Earnings Window PLTR Spread: Low Risk Bet on Rebound
On February 2, US time, the data analysis giant$Palantir Technologies Inc. (PLTR) $Will announce the fourth quarter and full-year financial results of fiscal year 2025. The market consensus expects the company's Q4 revenue to be approximately US $1.34 billion, a year-on-year increase of more than 60%, and non-GAAP earnings per share (EPS) to be approximately US $0.23, up from US $0.14 in the same period last year. Analysts pointed out that if the performance meets expectations, Palantir will continue its rapid growth trend. Palantir's core business includes the Gotham platform for government and the Foundry platform for enterprises. AI-driven data analysis needs are an important driving force for performance growth. Furthermore, the company's two-whe
$Taiwan Semiconductor Manufacturing(TSM)$ semiconductor wave is still on trend Although there has been much market volatility recently, it does not af FCR the business fundamental. It's purely market driven as investors are reacting to the potential moves from FED. These would affect interest rates and lending which may have impact to business to certain extent. Overall after the market is able to digest the news, it would be back to business again.
$Haw Par(H02.SI)$ i believe this is still an undervalued based on P/B value. The dividends dervied from their investments in UOB and UOL is almost the same as their revenue from their tiger balm business.