#analytics #investmentidea
💡Raymond James takes an in-depth look at the auto parts retail sector, looking at trends and estimates for the second half of the year. Advance Auto Parts stands out in Raymond James' rankings.
👉🏼 Company - Advance Auto Parts (#AAP)
🎯 Target price from Raymond James - $250 (+18%)
AAP is an American supplier of automotive parts.
Why is it worth buying?
▫️The rating of Advance Auto Parts has been upgraded from "better than market" to "actively buy" as the stock has upside prospects after the company reported fairly strong quarterly results. Analysts call the company a top pick in the segment.
▫️Advance has the highest growth potential among auto parts retailers next year. The company has a favorable risk/return ratio with a fragmented industry (no clear leaders in market share) that could show very strong growth rates through the end of 2022.
💡Raymond James takes an in-depth look at the auto parts retail sector, looking at trends and estimates for the second half of the year. Advance Auto Parts stands out in Raymond James' rankings.
👉🏼 Company - Advance Auto Parts (#AAP)
🎯 Target price from Raymond James - $250 (+18%)
AAP is an American supplier of automotive parts.
Why is it worth buying?
▫️The rating of Advance Auto Parts has been upgraded from "better than market" to "actively buy" as the stock has upside prospects after the company reported fairly strong quarterly results. Analysts call the company a top pick in the segment.
▫️Advance has the highest growth potential among auto parts retailers next year. The company has a favorable risk/return ratio with a fragmented industry (no clear leaders in market share) that could show very strong growth rates through the end of 2022.
#interesting
📊 What is the cheapest country to start a business?
In some countries, the cost of doing business is extremely low in order to stimulate economic activity. Others impose high or nearly unaffordable duties to protect existing businesses or simply to profit from entrepreneurial spirit.
At first glance, the cheapest regions for starting a business are Central Asia and Africa. But this is not the case!
⚡️The cheapest countries in terms of dollars for a new startup are Venezuela, Rwanda and Slovenia. While the former has only $0.21 in fees, Rwanda and Slovenia have no fees for new ventures, although Slovenia requires capital of 7,500 euros.
Expensive countries are in Europe, including Italy at $4,876 and Austria at $2,475, and in North and South America, including Suriname at $3,030 and Ecuador at $1,630.
The most expensive countries, however, are mostly in the Middle East. These include UAE #1 at $7,444, Qatar #4 at $3,952 and Lebanon #6 at $2,855.
🏆The most affordable countries for starting a business include the United Kingdom, Denmark and Ireland in Europe, South Korea in East Asia, and New Zealand in Oceania. In each of them, the cost of starting a business is only 1-2% of monthly income.
A similar pattern is seen in North and South America, where Chile and Canada have the lowest relative costs - 2% and 5% of monthly income, respectively. Even in the United States, where the cost of starting a business is quite high at $725, the cost of starting a business is relatively affordable at 16% of monthly income.
😱The least affordable countries are in Africa. In many countries on the continent, start-up costs exceed 100% of monthly income.
And here's all the styling on one chart👇
📊 What is the cheapest country to start a business?
In some countries, the cost of doing business is extremely low in order to stimulate economic activity. Others impose high or nearly unaffordable duties to protect existing businesses or simply to profit from entrepreneurial spirit.
At first glance, the cheapest regions for starting a business are Central Asia and Africa. But this is not the case!
⚡️The cheapest countries in terms of dollars for a new startup are Venezuela, Rwanda and Slovenia. While the former has only $0.21 in fees, Rwanda and Slovenia have no fees for new ventures, although Slovenia requires capital of 7,500 euros.
Expensive countries are in Europe, including Italy at $4,876 and Austria at $2,475, and in North and South America, including Suriname at $3,030 and Ecuador at $1,630.
The most expensive countries, however, are mostly in the Middle East. These include UAE #1 at $7,444, Qatar #4 at $3,952 and Lebanon #6 at $2,855.
🏆The most affordable countries for starting a business include the United Kingdom, Denmark and Ireland in Europe, South Korea in East Asia, and New Zealand in Oceania. In each of them, the cost of starting a business is only 1-2% of monthly income.
A similar pattern is seen in North and South America, where Chile and Canada have the lowest relative costs - 2% and 5% of monthly income, respectively. Even in the United States, where the cost of starting a business is quite high at $725, the cost of starting a business is relatively affordable at 16% of monthly income.
😱The least affordable countries are in Africa. In many countries on the continent, start-up costs exceed 100% of monthly income.
And here's all the styling on one chart👇
#news
📈 The chip market is expected to grow by 24% this year
📄 Analytical company IC Insights has updated its chip market forecast for the current year. The analysts note that all 33 categories of these products, as defined by World Semiconductor Trade Statistics, are in high demand from end users. Growth is expected in 32 categories, and in 29 of them by 10% or more. This is a fundamental difference between the current situation and market growth in past years, which was usually driven by success in only a few major categories.
📊 However, these categories, as before, act as engines of growth. These include specialized logic chips for industrial electronics (this category is forecast to grow 47%), DRAM memory chips (41%), specialized logic chips for automotive electronics (39%), specialized logic chips for consumer electronics (38%), smartphone processors (34%), analog chips for automotive electronics (31%) and display drivers (also 31%).
📈 The chip market is expected to grow by 24% this year
📄 Analytical company IC Insights has updated its chip market forecast for the current year. The analysts note that all 33 categories of these products, as defined by World Semiconductor Trade Statistics, are in high demand from end users. Growth is expected in 32 categories, and in 29 of them by 10% or more. This is a fundamental difference between the current situation and market growth in past years, which was usually driven by success in only a few major categories.
📊 However, these categories, as before, act as engines of growth. These include specialized logic chips for industrial electronics (this category is forecast to grow 47%), DRAM memory chips (41%), specialized logic chips for automotive electronics (39%), specialized logic chips for consumer electronics (38%), smartphone processors (34%), analog chips for automotive electronics (31%) and display drivers (also 31%).
#PriceTarget #stock
⬆️ AMD $AMD rating upgraded to "under market" from "worse than market"; target price raised to $110 from $80 - BMO Capital analyst Ambrish Srivastava
👉 The analyst calls the current revision a time to admit one's mistakes. Given the company's ongoing activity and valuation expansion, the stock looks relatively more reasonably valued than it did at the beginning of the year, according to Srivastava, who also believes that valuations are trending upward during the year as AMD begins to ramp up projects it has already won in the data center sector.
⬆️ AMD $AMD rating upgraded to "under market" from "worse than market"; target price raised to $110 from $80 - BMO Capital analyst Ambrish Srivastava
👉 The analyst calls the current revision a time to admit one's mistakes. Given the company's ongoing activity and valuation expansion, the stock looks relatively more reasonably valued than it did at the beginning of the year, according to Srivastava, who also believes that valuations are trending upward during the year as AMD begins to ramp up projects it has already won in the data center sector.
🖨 #Reports
🟢 ⇗ - Good expectations of the report
🟡 ⇒ - Mixed expectations
🔴 ⇘ - Bad expectations
🟢 ⇗ $SYY SYSCO Corp.
🟢 ⇗ $ARMK CAramark Holdings Corp.
🟢 ⇗ $VPG Vishay Precision Group.
🟡 ⇒ $IIVI II-VI Incorporated
🟢 ⇗ $TDG TransDigm Group Inc.
🟡 ⇒ $COIN Coinbase Global, Inc.
🟢 ⇗ $NARI Inari Medical, Inc.
🟡 ⇒ $U Unity
🟢 ⇗ $VEC Vectrus, Inc.
🟢 ⇗ $DAR Darling International Inc
🟢 ⇗ $LRN - Stride, Inc.
🟡 ⇒ $COKE - Coca-Cola Consolidat
🟢 ⇗ - Good expectations of the report
🟡 ⇒ - Mixed expectations
🔴 ⇘ - Bad expectations
🟢 ⇗ $SYY SYSCO Corp.
🟢 ⇗ $ARMK CAramark Holdings Corp.
🟢 ⇗ $VPG Vishay Precision Group.
🟡 ⇒ $IIVI II-VI Incorporated
🟢 ⇗ $TDG TransDigm Group Inc.
🟡 ⇒ $COIN Coinbase Global, Inc.
🟢 ⇗ $NARI Inari Medical, Inc.
🟡 ⇒ $U Unity
🟢 ⇗ $VEC Vectrus, Inc.
🟢 ⇗ $DAR Darling International Inc
🟢 ⇗ $LRN - Stride, Inc.
🟡 ⇒ $COKE - Coca-Cola Consolidat
#stock #analytics #investmentidea
Shares of Chinese companies last month showed a significant drop due to a panic sell-off amid tightening requirements for Chinese companies by the regulator.
👉🏼 Company - Baidu, Inc. (#BIDU).
🎯 Target price from UBS - $340 (+105%)
BIDU is a Chinese company that provides web services, the main one being a search engine.
Why buy?
▫️The most popular search service in China. The main focus of the company is a search service, which is an analogue of Google. In China, Baidu is the most common search site. Baidu Encyclopedia surpassed the Chinese wikipedia by the number of users, and the company's music service is used by more than 150 million people.
▫️The company is actively engaged in developments in the field of artificial intelligence, including in the automotive industry.
▫️Baidu has steadily demonstrated growth in key financial indicators. From 2017 to 2020, the average annual growth rate of revenue was about 9% and profit about 7%.
Shares of Chinese companies last month showed a significant drop due to a panic sell-off amid tightening requirements for Chinese companies by the regulator.
👉🏼 Company - Baidu, Inc. (#BIDU).
🎯 Target price from UBS - $340 (+105%)
BIDU is a Chinese company that provides web services, the main one being a search engine.
Why buy?
▫️The most popular search service in China. The main focus of the company is a search service, which is an analogue of Google. In China, Baidu is the most common search site. Baidu Encyclopedia surpassed the Chinese wikipedia by the number of users, and the company's music service is used by more than 150 million people.
▫️The company is actively engaged in developments in the field of artificial intelligence, including in the automotive industry.
▫️Baidu has steadily demonstrated growth in key financial indicators. From 2017 to 2020, the average annual growth rate of revenue was about 9% and profit about 7%.
#news
$AAPL 🚘 Apple has reportedly met with Korean electric car makers SK Innovation, LG Electronics and Magna International (NYSE: $MGA), to engage them as suppliers for the future Apple Car.
🗣 "Without partnerships with Korean suppliers, Apple will not be able to complete its electric car business plan. As far as we know, Apple has been communicating with LG, SK and Hanwha, but negotiations are still in the early stages," The Korea Times reported.
👉Source reports that Apple held "extended meetings with electric car battery manufacturer SK Innovation. The company also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain, which makes electric motors, inverters and on-board chargers and electronic drive systems.
📍Rumors of Apple teaming up with LG Magna e-Powertrain first surfaced earlier this year.
👉 It was previously reported that the company preferred Hyundai-Kia as a production partner, but the company later denied those reports.
#AAPL
$AAPL 🚘 Apple has reportedly met with Korean electric car makers SK Innovation, LG Electronics and Magna International (NYSE: $MGA), to engage them as suppliers for the future Apple Car.
🗣 "Without partnerships with Korean suppliers, Apple will not be able to complete its electric car business plan. As far as we know, Apple has been communicating with LG, SK and Hanwha, but negotiations are still in the early stages," The Korea Times reported.
👉Source reports that Apple held "extended meetings with electric car battery manufacturer SK Innovation. The company also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain, which makes electric motors, inverters and on-board chargers and electronic drive systems.
📍Rumors of Apple teaming up with LG Magna e-Powertrain first surfaced earlier this year.
👉 It was previously reported that the company preferred Hyundai-Kia as a production partner, but the company later denied those reports.
#AAPL
#statistics
🔥 An interesting observation
Official U.S. inflation for 2021 is expected to be around 3.4%
However, the following goods have already increased in price by:
Oil +80%
Corn +69%
Steel +145%
Wheat +25%
Coffee +34%
Cotton +35%
Copper +50%
Lumber +126%
Soybean Babes +71%
Consumption items +8%
Stock market +23%
Money supply +24%
There is a reason they say: there are lies, there are big lies, and there are statistics 😅
🔥 An interesting observation
Official U.S. inflation for 2021 is expected to be around 3.4%
However, the following goods have already increased in price by:
Oil +80%
Corn +69%
Steel +145%
Wheat +25%
Coffee +34%
Cotton +35%
Copper +50%
Lumber +126%
Soybean Babes +71%
Consumption items +8%
Stock market +23%
Money supply +24%
There is a reason they say: there are lies, there are big lies, and there are statistics 😅
#news
📰 Summary of the most interesting news: August 11.
▫️ Cyclical stocks gained momentum in trading, helped by the passage of the infrastructure bill and higher bond yields. Energy, industrials and financial sectors rose more than 1%. The Asian stock market traded mostly in the green zone.
▫️The current spike in inflation should not prompt the Fed to prematurely tighten monetary policy as more labor market data are needed. The unemployment rate at the end of 2021 is expected to be 4.5%. - Charles Evans, president of the Chicago Fed.
▫️We still expect stocks to rally in the second half of the year. Reaching the peak of the delta wave, the low probability of a new wave in the fall could be a positive surprise for the markets - Thomas Lee, managing partner at research firm Fundstrat.
▫️$ICPT Intercept plans to use a cache of $75.7 million to repurchase its common stock in closed transactions at a price per share of $16.75 equal to the closing price of the Company's common stock on August 10, 2021.
▫️American cybersecurity company NortonLifeLock (NLOK) is buying antivirus software developer Avast for $8.6 billion.
▫️WarnerMedia (AT&T) is in talks to sell its TMZ entertainment brand to Fox.
▫️ Annual inflation in Germany accelerated in July to a 28-year high of 3.8% y/y, 0.9% m/m
▫️Delta variant of coronavirus makes it impossible to form collective immunity to COVID - Oxford vaccine creator Andrew Pollard.
▫️The "iota" variant of the coronavirus, first detected in New York City in the fall of 2020, is transmitted 15 to 25 percent faster than others, according to a study by the city's health department and Columbia University experts. It is noted that the "iota" variant increases the risk of mortality by up to 82% in patients aged 65-74
▫️Mail.ru Group will invest an additional $60.3 million in the JV AliExpress Russia.
📰 Summary of the most interesting news: August 11.
▫️ Cyclical stocks gained momentum in trading, helped by the passage of the infrastructure bill and higher bond yields. Energy, industrials and financial sectors rose more than 1%. The Asian stock market traded mostly in the green zone.
▫️The current spike in inflation should not prompt the Fed to prematurely tighten monetary policy as more labor market data are needed. The unemployment rate at the end of 2021 is expected to be 4.5%. - Charles Evans, president of the Chicago Fed.
▫️We still expect stocks to rally in the second half of the year. Reaching the peak of the delta wave, the low probability of a new wave in the fall could be a positive surprise for the markets - Thomas Lee, managing partner at research firm Fundstrat.
▫️$ICPT Intercept plans to use a cache of $75.7 million to repurchase its common stock in closed transactions at a price per share of $16.75 equal to the closing price of the Company's common stock on August 10, 2021.
▫️American cybersecurity company NortonLifeLock (NLOK) is buying antivirus software developer Avast for $8.6 billion.
▫️WarnerMedia (AT&T) is in talks to sell its TMZ entertainment brand to Fox.
▫️ Annual inflation in Germany accelerated in July to a 28-year high of 3.8% y/y, 0.9% m/m
▫️Delta variant of coronavirus makes it impossible to form collective immunity to COVID - Oxford vaccine creator Andrew Pollard.
▫️The "iota" variant of the coronavirus, first detected in New York City in the fall of 2020, is transmitted 15 to 25 percent faster than others, according to a study by the city's health department and Columbia University experts. It is noted that the "iota" variant increases the risk of mortality by up to 82% in patients aged 65-74
▫️Mail.ru Group will invest an additional $60.3 million in the JV AliExpress Russia.
#PriceTarget
🔥⬇️ Virgin Galactic $SPCE rating downgraded to "worse than market" from "at market"; $25 target price - Morgan Stanley analyst Christine Livagh
🚀 As the company wraps up a catalyst-rich period and moves into an extended no-fly period, it expects the stock to return to a long-term valuation of $25, Livag tells investors.
🔥⬇️ Virgin Galactic $SPCE rating downgraded to "worse than market" from "at market"; $25 target price - Morgan Stanley analyst Christine Livagh
🚀 As the company wraps up a catalyst-rich period and moves into an extended no-fly period, it expects the stock to return to a long-term valuation of $25, Livag tells investors.
#statistics
💡The most talked about promotions on Reddit.
AMC(#AMC) are the most discussed on the forums.
💡The most talked about promotions on Reddit.
AMC(#AMC) are the most discussed on the forums.
#statistics
💡A large portion of the S&P 500 companies that reported beat Wall St expectations, but their stock performance was little changed. This is the second consecutive quarter of weak reaction to good reporting
💡A large portion of the S&P 500 companies that reported beat Wall St expectations, but their stock performance was little changed. This is the second consecutive quarter of weak reaction to good reporting
#interesting
🌟🤑 THE SEVEN INDUSTRIES THAT MADE WARREN BUFFETT PROFITABLE
👉 Warren Buffett's Berkshire Hathaway was hit hard by the pandemic last year, but its business recovered nicely last quarter as the U.S. economy rebounded.
📌 The conglomerate of investors owns a vast collection of railroads, real estate brokerages, manufacturers, retailers, distributors and service companies. Its focus on the real economy has made the company more vulnerable to Covid-related lockdowns, travel restrictions and supply chain disruptions in the past year while companies like Microsoft $MSFT or Alphabet $GOOG have benefited.
📈 However, many of its businesses performed better in the second quarter, benefiting from growing demand for homes, furniture, building products, cars, private jets, electronic components and other goods and services.
📜 Here are the 7 industries that brought Berkshire the biggest profits in the second quarter:
🚝 Railroads (revenue up 26%, pretax profit up 33%): Burlington Northern Santa Fe is one of the largest railroad networks in North America
🏘 Real Estate Brokers (Revenue: + 48%, pre-tax profit: + 129%): Berkshire operates Berkshire Hathaway Home Services, the nation's largest residential real estate brokerage firm, as well as one of the largest franchise networks of residential real estate brokers in the country.
🏬 Retail Manufacturing (revenue: + 68%, pre-tax profit: + 197%): Berkshire owns Forest River (motor homes), Duracell (batteries), Brooks Sports (sportswear and shoes) and Fruit of the Loom (clothing).
🧱 Building Materials Manufacturing (revenue: + 29%, pretax profit: + 40%): Berkshire owns Clayton Homes (manufactured homes), Shaw (flooring), Johns Manville (insulation and roofing), Acme Building Brands (bricks), Benjamin Moore (paint) and MiTek (construction and engineering).
🏭 Industry (revenue: + 24%, pre-tax profit: + 80%): Berkshire's industrial businesses include Lubrizol (specialty chemicals), Marmon (industrial holding group), IMC (metalworking) and Precision Castparts (aerospace components).
👨🦰 Services (revenue: + 49%, pre-tax profit: + 180%): Berkshire owns NetJets (private jet ownership), FlightSafety (pilot training), TTI (electronic component distribution), Dairy Queen (fast food) and Business Wire (press releases).
🏪 Retail (revenue: + 48%, pretax profit: + 210%): This includes Berkshire Hathaway Automotive (car dealerships), See's Candies (confectionery), Nebraska Furniture Mart (furnishings), Borsheims (jewelry), Pampered Chef (kitchen appliances).
🌟🤑 THE SEVEN INDUSTRIES THAT MADE WARREN BUFFETT PROFITABLE
👉 Warren Buffett's Berkshire Hathaway was hit hard by the pandemic last year, but its business recovered nicely last quarter as the U.S. economy rebounded.
📌 The conglomerate of investors owns a vast collection of railroads, real estate brokerages, manufacturers, retailers, distributors and service companies. Its focus on the real economy has made the company more vulnerable to Covid-related lockdowns, travel restrictions and supply chain disruptions in the past year while companies like Microsoft $MSFT or Alphabet $GOOG have benefited.
📈 However, many of its businesses performed better in the second quarter, benefiting from growing demand for homes, furniture, building products, cars, private jets, electronic components and other goods and services.
📜 Here are the 7 industries that brought Berkshire the biggest profits in the second quarter:
🚝 Railroads (revenue up 26%, pretax profit up 33%): Burlington Northern Santa Fe is one of the largest railroad networks in North America
🏘 Real Estate Brokers (Revenue: + 48%, pre-tax profit: + 129%): Berkshire operates Berkshire Hathaway Home Services, the nation's largest residential real estate brokerage firm, as well as one of the largest franchise networks of residential real estate brokers in the country.
🏬 Retail Manufacturing (revenue: + 68%, pre-tax profit: + 197%): Berkshire owns Forest River (motor homes), Duracell (batteries), Brooks Sports (sportswear and shoes) and Fruit of the Loom (clothing).
🧱 Building Materials Manufacturing (revenue: + 29%, pretax profit: + 40%): Berkshire owns Clayton Homes (manufactured homes), Shaw (flooring), Johns Manville (insulation and roofing), Acme Building Brands (bricks), Benjamin Moore (paint) and MiTek (construction and engineering).
🏭 Industry (revenue: + 24%, pre-tax profit: + 80%): Berkshire's industrial businesses include Lubrizol (specialty chemicals), Marmon (industrial holding group), IMC (metalworking) and Precision Castparts (aerospace components).
👨🦰 Services (revenue: + 49%, pre-tax profit: + 180%): Berkshire owns NetJets (private jet ownership), FlightSafety (pilot training), TTI (electronic component distribution), Dairy Queen (fast food) and Business Wire (press releases).
🏪 Retail (revenue: + 48%, pretax profit: + 210%): This includes Berkshire Hathaway Automotive (car dealerships), See's Candies (confectionery), Nebraska Furniture Mart (furnishings), Borsheims (jewelry), Pampered Chef (kitchen appliances).
#news
📰 Summary of the most interesting news: August 12
▫️The Labor Department reported that the consumer price index (CPI) in July rose 5.4% year-over-year and 0.5% from the June value. However, core inflation, which does not include energy and food prices, was 4.3% year-over-year in July and 0.3% from the June value. Asia's stock market is trading negative.
▫️The U.S. is approaching tapering, but it may take a few more months for the labor market to recover - Virginia Fed President.
▫️Thomas Simons, economist at Jefferies: We won't see prices go down, but at some point we will see a decline in the growth rate.
▫️China is signaling that its regulatory measures will continue for years.
▫️The White House urged OPEC to increase oil production. Biden Administration: "High fuel prices risk damaging global economic recovery.
▫️ Shares of insurer Clover Health are up 12% after the release of the report.
▫️Retail investors can ask Robinhood questions through the Say platform ahead of the company's Q2 conference call.
▫️Nio plans to release three new electric car models next year.
▫️ eBay ($EBAY) approved a quarterly dividend of $0.18 per share.
▫️ The FDA is ready to approve a dose 3 vaccine from Pfizer ($PFE) and Moderna ($MRNA) for immunocompromised people.
▫️ Biden: No excitement about the debt ceiling.
▫️President and CEO of Humana ($HUM) Rasmus Nerman has left the company.
▫️DoorDash ($DASH) was in talks to buy Instacart. Negotiations have stalled.
▫️Senators have proposed forcing Apple and Google into alternative app stores.
▫️Fix Price according to IFRS for 6M 2021. 2021 Net income was ₽9.788 billion, up 8.6% from ₽9.014 billion in the previous year.
▫️Fix Price recommended a semi-annual dividend of 11.5 rubles per share.
▫️The real estate market is showing signs of overheating. Almost every third consumer loan in the second quarter of this year was issued to borrowers whose debt payments exceed 80% of income. And in every fifth case - all 100%.
📰 Summary of the most interesting news: August 12
▫️The Labor Department reported that the consumer price index (CPI) in July rose 5.4% year-over-year and 0.5% from the June value. However, core inflation, which does not include energy and food prices, was 4.3% year-over-year in July and 0.3% from the June value. Asia's stock market is trading negative.
▫️The U.S. is approaching tapering, but it may take a few more months for the labor market to recover - Virginia Fed President.
▫️Thomas Simons, economist at Jefferies: We won't see prices go down, but at some point we will see a decline in the growth rate.
▫️China is signaling that its regulatory measures will continue for years.
▫️The White House urged OPEC to increase oil production. Biden Administration: "High fuel prices risk damaging global economic recovery.
▫️ Shares of insurer Clover Health are up 12% after the release of the report.
▫️Retail investors can ask Robinhood questions through the Say platform ahead of the company's Q2 conference call.
▫️Nio plans to release three new electric car models next year.
▫️ eBay ($EBAY) approved a quarterly dividend of $0.18 per share.
▫️ The FDA is ready to approve a dose 3 vaccine from Pfizer ($PFE) and Moderna ($MRNA) for immunocompromised people.
▫️ Biden: No excitement about the debt ceiling.
▫️President and CEO of Humana ($HUM) Rasmus Nerman has left the company.
▫️DoorDash ($DASH) was in talks to buy Instacart. Negotiations have stalled.
▫️Senators have proposed forcing Apple and Google into alternative app stores.
▫️Fix Price according to IFRS for 6M 2021. 2021 Net income was ₽9.788 billion, up 8.6% from ₽9.014 billion in the previous year.
▫️Fix Price recommended a semi-annual dividend of 11.5 rubles per share.
▫️The real estate market is showing signs of overheating. Almost every third consumer loan in the second quarter of this year was issued to borrowers whose debt payments exceed 80% of income. And in every fifth case - all 100%.
#investmentidea
Agilysys $AGYS could be the beneficiary of the hotel industry's recovery, and COVID-19's special terms could help that.
The company sells cloud-based software for hospitality management: from booking tools and customer communications to customer service inside a hotel, casino, restaurant, cruise ship, etc.
Agilysys has no-contact ordering tools to reduce staffing costs and meet quarantine requirements.
Modern hotels, including premium hotels, often buy a large set of Agilysys solutions at once. An example is London's Town Hall Hotel, which in August signed up for five solutions at once. #stocks
Agilysys $AGYS could be the beneficiary of the hotel industry's recovery, and COVID-19's special terms could help that.
The company sells cloud-based software for hospitality management: from booking tools and customer communications to customer service inside a hotel, casino, restaurant, cruise ship, etc.
Agilysys has no-contact ordering tools to reduce staffing costs and meet quarantine requirements.
Modern hotels, including premium hotels, often buy a large set of Agilysys solutions at once. An example is London's Town Hall Hotel, which in August signed up for five solutions at once. #stocks
#analytics
💡Which stocks today can be bought significantly below the average monthly price and by how much?
✅ $PINS Pinterest Inc - 23.1% (price ~$57)
✅ $GTHX G1 Therapeutics Inc - 16.7% (price ~$15)
✅ $FSLY Fastly Inc - 16.5% (price ~$42)
✅ $SPCE Virgin Galactic Holdings Inc Class A - 14.6% (price ~$27)
✅ $AMZN Amazon.com - 8.5% (price ~$3292)
✅ $PYPL PayPal Holdings - 6.6% (price ~$276)
✅ $TTWO Take-Two Interactive Software - 6.3% (price ~$160)
✅ $UBER Uber - 6.1% (price ~$43)
✅ $TDOC Teladoc Health Inc - 4.4% (price ~$144)
✅ $TAL TAL Education Group - 3.6% (price ~$6)
✅ $SHOP Shopify Inc - 3.6% (price ~$1485)
✅ $V Visa - 3.5% (price ~$235)
✅ $KHC Kraft Heinz - 3.2% (price ~$38)
✅ $MU Micron Technology - 2.6% (price ~$75)
✅ $BABA Alibaba - 2.5% (price ~$195)
💡Which stocks today can be bought significantly below the average monthly price and by how much?
✅ $PINS Pinterest Inc - 23.1% (price ~$57)
✅ $GTHX G1 Therapeutics Inc - 16.7% (price ~$15)
✅ $FSLY Fastly Inc - 16.5% (price ~$42)
✅ $SPCE Virgin Galactic Holdings Inc Class A - 14.6% (price ~$27)
✅ $AMZN Amazon.com - 8.5% (price ~$3292)
✅ $PYPL PayPal Holdings - 6.6% (price ~$276)
✅ $TTWO Take-Two Interactive Software - 6.3% (price ~$160)
✅ $UBER Uber - 6.1% (price ~$43)
✅ $TDOC Teladoc Health Inc - 4.4% (price ~$144)
✅ $TAL TAL Education Group - 3.6% (price ~$6)
✅ $SHOP Shopify Inc - 3.6% (price ~$1485)
✅ $V Visa - 3.5% (price ~$235)
✅ $KHC Kraft Heinz - 3.2% (price ~$38)
✅ $MU Micron Technology - 2.6% (price ~$75)
✅ $BABA Alibaba - 2.5% (price ~$195)
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#analytics
💡The crypto universe is expanding rapidly.
Today, the total market capitalization of all 11145 cryptocurrencies is roughly equivalent to the nominal GDP of Canada.
Crypto investors have also become more sophisticated and affluent. As this chart shows, institutions account for 63% of trades, up from 10% in 2017.
However, this maturation could not tame the wild fluctuations characteristic of cryptocurrency markets.
Every tilt downward raises the question of how serious the consequences could be. There is too much at stake for cryptocurrency to collapse.
💡The crypto universe is expanding rapidly.
Today, the total market capitalization of all 11145 cryptocurrencies is roughly equivalent to the nominal GDP of Canada.
Crypto investors have also become more sophisticated and affluent. As this chart shows, institutions account for 63% of trades, up from 10% in 2017.
However, this maturation could not tame the wild fluctuations characteristic of cryptocurrency markets.
Every tilt downward raises the question of how serious the consequences could be. There is too much at stake for cryptocurrency to collapse.
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