Today we have a speculative idea: take shares of the high-tech manufacturing enterprise Lumentum Holdings (NASDAQ: LITE), in order to capitalize on the growth of orders. Growth potential and validity: 12% behind 14 Months; 10% per year for 10 years. Why stocks can go up: there is a demand for the company's products.
Cherkizovo Company (MCX: GCHE) — the leader in the Russian market of meat products in terms of production and sale of chicken meat, Turkey, pork and sausages.
Today we have a moderately speculative idea.: take shares of the supplier of equipment for the production of semiconductors KLA (NASDAQ: KLAC), to make money on the hype in this area. Growth potential and validity: 13% behind 12 Months; 25% behind 1,5 of the year. All excluding dividends.
How is this possible and what will happen to the dividends of OGK-2 (MCX: OGKB) - large energy holding, which operates thermal power plants throughout Russia. Leader in the field of thermal generation in Russia in terms of installed capacity.
27 May American chipmaker Nvidia (NASDAQ: NVDA) published financial results for the first quarter 2022 fiscal year. The company reported record revenue in 5,66 billion dollars - by 84% more, than a year earlier. Net profit increased by 109% and made 1,91 billion.
Deutsche Börse (ETR: DB1) - German exchange. Expectations, that the company will be able to skim the cream of the capital outflow from the UK, did not justify themselves: the main money went to the stock exchanges of other countries.
26 May Amazon (NASDAQ: AMZN) announced the purchase of the MGM film studio for $ 8.45 billion. The MGM library has more than 4 thousand films and 17 thousand TV shows. Film studios own such franchises, how "james bond", "Rocky", RoboCop, Pink Panther, Vikings, «Fargo».
Novatek (MCX: NVTK) - the second company in Russia in terms of production and sales of natural gas and one of the world leaders in terms of proven reserves.
Online job search and recruitment platform HeadHunter (NASDAQ: HHR) published financial statements for the first quarter of 2021. The company's revenue increased by 42,7%, up to 2.84 billion rubles, by restoring client activity and consolidating financial results with the Zarplata.ru service, who bought in December 2020.
Reports, reports, reports Accounting software maker Intuit (NASDAQ: INTU) increased revenue from 3 up to 4.2 billion. Moreover, the growth was in both segments of the company: the consumer sector showed growth by 34%, and the small and medium-sized business division increased its revenue by 20%. Profit increased from 1.084 to 1.464 billion. Octa (NASDAQ: OKTA) pleased investors with the growth of revenue by 37% - mainly due to an increase in subscription sales. But with a profit, it is quite a disaster: losses increased by almost 2 times - up to 109.232 million. Although, you have to say, this result was better than market expectations. AutoZone (NYSE: AZO) reported revenue growth on 31,4%. Profit increased by 73,9% mainly due to operational performance. Considering, that in the USA there is a crazy demand for cars, nothing surprising. Furthermore, I would expect "the continuation of the banquet" in the next few quarters. Another "car dealer" issuer, America’s Car-Mart (NASDAQ: CRMT), increased revenue by 44,6%, and profit grew more than four times - up to 43.497 million. У Zscaler (NASDAQ: ZS) revenue increased by 60%. But the losses also increased.: from 19.337 to 58.459 million. However, scolding an IT startup for losses is all the same, what to scold the dog for, that she is a dog. Zuora (NYSE: ZUO) showed revenue growth by 9%, losses increased only slightly: from 17.488 to 17.661 million. Greens start and win The ESG investing world has seen major changes this week. Brazen hedge fund Engine No. 1 acquired the right to appoint several of its candidates to the Exxon Board of Directors as part of a shareholder vote, although the fund owns only 0,02% companies. The fight between Exxon and Engine management wasn't just long, it was very costly.. Exxon spent $35 million on this lawsuit., and Engine - 30 million. Engine stands for something, чтобы превратить Exxon из гиганта нефтегазовой энергетики в гиганта …
Bundle of investment news: Ford, oil, ESG and Google Read more