Good morning tigers, here we go one of the heavy weight stock here. Financial Performance Overview: Exceeding Expectations in Q4 Goldman Sachs released its Q4 2023 earnings report, showcasing a quarterly revenue of $11.318 billion, marking a 6.8% year-over-year growth and surpassing the market's anticipated $10.96 billion. Analyzing the overall financials, Goldman Sachs exhibited remarkable figures, with revenue rebounding year-over-year and key financial metrics outperforming expectations. Specifically, the direct investment business played a significant role in driving growth, though it showed a subdued performance compared to the previous quarter. Despite the fluctuations, Goldman Sachs maintains a robust stock performance, suggesting a long-term holding strategy for investors. Financia

Happy Sunday 🐯  A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea

Good afternoon tiger community,  In my view, the analysis of HKEX's 3Q 2023 financial performance reveals a mix of challenges and opportunities in a subdued market environment. This report highlights key aspects of HKEX's performance and its implications. Introduction: Hong Kong Exchanges and Clearing Limited (HKEX) is primarily engaged in stock exchange operations through five business segments. These include the cash segment, equity and financial derivatives segment, commodities segment, clearing segment, and platform and infrastructure segment. Financial Analysis: Record-High Revenues and Strong Profitability In terms of revenue, HKEX reported a robust performance in the third quarter of 2023, with revenues reaching 50.84 billion HKD, representing an 18% year-on-year increase. The

Pharmaceutical giant Pfizer Inc. reported its first quarter 2023 results before the market on Tuesday, May 2, reporting revenue of $18.28 billion for the quarter, still beating previous estimates, despite a sharp decline in revenue related to new crowns. I. Company Profile Pfizer is an international pharmaceutical giant dedicated to the development of healthcare products, with specific businesses in pharmaceuticals, vaccines and consumer health. Second, financial analysis: the period of epidemic windfall passed, revenue and net profit dropped sharply, but better than expected On the revenue side, Pfizer's revenue for the first quarter was $18.28 billion, down 28.8% year-over-year, exceeding previous estimates of $16.6 billion. Pfizer's current revenue composition can be divided into three

Good morning 🐯  Introduction In the beginning of this year, there were claims from various institutions that the current interest rates in the United States had reached a relatively high level, signaling the end of the Federal Reserve's rate-hiking cycle. However, this assertion was soon contradicted. Even when some banks, including Silicon Valley ones, faced liquidity issues due to their asset structures in March and April, it didn't deter the Fed from pursuing its rate hikes.  Although, in its meeting on September 21st, the Federal Open Market Committee decided to maintain the benchmark interest rate within the range of 2.25% to 2.50%, temporarily pausing the rate hikes. Nevertheless, some institutions still anticipate another rate hike from the Fed within this year. The Fundam

Good morning 🐯 community Introduction: In this analysis, we delve into TSMC's (Taiwan Semiconductor Manufacturing Company) Q3 2023 performance report, which was released on October 19, just before the U.S. stock market opened. TSMC is the world's largest semiconductor foundry and a crucial player in the global tech industry. The report reveals some critical insights into TSMC's performance, industry trends, and potential challenges. I. Financial Analysis: Exceeding Expectations - TSMC reported Q3 2023 revenue of 546.73 billion New Taiwan Dollars, a 10.8% decrease year-over-year, but it exceeded expectations. Notably, the quarter saw a significant 13.7% increase in revenue compared to the previous quarter, breaking a trend of three consecutive quarters of revenue decline. - The breakdo

Journey Traveled As the final trading day before New Year's heralded the close of 2023, reflecting on the year's stock market journey, I maintained a relatively low trading frequency in both Hong Kong and U.S. markets. Despite the overall downturn in the Hong Kong stock market, my investments yielded some returns, particularly due to the strong performance of several core positions. Within the Hong Kong stock market, I actively engaged in trades involving stocks such as Xiaomi and NIO, both of which ranked among the top performers in the Chinese concept stocks for the year. Notably, Ideal Auto, a long-term focus, initiated a strong counteroffensive with its L series, achieving significant year-on-year and sequential growth in sales. It has outpaced many peers in gross profit and sales, lea

1. Nio Motors' first-quarter revenue fell short of expectations Nio Motors delivered 31,041 vehicles in the first quarter, including 10,430 premium smart electric SUVs and 20,611 premium smart electric sedans, up 20.5% year-over-year from the first quarter of 2022 and down 22.5% sequentially from the fourth quarter of 2022 (peak quarter). $NIO-SW(09866)$  Operating revenue for the first quarter of 2023 was 10.68 billion yuan, breaking 10 billion for the fourth consecutive quarter, but less than the market's expectation of 12.275 billion yuan and up 8% from 9.911 billion in the first quarter of last year, ranking second among the new car makers "Azure Xiaoli" and lagging behind Ideal Auto's 18.79 billion, starting to fall behind. In term

Good morning 🐯. I. Introduction: Impact of Lithium Carbonate Price Drop The drastic fall in lithium carbonate prices this year has sent shockwaves through the entire upstream sector, reflecting the inevitable repercussions of capacity expansion. While the decline in lithium carbonate prices, a significant cost component in new energy vehicles (NEVs), is expected to lead to lower lithium battery prices and, consequently, affect the entire NEV market, major NEV manufacturers have yet to show substantial price reductions. II. Current Scenario and Market Saturation: The Challenge of Penetration Rates 1. Pricing Trends and Market Saturation: Despite the decline in lithium carbonate prices, most NEV manufacturers have not significantly reduced their vehicle prices. With NEVs often priced in the