🌻好文分享
現在科技股, 尤其是尖牙股(FAANG), 飆得讓人怕怕. 尤其今天盤後公布財報的Microsoft(MSFT), 還有上週公佈財報的Netflix(NFLX), 在盤後都跌了一下.
該怎麼辦呢? 這段話覺得挺好. 供參:
“ Many active investors justify the valuations of technology giants by using huge revenue trajectories over decade-plus timelines and focusing on the cost and competitive benefits of achieving dominant scale. This low interest rate environment further helps them defend premium valuations. I think your investment philosophy will dictate your comfort with that approach. Philosophical differences aside, I believe investors in those companies fail to recognize that the widespread popularity of these stocks may undermine the long-term success of the investments. Most alpha (return above a benchmark) from information technology stocks comes from multiple re-rating. An already well-liked stock has little room for an upward rerating, but plenty of downside risk if the company disappoints. Widely favored stocks carry with them substantial mis-execution risk that investors often overlook.”
文字來源:
https://www.causewaycap.com/insight/value-opportunities-in-technology/
(這整篇文章我納入我的blog, 也劃了重點. 值得一看. 連結在下. 也有提到怎麼從這次的疫情中尋找投資機會. 若有地方看不懂, 可以使用google translator, 或是問我.)
https://makingsenseofusastocks.blogspot.com/2020/07/a-value-investor-uncovers-opportunities.html
🌻投資idea
今天盤後Chipotle(CMG)發表財報了. 新聞連結:
https://www.cnbc.com/2020/07/22/chipotle-mexican-grill-cmg-q2-2020-earnings.html
App排名很前面的餐飲業可以研究(連結如下). 之前經過一家速食店, 有至少一個多小時, 外送的車道都很長. Lockdown每天煮飯真的是會瘋掉.
See the top 50 most popular iPhone food & drink mobile apps in Apple App Store in United States based on App Store ranking.
https://www.similarweb.com/apps/top/apple/store-rank/us/food-and-drink/top-free/iphone/
🌻投資idea
折扣零售店的新聞最近常常看到. Ollie Bargain Outlets (OLLI)
這家可以研究. 之前CEO在Thanksgiving突然去世, 換了CEO, 而之前公司也因為拓展太快, 出了點問題. 不過這些都不是大問題. 但要確定高層是否言行一致. 提供一新聞連結給您做研究的起頭:
https://finance.yahoo.com/news/ollies-bargain-issues-q2-view-114711935.html
另一家可研究的折扣零售店是Dollar General (DG).
🌻未來投資idea
記得從書上看過, ARM Holdings是一家很好的公司(希望還是沒變). 到時候若真的上市, 可研究/投資:
彌補願景基金虧損!軟銀打算賣掉ARM,或在明年內上市:
https://www.bnext.com.tw/article/58461/arm-softbank-vision-fund-ipo
🌻婚姻. 友情.
昨天Snap發表財報了. 每次聽到這家公司, 都忍不住想起了CEO漂亮的太太Miranda Kerr(米蘭達凱爾).
當股友說, 這次CEO的發言讓他有點改觀, 我在想, 是不是Miranda有幫夫運呢?
她跟前夫Orlando Bloom離婚的原因? ‘We weren’t bringing out the best in each other(我們沒有讓對方變的更好)’. 所以可能她幫Snap CEO激發了潛能?
-->所以夫妻間真的要互相幫忙成長. 朋友間也是如此. 您認為呢?
https://www.marieclaire.co.uk/entertainment/people/miranda-kerr-orlando-bloom-divorce-535651
Picture出處:
https://www.msn.com/en-au/entertainment/other/evan-spiegel-admires-how-wife-miranda-kerr-co-parents-with-ex-orlando-bloom/ar-BB16Kefi
同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
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company revenue ranking 在 ลงทุนแมน Facebook 的精選貼文
Cathay Pacific สายการบินที่ซวย 3 เด้ง /โดย ลงทุนแมน
สายการบิน ธุรกิจหนึ่งที่ต้องรับแรงกระแทกอย่างหนัก
จากการระบาดไปทั่วโลกของโควิด-19
เครื่องบินทั่วโลกเกินกว่า 70% ไม่ได้ขึ้นบิน...
Continue ReadingCathay Pacific. Unlucky Airline 3 Bounce / By Investing Man
One business airline that has to take a heavy impact.
From Covid-19 global outbreak
More than 70 % of global airplanes don't fly
Make many airlines stop paying or stop hiring employees.
Or somewhere heavy to go bankrupt
But did you know that there is an airline that has been through many things before Covid-19 has gone viral?
This airline is called ′′ Cathay Pacific ′′
What story is this airline going through
Investing man will tell you about it.
╔═══════════╗
cuddle Update the situation and economic situation with Blockdit
There's a podcast to listen to on the go.
Blockdit.com/download
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Cathay Pacific, known as Hong Kong National Airline.
Cargo (Cargo) has airline and cargo route covered in over 60 countries around the world.
So what's good for this airline?
Cathay Pacific awarded excellent airline from Skytrax ranking to 4 years.
Well in July. Fri 2003, 2005, 2009 and 2014
And also Asia's number 3 cargo (cargo) airline.
Just an Emirates Airlines and Qatar Airways
And Hong Kong is the key point of one world trade.
So it makes Cathay Pacific more important as Hong Kong national airline.
But who would have thought that bad luck would come together until 3 bounce..
Bouncing at 1
Massive protest against the P.O. The school. B.E. Extradition in Hong Kong early June 2019
Make Hong Kong into an unsafe and unattractive area of travelers, businessmen from around the world.
That's not enough
Cathay Pacific is also targeting Hong Kong people.
When the airline fired Hong Kong protests
So that there is a trend of ′′ ban ′′ Cathay Pacific of Hong Kong people.
Make it in 2019
The number of passengers of the airline decreased from the previous year 10 %
Specifically, the flight between Hong Kong and China mainland, the number of passengers decreased by 26 %
And the flight between Hong Kong and North America, the number of passengers decreased by 7.5 %
Bouncing at 2
The trade war between US and China began in June of 2019 as well.
Cause tensions in world trade
Especially Hong Kong which is a major trade center of Asia and the world.
Resulting in revenue from 2019's Air Cargo (Cargo) services reduced by 16 %
Cathay Pacific results after heavy monsoon in half a year.
Year 2018 Cathay Pacific earn 443,400 million Baht. Profit of 11,000 million Baht.
Year 2019 Cathay Pacific earn 427,000 million Baht. Profit of 6,700 million Baht.
And bouncing the 3th more severe than ever
When Covid-19 global outbreak occurred.
Most of the passengers who used to use the service are gone.
Air shipping proceeds go down from the producing chain with problems.
Make Cathay Pacific the original place weak and collapsed heavily.
Finally, when the bad luck 3 bounces together.
Cathay Pacific can't go on
The company must announce the capital increase and negotiate for government to come to aid.
So that Hong Kong government has to inject 120,000 million baht to use to restructure the company.
There are 2 government people going into board management.
I don't know if this will make Cathay Pacific survive this incident.
But all of this makes us see
If we have to encounter unexpected events, aka ′′ Black Swan ′′
A luxurious success in the past couldn't help anything.
Exactly what Cathay Pacific is facing right now
No matter how good we are, we always have a bad chance.
But what you should do is not blame fate.
Lend a hand for the bad luck that happened and slowly solved one by one.
No matter how unlucky we are, we will get through it eventually..
╔═══════════╗
cuddle Update the situation and economic situation with Blockdit
There's a podcast to listen to on the go.
Blockdit.com/download
╚═══════════╝
Follow to invest in man at
Website - longtunman.com
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References
-Cathay Pacific Financial Report 2019
-https://www.cathaypacific.com/
-https://atlas-network.com/cathay-pacific-whacked-by-trade-war-hong-kong-protests/
-https://news.cathaypacific.com/cathay-pacific-group-releases-combined-traffic-figures-for-november-2019
-https://asia.nikkei.com/Business/Transportation/Bailout-of-Hong-Kong-s-Cathay-Pacific-gets-investors-scrutiny
-https://en.wikipedia.org/wiki/Cathay_PacificTranslated
company revenue ranking 在 TrendForce Facebook 的最佳貼文
The top 10 ranking of #IC companies by revenue for 1Q20 is out!
#Qualcomm was able to shake off its six consecutive quarterly YoY declines and retake market leadership from #Broadcom.
#TrendForce explains...