gogogo
EP.25 is a wrap — and 24 of you went all the way to the cap 🙌
What's on your mind?
Rate Of Return$Seagate Tech(STX.US)
Post 5 Ep.26
A few days ago, I was trying to decide what to buy for the great market sale. The only companies that impressed me were SKHY, Sandisk and Seagate. I decided on Sandisk, Seagate and the tech indexes of SMH and SOXX.
@Captain's Treasure
Total Assets
Rate Of Return$Seagate Tech(STX.US)
Post 5 of Episode 26
To recap, I liked Seagate’s earnings. Exabyte shipments were a bit flat after an 11% QOQ growth last quarter. However, both gross and operating margins reached new records with incremental margins above 80%.
@Captain's Treasure
Orders
Traded ValueNow is the opportunity to buy in the dip as long as we believe in the fundamentals and business prospects
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
🐱 Mi Material – A New SGX Debut to Watch! 🇸🇬
Mi Material is an interesting new name to watch on the Singapore Exchange. Although it received only 12% of the votes in Captain Leo’s poll, I believe new SGX listings deserve attention, especially when they operate in industries with long-term growth potential.
1️⃣ Why am I interested now?
New listings can offer opportunities, but I prefer to understand the company’s business model, financial performance and valuation before jumping in.
2️⃣ What’s my plan from here?
I will watch its share price movements, trading volume and upcoming financial results. I would rather wait for a reasonable entry price than chase the excitement of a new listing. 🐱
@Captain Leo
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
Rate Of Return
Community Star$SK Hynix(SKHY.US)
SK Hynix vs Seagate: Both Beat Earnings. One Flew, One Fell.
SK Hynix surged on explosive earnings, 80% operating margins and booming HBM demand.
Seagate beat earnings too, but slowing shipment growth and sky-high expectations took the shine off.
Same AI party, different expectations at the door.
The lesson? Beating earnings is good. Beating expectations is better.
FaithAnchor — Stay grounded. Stay the course.
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
Rate Of Return$iShares Semiconductor ETF(SOXX.US)
Post 4 Ep.26
I was looking at the various companies that reported earnings this week and was very impressed with two in particular. STX and Sandisk. Bought both as well as SMH and SOXX for the more diversified tech basket.
Luckily SOXX, being a semi counter that moves along with the earnings, qualifies as an earning counter for this week’s episode.
@Captain's Treasure
ICBC Return Rate
Total AssetsBranded Blue Chip REITs Mapletree needs to work on their overseas properties investments. Their SG properties are doing all the heavy lifting. Best to divest non performing overseas properties and reinvest into better yielding assets or pay down debt.
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
