Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Contact: @invoyager

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โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#LUV #report
Southwest Airlines Q2 22 Earnings:
- Adj EPS: $1.30 (est $1.17)
- Revenue: $6.7B (est $6.66B)
- Adj Oper Income: $1.17B (est $994.9M)
- Ends Expiration Dates On Flight Credits
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#PFE #report
Pfizer Q2 22 Earnings:
- Adj EPS: $2.04 (est $1.81)
- Revenue: $27.7B (est $26.31B)
- Raises Year 2022 Financial Guidance For Rev & Adj EPS
- Doesnโ€™t Anticipate Additional Share Repurchases
- Still See FY Rev $98.0B to $102.0B (est $103.44B)
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โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#TLRY #report
Tilray
Q4 GAAP EPS of -$0.90 misses by $0.81.
Revenue of $153.3M (+7.8% Y/Y) beats by $1.77M.

Fourth Quarter International Cannabis Increased 205% from the Prior Year Q4
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#MO #report #smoke
Altria
Q2 Non-GAAP EPS of $1.26 beats by $0.01.
Revenue of $5.37B (-4.1% Y/Y) misses by $50M

reaffirm our guidance to deliver 2022 full-year adjusted diluted EPS in a range of $4.79 to $4.93. This range represents an adjusted diluted EPS growth rate of 4% to 7% from a $4.61 base in 2021.โ€
๐Ÿ‡บ๐Ÿ‡ธ#JUUL #insider #MO #smoke
Altria cut the value of its stake in Juul by about 72% - to $450M as the e-cigarette maker comes under intense regulatory scrutiny with the risk of a complete ban in the United States
โ€”โ€”โ€”โ€”โ€”โ€”
early: FDA to order Juul e-cigarettes off U.S. market
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#recession #us #economy

July, 25 Biden - U.S. economy will not dip into recession

July, 28 see the picture
โš ๏ธ๐Ÿ‡ช๐Ÿ‡บ#recession #europe #speakers
Visco (ECB): there is a risk of recession in Europe
โš ๏ธ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡น๐Ÿ‡ผ๐Ÿ‡บ๐Ÿ‡ธ#taiwan #china #us #geopolitics
Xi told Biden - on Taiwan issue: "those who play with fire in will get burned" - Global Times / Xinhua
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#realestate #us
Freddie Mac: we are seeing a period of deflated sales activity in US real estate

National Association of Realtors: sales of existing homes have fallen for five straight months

#TOL #watchlist
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#AMZN #report
Amazon
2Q NET SALES $121.2B, EST. $119.53B
2Q OPER INCOME $3.3B, EST. $1.57B
2Q OPER MARGIN 2.7%, EST. 1.65%
SEES 3Q NET SALES $125.0B TO $130
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#INTC #report
Intel
Q2 EPS $0.29 Adj. vs. $0.70 Est.;
Q2 Revs. $15.32B vs. $17.92B Est

SEES FY ADJ REV $65B TO $68B, SAW $76B, EST. $74.76B
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#FSLR #report
First Solar
Q2 GAAP EPS of $0.52 beats by $0.48.
Revenue of $620.96M (-1.3% Y/Y) beats by $14.51M.

FY2022 Outlook: Net Sales of $2.55 to $2.8B vs. prior view of $2.4B-$2.6B and $2.43B consensus. EPS of -0.25 to $0.25 va. prior view of $0.00 to $0.60 and -$1.17 consensus
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#ROKU #report
Roku
> Net revenue $764.4 million, +18% y/y, estimate $804.1 million
> Player revenue $91.2 million, -19% y/y, estimate $96.2 million
> Platform revenue $673.2 million, +26% y/y, estimate $707.3 million
> Active customer accounts 63.1
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#X #report
US Steel
Q2 Non-GAAP EPS of $3.86 in-line.
Revenue of $6.29B (+25.0% Y/Y) beats by $470M
โšก๏ธ๐Ÿ‡จ๐Ÿ‡ณ#YUMC #report
Yum China
Q2 Non-GAAP EPS of $0.20
Revenue of $2.13B (-13.1% Y/Y) misses by $30M.

Same-store sales decreased 16% year over year, with decreases of 16% at KFC and 15% at Pizza Hut, excluding F/X
โšก๏ธ๐Ÿ‡บ๐Ÿ‡ธ#AAPL #report
Apple Q3 22 Earnings
- EPS: $1.20 (exp $1.16)
- Revenue: $83.0B (exp $82.76B)
- Products Revenue: $63.36B (exp $62.44B)
- Declare Cash Dividend Of $0.23/Share
- Expects Revenue Growth In Q4
๐Ÿชจ๐Ÿ‡บ๐Ÿ‡ธ#mnm #report #coal #us
Major U.S. coal miners Peabody Energy and Arch Resources reported record revenue in the last few years

#ARCH #BTU
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#taxe #corp #us
Schumer: Senate will raise taxes on big corporations