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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⚡️🇺🇸#JBLU #report
JetBlue
Q2 Non-GAAP EPS of -$0.47 misses by $0.36.
Revenue of $2.45B (+63.3% Y/Y) misses by $10M

Capacity increased by 2.3% year over three, compared to our guidance for capacity to increase 2% to 3% year over three
⚡️🇺🇸#MAR #report
Marriott
Q2 Non-GAAP EPS of $1.80 beats by $0.23.
Revenue of $5.34B (+69.5% Y/Y) beats by $380M
🌎#monetarypolicy #world #macro #rates
Compound: global monetary policy - what are central banks doing with rates at the moment

Australia and Colombia have raised interest rates
🇹🇼🇨🇳🇺🇸#taiwan #china #us #geopolitics
Chinese response on Polosi' trip will likely be “unprecedented but not unhinged" - Eurasia Group
🌎#markets #geopolitics #opinion
JPMorgan: markets will rise if China have no instant reaction to Pelosi's trip
❗️🇹🇼#taiwan
Pelosi's flight began its descent.

Chinese Su-35 fighters cross Taiwan Strait, flying toward Taiwan - CGTN
⚠️🇹🇼#taiwan
Pelosi's plane is expected to land at 3:43 p.m. GMT
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❗️⚠️🇹🇼#taiwan
Pelosi has arrived in Taiwan. The plane has landed at Taipei airport
🇺🇸#economy #us #recession
U.S. job openings = Min over 9 months
⚠️🇨🇳🇹🇼🇺🇸#taiwan #china #us #geopolitics
Chinese Foreign Ministry : Pelosi's visit to Taiwan violates the one-China principle
🇧🇷#monetarypolicy #brazil #rates
WSJ: Brazil’s economy and continuing concern about inflation next year are likely to push the country’s central bank to continue raising interest rates after Wednesday’s policy meeting
🌏#markets are calm - evaluate the visit
⚠️🇺🇸#monetarypolicy #us #tightening #speakers
Evans (Fed):

- Fed rate range 3.75 -4% could be appropriate early next year

- Rate hike of 0.5% in September, possible 0.75%

- Sees rate hike of 0.25% beyond September
🇺🇸#COWN on deal
⚡️🇺🇸#MSTR #report
Microstrategy
Q2 GAAP EPS of -$94.01.
Revenue of $122.1M (-2.6% Y/Y)

#BTC As of June 30, 2022, the carrying value of MicroStrategy's digital assets (comprised of approximately 129,699 bitcoins) was $1.988 billion, which reflects cumulative impairment losses of $1.989 billion since acquisition and an average carrying amount per bitcoin of approximately $15,326. As of June 30, 2022, the original cost basis and market value of MicroStrategy's bitcoin were $3.977 billion and $2.451 billion, respectively, which reflects an average cost per bitcoin of approximately $30,664 and a market price per bitcoin of $18,895.02, respectively.
⚡️🇺🇸#EA #report
Electronic Arts
FQ1 GAAP EPS of $1.11 beats by $0.16.
Net bookings of $1.3B (-3.0% Y/Y) beats by $50M.

The EA player network grew to nearly 600M active accounts at quarter end.
⚡️🇺🇸#GILD #report
Gilead Q2 22 Earnings:
- Revenue: $6.26B (exp $5.84B)
- Adj EPS: $1.58 (exp $1.51)
- Boosts FY Product Sales Forecast, Beats Estimates
⚡️🇺🇸#ABNB #report
Airbnb
- Q2 EPS $0.56 BEATS $0.44 ESTIMATE,
- SALES $2.10B MISS $2.11B ESTIMATE

-SEES 3Q REV. $2.78B TO $2.88B, EST. $2.78B

#buyback $2 billion buyback
⚡️🇺🇸#SBUX #report
Starbucks Q3 22 Earnings:
- Revenue: $8.15B (exp $8.14B)
- Adj EPS: $0.84 (exp $0.76)
- Comparable Sales: +3% (exp +4.26%)
⚡️🇺🇸#AMD #report
AMD
- 2Q ADJ. OPER MARGIN 30%, EST. 29.8%
- 2Q REV. $6.55B, EST. $6.53B
-2Q ADJ EPS $1.05, EST. $1.05
⚡️🇺🇸#PYPL #report
PayPal Q2 22 Earnings:
- Revenue: $6.81B (exp $6.78B)
- Adj EPS: $0.93 (exp $0.86)
- Total Payment Volume: $339.79B (exp $344.4B)

#buyback Authorises New $15B Share Buyback Plan