๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio
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NVIDIA Corporation (NVDA)
์‹œ๊ฐ€์ด์•ก: 3.31T
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Semiconductors
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.nvidia.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 44.1B / 43.31B / 1.8% / 69.3% / 12.2%
2501: 39.3B / 38.02B / 3.4% / 77.8% / 12.0%
2410: 35.1B / 33.09B / 6.1% / 93.7% / 17.0%
2407: 30B / 28.68B / 4.6% / 122.1% / 15.2%
2404: 26.04B / -- / -- / 262.1% / 17.8%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 0.96 / 0.93 / 3.2% / 60.5% / 7.9%
2501: 0.89 / 0.84 / 6.0% / -- / 9.9%
2410: 0.81 / 0.75 / 8.0% / -78.2% / 19.1%
2407: 0.68 / 0.64 / 6.2% / -72.6% / 13.7%
2404: 0.598 / -- / -- / -27.1% / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2401: 60.92B(125.9%) / 11.93(585.6%)
2301: 26.97B(0.2%) / 1.74(-54.8%)
2201: 26.91B(61.4%) / 3.85(123.2%)
2101: 16.68B(--) / 1.725(--)

#NVDA

- ์‚ฌ์—…์š”์•ฝ: NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streamin...
HP Inc. (HPQ)
์‹œ๊ฐ€์ด์•ก: 25.83B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Computer_Manufacturing
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.hp.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 13.2B / 13.07B / 1.0% / 3.1% / -2.2%
2501: 13.5B / 13.38B / 0.9% / 2.4% / -4.3%
2410: 14.1B / 13.99B / 0.8% / 2.0% / 4.3%
2407: 13.52B / 13.37B / 1.1% / 2.5% / 5.6%
2404: 12.80B / 12.59B / 1.7% / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 0.71 / 0.79 / -10.1% / -13.4% / -4.1%
2501: 0.74 / 0.74 / 0.0% / 19.4% / -20.4%
2410: 0.93 / 0.93 / 0.0% / -4.1% / 12.0%
2407: 0.83 / 0.86 / -3.5% / 9.2% / 1.2%
2404: 0.82 / 0.8103 / 1.2% / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2310: 53.72B(-14.6%) / 3.26(9.4%)
2210: 62.91B(-0.9%) / 2.98(-44.4%)
2110: 63.46B(12.0%) / 5.36(170.7%)
2010: 56.64B(--) / 1.98(--)

#HPQ

- ์‚ฌ์—…์š”์•ฝ: HP Inc. provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally. The company operates through three segments: Personal Systems, Printing, and Corporate I...
Ooma, Inc. (OOMA)
์‹œ๊ฐ€์ด์•ก: 369.04M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #EDP_Services
์„นํ„ฐ: #Technology
ํ™ˆํŽ˜์ด์ง€: https://www.ooma.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 65M / 65.6M / -0.9% / 4.0% / -0.2%
2501: 65.1M / 63.98M / 1.8% / -- / 0.0%
2410: 65.1M / 64.28M / 1.3% / 8.8% / 1.6%
2407: 64.1M / 62.71M / 2.2% / 9.8% / 2.6%
2404: 62.50M / 61.81M / 1.1% / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 0.2 / 0.18 / 11.1% / 42.9% / -4.8%
2501: 0.21 / 0.14 / 50.0% / -- / 23.5%
2410: 0.17 / 0.16 / 6.2% / 88.9% / 13.3%
2407: 0.15 / 0.14 / 7.1% / 1400.0% / 7.1%
2404: 0.14 / 0.11 / 27.3% / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2401: None(--) / -0.03(80.0%)
2301: 216.16M(12.4%) / -0.15(-114.3%)
2201: 192.29M(13.8%) / -0.07(36.4%)
2101: 168.95M(11.4%) / -0.11(--)

#OOMA

- ์‚ฌ์—…์š”์•ฝ: Ooma, Inc. provides communications services and related technologies for businesses and consumers in the United States and Canada. The company's products and services include Ooma Office, a cloud-based multi-user communications system for small and m...
Nordson Corporation (NDSN)
์‹œ๊ฐ€์ด์•ก: 11.13B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Industrial_Machinery_Components
์„นํ„ฐ: #Industrials
ํ™ˆํŽ˜์ด์ง€: https://www.nordson.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 683M / 672.95M / 1.5% / 5.0% / 11.1%
2501: 615M / 639.4M / -3.8% / -2.9% / -17.3%
2410: 744M / 736.83M / 1.0% / 3.4% / 12.4%
2407: 662M / 656.49M / 0.8% / 2.1% / 1.7%
2404: 650.64M / -- / -- / 0.1% / 2.8%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 2.42 / 2.36 / 2.5% / 18.0% / 17.5%
2501: 2.06 / 2.09 / -1.4% / 8.4% / -25.9%
2410: 2.78 / 2.59 / 7.3% / 25.2% / 15.4%
2407: 2.41 / 2.33 / 3.4% / 8.6% / 17.6%
2404: 2.05 / -- / -- / -7.2% / 7.9%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2310: 2.63B(1.5%) / 8.46(-4.0%)
2210: 2.59B(9.7%) / 8.81(13.8%)
2110: 2.36B(11.4%) / 7.74(81.3%)
2010: 2.12B(--) / 4.27(--)

#NDSN

- ์‚ฌ์—…์š”์•ฝ: Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids. It operates through three segments: Indus...
์—”๋น„๋””์•„, 1๋ถ„๊ธฐ ์‹ค์  ๋ฐœํ‘œ ๋ฐ AI ์ค‘์‹ฌ ์ œํ’ˆ ๊ณต๊ฐœ

1. ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ฐ ์ธํ”„๋ผ
2. ๊ฒŒ์ด๋ฐ ๋ฐ AI PC
3. ํ”„๋กœํŽ˜์…”๋„ ๋น„์ฃผ์–ผ๋ผ์ด์ œ์ด์…˜
4. ์ž๋™์ฐจ ๋ฐ ๋กœ๋ณดํ‹ฑ์Šค
5. ์‹ค์  ๋ฐ ๊ฐ€์ด๋˜์Šค

https://youtu.be/MIbcnWVkPD4?si=S4BopSh9rRC7zYE6

์ŠคํŠธ๋ฆฝํŠธ ์›๋ฌธ
https://naver.me/5b085AoB

NVIDIA 1๋ถ„๊ธฐ ์‹ค์  ๋ฆฌ๋ทฐ

1. ์ฃผ์š” ์‚ฌ์—… ๋ถ€๋ฌธ
2. ์‹ค์  ๋ฆฌ๋ทฐ
3. ๊ฐ€์ด๋˜์Šค ์ „๋ง
4. Jensen Huang (NVIDIA CEO)
5. Colette Kress (NVIDIA CFO)
6. ์žฅ๊ธฐ ํ”„๋กœ์ ํŠธ ๋ฐ ์˜ˆ์ƒ CAPEX

https://naver.me/GHYxyXN2
Noah Holdings Limited (NOAH)
์‹œ๊ฐ€์ด์•ก: 623.78M
๊ตญ๊ฐ€: China
์‚ฐ์—…: #Investment_Managers
์„นํ„ฐ: #Finance
ํ™ˆํŽ˜์ด์ง€: https://www.noah-fund.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 614.59M / -- / -- / -5.4% / 588.2%
2412: 89.31M / -- / -- / -88.8% / -86.9%
2409: 683.69M / -- / -- / -8.8% / 11.0%
2406: 615.85M / -- / -- / -34.6% / -5.2%
2403: 649.54M / -- / -- / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 2.39 / -- / -- / 3.5% / 819.2%
2412: 0.26 / -- / -- / -91.7% / -87.9%
2409: 2.14 / -- / -- / -36.3% / 41.7%
2406: 1.51 / 2.0 / -24.5% / -66.7% / -34.6%
2403: 2.31 / -- / -- / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 3.29B(6.3%) / 14.55(1.7%)
2212: 3.1B(-27.8%) / 14.3(-26.5%)
2112: 4.29B(29.9%) / 19.45(261.9%)
2012: 3.31B(--) / -12.01(--)

#NOAH

- ์‚ฌ์—…์š”์•ฝ: Noah Holdings Limited, together with its subsidiaries, operates as a wealth and asset management service provider with the focus on investment and asset allocation services for high net worth individuals and enterprises in Mainland of China, Hong Kong, and inter...
U-Haul Holding Company (UHAL)
์‹œ๊ฐ€์ด์•ก: 12.20B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Rental_Leasing_Companies
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://investors.uhaul.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.23B / 1.14B / 7.9% / 4.2% / -11.5%
2412: 1.39B / 1.35B / 3.0% / 3.8% / -16.3%
2409: 1.66B / 1.69B / -1.8% / 0.6% / 7.1%
2406: 1.55B / 1.58B / -1.9% / 0.6% / 31.4%
2403: 1.18B / 1.17B / 0.9% / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.46 / -0.2167 / -112.3% / -820.0% / -231.4%
2412: 0.35 / 0.33 / 6.1% / -23.9% / -63.5%
2409: 0.96 / 1.37 / -29.9% / -29.4% / -4.0%
2406: 1.0 / 1.63 / -38.7% / -21.3% / 2100.0%
2403: -0.05 / 0.11 / -145.5% / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2403: 5.63B(-4.1%) / 3.04(-45.1%)
2303: 5.86B(2.2%) / 5.54(-21.8%)
2203: 5.74B(26.4%) / 7.08(31.8%)
2103: 4.54B(--) / 5.37(--)

#UHAL

- ์‚ฌ์—…์š”์•ฝ: U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment r...