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Hidden Value Gems
Some further good news on $BABA
The 3-year regulatory “rectification” process is complete (following an antitrust fine it received on charges of monopolistic practices in 2021).
I really try not to look at “technical” factors, but the share price chart looks like a major base has been built and the stock is ready to climb higher …
One thing for sure - it is super cheap with a net cash of $85B / 50% of the mkt cap.
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Some further good news on $BABA
The 3-year regulatory “rectification” process is complete (following an antitrust fine it received on charges of monopolistic practices in 2021).
I really try not to look at “technical” factors, but the share price chart looks like a major base has been built and the stock is ready to climb higher …
One thing for sure - it is super cheap with a net cash of $85B / 50% of the mkt cap.
$BABA
"Alibaba will have a primary listing in Hong Kong from August 28, making it dual primary listed in the Chinese territory and on the New York Stock Exchange."
"The move will allow mainland Chinese investors to pour money into the ecommerce group via the southbound stock connect with Hong Kong. A primary listing is also a safety valve for the Alipay and Tmall-owner in case future tensions with the US force it to delist from New York."
via @FT tweet
Lumida Wealth Management
1/ Daily News Round-Up:
- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.
#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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1/ Daily News Round-Up:
- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.
#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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Dimitry Nakhla | Babylon Capital®
$PYPL is +24% in the past month — is it still attractive? Let’s have a look at some earnings estimates & multiple assumptions:
2024E: $4.40 (-13.7% YoY) *FY Dec
2025E: $4.83 (9.7% YoY)
2026E: $5.41 (12.0% YoY)
$PYPL has an ok track record of meeting analyst estimates ~2 years out, but let’s assume $PYPL ends 2026 with $5.41 in EPS & see its CAGR potential
21x P/E: $113.61💵 … ~20.8% CAGR
20x P/E: $108.20💵 … ~18.3% CAGR
19x P/E: $102.71💵 … ~15.7% CAGR
18x P/E: $97.38💵 … ~13.1% CAGR
17x P/E: $91.97💵 … ~10.4% CAGR
As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings (a multiple justified by its growth rate & balance sheet $13.61B in Cash & $9.72B allowing for aggressive share repurchases)
So although $PYPL is +24% in the past month, today at $73.00💵 $PYPL still appears to be an attractive consideration for investment
#stocks #investing
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$PYPL is +24% in the past month — is it still attractive? Let’s have a look at some earnings estimates & multiple assumptions:
2024E: $4.40 (-13.7% YoY) *FY Dec
2025E: $4.83 (9.7% YoY)
2026E: $5.41 (12.0% YoY)
$PYPL has an ok track record of meeting analyst estimates ~2 years out, but let’s assume $PYPL ends 2026 with $5.41 in EPS & see its CAGR potential
21x P/E: $113.61💵 … ~20.8% CAGR
20x P/E: $108.20💵 … ~18.3% CAGR
19x P/E: $102.71💵 … ~15.7% CAGR
18x P/E: $97.38💵 … ~13.1% CAGR
17x P/E: $91.97💵 … ~10.4% CAGR
As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings (a multiple justified by its growth rate & balance sheet $13.61B in Cash & $9.72B allowing for aggressive share repurchases)
So although $PYPL is +24% in the past month, today at $73.00💵 $PYPL still appears to be an attractive consideration for investment
#stocks #investing
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Bourbon Capital
$BABA is up 4.79%🟢 pre-market
Alibaba has completed a three-year regulatory “rectification” process following an antitrust fine it received for monopolistic practices in 2021, China’s market regulator said on Friday.
Source: https://t.co/h6ZaRMFcY6 https://t.co/dZaTnIWN67
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$BABA is up 4.79%🟢 pre-market
Alibaba has completed a three-year regulatory “rectification” process following an antitrust fine it received for monopolistic practices in 2021, China’s market regulator said on Friday.
Source: https://t.co/h6ZaRMFcY6 https://t.co/dZaTnIWN67
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Bourbon Capital
Today's Premarket Stock
$BABA Alibaba +4.91%🟢
$DELL Dell +5.10%🟢
$JD JD +3.98%🟢
$INTC Intel +4.92%🟢
$MRVL Marvell Technology +10.97%🟢
$ADSK Autodesk 4.95%🟢
$MDB MongoDb +16.80%🟢
$NIO NIO +6.09%🟢
$VRNS Varonis Systems +4.99%🟢
$BBIO BridgeBio Pharma +10.85%🟢
$MHO M/I Homes +5%🟢
$UP Wheels Up Experience +4.40%🟢
$LULU Lululemon +3.74%🟢
$SMCI Super Micro +1.95%🟢
$GME Gamestop +1.67%🟢
$AVGO Broadcom +2.80%🟢
$HIMS Hims +0.68%🟢
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Today's Premarket Stock
$BABA Alibaba +4.91%🟢
$DELL Dell +5.10%🟢
$JD JD +3.98%🟢
$INTC Intel +4.92%🟢
$MRVL Marvell Technology +10.97%🟢
$ADSK Autodesk 4.95%🟢
$MDB MongoDb +16.80%🟢
$NIO NIO +6.09%🟢
$VRNS Varonis Systems +4.99%🟢
$BBIO BridgeBio Pharma +10.85%🟢
$MHO M/I Homes +5%🟢
$UP Wheels Up Experience +4.40%🟢
$LULU Lululemon +3.74%🟢
$SMCI Super Micro +1.95%🟢
$GME Gamestop +1.67%🟢
$AVGO Broadcom +2.80%🟢
$HIMS Hims +0.68%🟢
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Bourbon Capital
Most Recent IPO's
I don't buy IPOs but some people buy it
$GIG GigCapital7 Corp.
$AZI Autozi Internet Technology
$BSII Black Spade Acquisition II Co
$SPA ISafe Pro Group Inc.
$JBDI JBDI Holdings Limited https://t.co/cTlOdMDIM7
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Most Recent IPO's
I don't buy IPOs but some people buy it
$GIG GigCapital7 Corp.
$AZI Autozi Internet Technology
$BSII Black Spade Acquisition II Co
$SPA ISafe Pro Group Inc.
$JBDI JBDI Holdings Limited https://t.co/cTlOdMDIM7
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Stock Analysis Compilation
Bell AM on Qualcomm $QCOM US
Thesis: Qualcomm’s expansion into high-margin personal computing, coupled with its SoC dominance, is set to drive double-digit growth and potential valuation expansion
(Extract from their Q2 letter) https://t.co/M9e3ryD8J2
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Bell AM on Qualcomm $QCOM US
Thesis: Qualcomm’s expansion into high-margin personal computing, coupled with its SoC dominance, is set to drive double-digit growth and potential valuation expansion
(Extract from their Q2 letter) https://t.co/M9e3ryD8J2
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Bourbon Capital
Ulta Beauty, Inc. $ULTA Analyst Ratings:
Oppenheimer maintains its $435 price target, Aug 30 2024
Evercore ISI Group maintains its $420 price target, Aug 30 2024
Raymond James lowered its price target from $500 to $450, Aug 30, 2024
B of A Securities lowered its price target from $425 to $380, Aug 30, 2024
Deutsche Bank maintains its $450 price target, Aug 30 2024
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Ulta Beauty, Inc. $ULTA Analyst Ratings:
Oppenheimer maintains its $435 price target, Aug 30 2024
Evercore ISI Group maintains its $420 price target, Aug 30 2024
Raymond James lowered its price target from $500 to $450, Aug 30, 2024
B of A Securities lowered its price target from $425 to $380, Aug 30, 2024
Deutsche Bank maintains its $450 price target, Aug 30 2024
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App Economy Insights
$NVDA NVIDIA's Q2 visualized.
Demand is "incredible," but for how long?
📊 Revenue trends.
⚙️ Data centers in full throttle.
🎙️ 5 top points from Jensen Huang.
https://t.co/IZHYKjJBuC
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$NVDA NVIDIA's Q2 visualized.
Demand is "incredible," but for how long?
📊 Revenue trends.
⚙️ Data centers in full throttle.
🎙️ 5 top points from Jensen Huang.
https://t.co/IZHYKjJBuC
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