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Market Daily Report: Selective Buying Of Defensive Stocks Lifts Bursa Malaysia Higher At Close

 KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.

Pop Mart Launches Record Buyback After $11B Selloff Shakes Investor Confidence

Pop Mart International Group Ltd  moved to stabilise its share price with its  largest-ever buyback , following a sharp selloff that erased  US$11 billion in market value . Record Buyback to Restore Market Confidence The company repurchased  3.94 million shares worth HK$599.7 million (US$76.6 million) , marking its biggest buyback to date. This follows earlier buybacks of  HK$347 million in January , which previously helped drive a  ~50% rally  in the stock. Earnings Shock Triggers Sharp Selloff Pop Mart shares plunged  31% over two sessions , reflecting investor concerns over: Slowing overseas growth momentum Increasing reliance on its flagship  Labubu doll franchise The sharp decline prompted  analyst downgrades and price target cuts , signalling weakening confidence in the company’s growth trajectory. Short Interest Signals Bearish Sentiment Despite the buyback, market sentiment remains cautious: Short interest stands at 16.8% of free...

Paradigm REIT 4QFY2025: Stable Income, High Payout, Balance Sheet Headroom

Paradigm Real Estate Investment Trust  delivered a  steady 4QFY2025 performance , with net property income (NPI) edging higher on firmer rental income and lower operating costs, while maintaining a  near-full distribution payout . Key Financial Highlights (4QFY2025) Revenue:  RM60.85m ( +4.4% QoQ ) NPI:  RM41.72m ( +1.8% QoQ ) Lifted by  higher rental income  and  electricity cost savings  from bulk tariff incentives Distribution per unit (DPU):   4.10 sen Total distribution:  RM65.6m Payout ratio:  99.3% of distributable income Annualised yield:  ~ 4.1% , based on unit price of 99.5 sen As a newly listed REIT (June 2025), year-on-year comparison is not yet meaningful. Full-Year Snapshot (FY2025) Revenue:  RM132.29m NPI:  RM91.97m Total assets:  RM2.6bn Investment properties:  RM2.5bn NAV:  RM1.05 per unit Portfolio & Strategy Takeaways Management struck a  cautiously optimistic  tone...

Broadcom Secures $10B AI Deal, Sets Stage for FY26 Growth

Key Takeaway Broadcom (AVGO) delivered strong Q3 earnings, but the real spotlight is a  $10 billion AI chip order  — reportedly from OpenAI — which sets up fiscal 2026 for accelerated growth. Q3 Earnings Snapshot Revenue : $15.95B (+22% YoY, +6% QoQ), slightly above guidance. Gross Margin : 67.1% (+3.2 ppts YoY, -0.9 ppts QoQ). Non-GAAP Net Income : $8.4B (+56% YoY, +8% QoQ), narrowly topping estimates. Semiconductors : $9.2B revenue (+26% YoY), with AI chips contributing $5.2B (+63% YoY). Software : $6.8B revenue (+17% YoY), with high margins (93% GM). AI the Main Driver $10B order  from a fourth major customer (likely OpenAI) adds to Broadcom’s AI pipeline alongside Google, Meta, and ByteDance. AI XPU chips led growth, contributing ~65% of AI revenue and growing 28% sequentially. Broadcom disclosed a  $110B backlog , with AI-related orders now outweighing non-AI. Non-AI Segment Still Weak Non-AI semiconductor revenue (~$4.0B) remains soft. Broadband showed resilien...

Figma Q2 Review: Growth Strong, But Not Enough for “Priced for Perfection”

Key Takeaway Figma delivered solid Q2 results with  41% YoY revenue growth  to  $249.6M , but that wasn’t enough for a stock priced at sky-high expectations. Guidance points to slowing growth, margin pressure is rising, and early lockup releases add near-term supply risk. Core Financials Q2 Revenue : $249.6M (+41% YoY), in line / slightly below consensus Q3 Guidance : $263–265M (+~33% YoY) Full-Year Guidance : $1.021–1.025B (+~37% YoY) Operating Margin : Down, pressured by higher R&D and S&M spend Takeaway : Growth decelerating from 40%+ to low-30s, with no upside surprise Key Highlights Customer Expansion $10K+ customers: 11,906 $100K+ customers: 1,119 80% using 2+ products; ~⅔ using 3+ products → healthy multi-product adoption Net Dollar Retention Slipped to 129% (from 132% in Q1) → upsell momentum moderating New Products Launches: Make, Draw, Sites, Buzz → broadening from design to full “idea-to-launch” workflows Expenses Rising AI + ecosystem investments lifte...

Dell Shares Fall After-Hours as Q3 EPS Outlook Disappoints

  Key Takeaways: Q2 beat, Q3 miss : Dell’s Q2 earnings of  $2.32/share  topped consensus ($2.29), but Q3 EPS guidance of  $2.45/share midpoint  fell short of expectations ($2.55). Revenue momentum : Q2 revenue rose to  $29.78 billion , ahead of estimates ($29.0 billion), reflecting resilience in PC and server demand. Market reaction : Shares slipped  4.4% after-hours , as investors focused on weaker earnings guidance despite a headline beat. Sector context : The miss highlights ongoing margin pressures in the PC and server industry, even as peers such as  HP Inc (+4.57%)  and  Microsoft (+0.57%)  trade higher on AI-driven optimism. Results Breakdown Q2 Earnings : Adjusted EPS: $2.32 vs. $2.29 expected. Revenue: $29.78B vs. $29.0B expected. Q3 Guidance : EPS: $2.45 (midpoint) vs. $2.55 expected. Revenue outlook not disclosed in detail but implied softer margins. Market and Investor Sentiment The results illustrate a  classic “be...

Nvidia Earnings Preview: China Shipments, Blackwell Ramp, and Margin Recovery in Focus

All eyes turn to  Nvidia Corp (NVDA.US)  this week as the AI-chip leader reports  fiscal Q2 2026 earnings on Aug 27 after market close . With a $4 trillion market capitalization, Nvidia has become the bellwether of the AI trade, and its results could set the tone for both the semiconductor sector and broader equity markets. Core Financial Expectations Revenue (Guidance):  $45b (+50% YoY, +2% QoQ) Consensus:  $46.1b Gross Margin (GAAP):  71.8% (↓3.3pp YoY, ↑11.3pp QoQ) Gross Margin (Non-GAAP):  72% (↓3.7pp YoY, ↑0.7pp QoQ) Net Income (GAAP):  $22.6b (+36% YoY, +20% QoQ) Net Income (Non-GAAP):  $24b (+42% YoY, +21% QoQ) Consensus:  $24.5b Investor takeaway:  The bar is set high — even a small revenue or margin miss could spark volatility given Nvidia’s premium valuation. Key Watchpoints for Investors 1. China & the H20 Uncertainty Background:  Q1 results were marred by a $4.5b charge on H20 chips after the U.S. banned shipmen...

NVIDIA Reports Record Earnings, but Faces Margin Pressures

Q4 Revenue Surpasses Expectations; Gross Margins Decline Slightly NVIDIA (NASDAQ: NVDA)  delivered another  strong quarter , with  Q4 revenue reaching $39.3 billion , up  78% YoY and 12% QoQ , exceeding consensus estimates by  2.8% . Gross margins  came in at  73% (GAAP), below the 73.4% expectation , reflecting increasing cost pressures. Net profit surged to $22.1 billion , marking a  79.8% YoY and 14% QoQ  increase,  beating forecasts by 5.9% . The company projects  Q1 FY2026 revenue of $43 billion , surpassing buy-side expectations of  $42 billion . Data Center Growth Leads Earnings as Blackwell Chips Launch NVIDIA’s  data center revenue reached $35.58 billion , up  93% YoY , reinforcing its  dominance in AI infrastructure . The  new Blackwell architecture  debuted, contributing  $11 billion in sales  within its first quarter—accounting for  50% of total data center revenue . CEO ...