Dropping today Queen Omega surveys the investing landscape.
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RADIO SAVANT-!
THIS IS
GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
Time To Think about Vietnam.-
VCVOF Fund top holdings
VCVOF Fund top holdings
Why are Vietnam stocks falling in 2022?
In the first six months of 2022, the VN-Index fell circa 20%.
Based on forward estimates, the below table (created on June 9th), shows that Vietnam stocks trade on a forward P/E of circa 11.5x. Note in the month since the market fell another 10%, so the multiple now has likely gotten cheaper.
In the first six months of 2022, the VN-Index fell circa 20%.
Based on forward estimates, the below table (created on June 9th), shows that Vietnam stocks trade on a forward P/E of circa 11.5x. Note in the month since the market fell another 10%, so the multiple now has likely gotten cheaper.
SRE Sempra
$169.04-0.01(-0.01%)5:35 AM 08/17/22
NYSE |$USD |IEX real time price
Toast Shares Soar On Q2 Performance, Raised FY22 Guidance
Toast Inc (NYSE:TOST) reported second-quarter Revenue increased by 58% year-over-year to $675 million, beating the consensus of $651.28 million.
EPS for the quarter was $(0.11), an improvement form $(0.64) in 2Q21.
Total locations increased over 40% Y/Y to ~68,000. ARR as of June 30, 2022, was $787 million, up 59% Y/Y.
Gross Payment Volume (GPV) increased 62% Y/Y to $23.3 billion. Subscription revenue grew 100% Y/Y.
3Q22 Outlook: Toast expects Revenue of $700 million to $730 million, vs. a consensus of 665.08 million; Adjusted EBITDA of $(40) million to $(30) million.
FY22 Outlook: The company expects revenue of $2.62 billion to $2.66 billion vs. consensus of $2.54 billion (an increase from $2.5 billion to $2.55 billion), and adjusted EBITDA in the range of $(160) million to $(140) million (up from $(195) million to $(175) million.
Chalk up another win!
Chalk up another round trip. This sucks. If only these guys had reported a week earlier.
Toast, Inc. (TOST)
NYSE - Nasdaq Real Time Price.
19.48-1.16(-5.62%)
As of 09:43AM EDT.
ZIM Integrated Shipping Services Ltd. (ZIM)
NYSE - Nasdaq Real Time Price.
47.26-3.64(-7.14%)<------------ GET READY!
As of 09:46AM EDT.
Stk getting swept up in sell off and anti oil propaganda... just digging to make sure it's nothing they said....
NYSE - Nasdaq Real Time Price.
47.26-3.64(-7.14%)<------------ GET READY!
As of 09:46AM EDT.
Stk getting swept up in sell off and anti oil propaganda... just digging to make sure it's nothing they said....
ZIM Integrated downgraded to Underperform from Buy at BofA 07/01 ZIM BofA analyst Muneeba Kayani downgraded ZIM Integrated to Underperform from Buy with a price target of $40, down from $79, citing concerns over weaker U.S. demand after recently having heard a cautious message from freight companies on the firm's June Transport fieldtrip. Large U.S. retailers have signaled weakening spending on goods and excess inventories and this, along with a congestion unwind at U.S. ports could drive a sharp correction in ocean spot rates, Kayani said.
ZIM Integrated initiated with a Hold at Jefferies 07/20 ZIM Jefferies analyst Omar Nokta initiated coverage of ZIM Integrated with a Hold rating and $55 price target. The analyst launched coverage of the maritime shipping industry and views those with modern fleets as well positioned to capture "higher, out-sized earnings going forward." His Hold rating on ZIM is driven by a cautious outlook on demand as a result of inflationary pressures, which he says may create enough slack in the container system to ease the current heavy congestion across ports worldwide.
Might be to much risk here with recessions...
ZIM Integrated initiated with a Hold at Jefferies 07/20 ZIM Jefferies analyst Omar Nokta initiated coverage of ZIM Integrated with a Hold rating and $55 price target. The analyst launched coverage of the maritime shipping industry and views those with modern fleets as well positioned to capture "higher, out-sized earnings going forward." His Hold rating on ZIM is driven by a cautious outlook on demand as a result of inflationary pressures, which he says may create enough slack in the container system to ease the current heavy congestion across ports worldwide.
Might be to much risk here with recessions...
Having trouble re finding some notes from this am but APPLE said they were exploring manufacturing in Vietnam for some popular products. Got me thinking about Vietnam.
Mr Jimmy Cliff one of the all time greats-