🇺🇸 美股早餐 🇺🇸📆- 25/12/2021 -📆- 美国24日超过600架航班被取消。- 美国将取消对8个南部非洲国家的旅行限制。- 荷兰监管机构:苹果或将面临5000万欧元罚款!苹果:已上诉。- 俄罗斯加大力度施压谷歌和Meta 开出创纪录罚单。- 美国期权交易量创纪录新高,散户凶猛却是飞蛾扑火?https://goldmanseeds.com.my (官方网站)Trade what you see, Not what you think。
Great article about Skllz earning Q12021. Importants points: 1. Large Total addressable market. -Expanding Android market 2x faster than Apple users. -Expanding india market by end of the year.2. Cash burning. -EBITA loss is higher than last year due to very high marketing expense but MAU is almost static. -However compensated by increase in PMAU and ARPPU. Hopefully the next quarter should see higher raise of GMV or ARPPU.3. Ev/ revenue of 16 is still considered cheap. 4. Debt is zero. Cash flow is positive.5. revenue & gross margin growth is very high. -Projected total revenue by end of 2021 is 375 million. Will it achievable? Probably yes.
Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit
Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c