - 9,9 $. Given Zynga's debt, Acquisition cost Take-Two $12.7 billion. The publisher will pay the owners of Zynga with its own shares and money. If companies get regulatory approval, the deal will be closed in April-June 2022. Zynga financial results Zynga is a developer of mobile games like FarmVille, CSR Racing и Empires & Puzzles. The main income of the company is the sale of in-game items and advertising.. In recent 10 quarters, starting from 2019, Zynga's quarterly revenue increases by at least 40%. Despite this growth, the company is still unprofitable. Even a pandemic, when people started playing more, did not help the developer reach a stable profit. The problem is high development and advertising costs.. So, in recent 12 months, these costs amounted to approximately 60% from proceeds, or nearly all gross profit. As a result, operating profit of Zynga was a little more than zero — 29 million. Net loss for the last 12 months - 90 million dollars. According to Zynga, in 2022, its revenue will grow double-digit, but due to marketing costs, the developer plans to increase operating margins only in the next few years. Планы Take-Two По словам Take-Two, Mobile games are the fastest growing segment in the industry, which in the next three years will grow by an average of 8%. The publisher expects, that after the takeover, its share of mobile gaming revenues will increase from 12% в 2022 финансовом году

Take-Two shares fell by 13% on the news of the purchase of game developer Zynga for 12,7 billion dollars Read more

Bundle of investment news: pizza for IT, Flash and Xinjiang Electric Cars

DoorDash engineers work on courier subbotniks. Flash runs from Viacom and AT&T in the arms of Nexstar. Elon Musk drives through the meeting directly to Xinjiang. 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.

New securities on the Moscow Exchange for December 2021

In December, new bonds of Russian regions and companies began to be traded on the Moscow Exchange, shares of "Positive Group" and many foreign companies. There are also new exchange mutual funds and ETFs.. Part of the new bonds we do not mention.

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