AceLin
AceLin
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avatarAceLin
2020-01-14
$Acm Research Inc.(ACMR)$ “ 2019年收入1.05-1.06亿美元,同比增长41%-43%,2020年预计收入1.3-1.5亿美元,同比增长21%-40%”稳定的客户与先进的产品可以确保管理层实现预期目标,过去几年都实现了。另外在建的上海工厂,以及国内分公司的科创板计划,未来可期。市值的话,不用算什么估值修复,就按预期的业绩来,年底7.5亿美元,股价40美元。
avatarAceLin
2019-05-23
$Sea Ltd(SE)$ Sea的游戏部分收入今年确定性比较强,电商依然面临一些挑战,回头写篇分析。
avatarAceLin
2020-08-03
$Acm Research Inc.(ACMR)$ 8月5号的Q2财报会非常不错,一是因为一季度很多因疫情延期的订单会在二季度确认,二十三费会有所下降,利润相比一季度会上升不少,股价上100几乎十注定的事,拭目以待。
avatarAceLin
2019-03-28
$lululemon athletica(LULU)$ 自己买着穿过觉得还不错,服装行业跟经济周期相关性高,不太好判断,持续关注。
avatarAceLin
2019-03-14
$拼多多(PDD)$ 中概刺激不?
avatarAceLin
2020-08-06
$Acm Research Inc.(ACMR)$ 挑几个重要的点说一下:For fiscal year 2020, the Company now expects revenue to be in the range of $140 million to $155 million, up from the previous guidance range of $130 million to $150 million. This view assumes, among other factors, the ** situation continues to improve in China and stabilizes in the coming months on a global basis上调全年收入预期。Shipments. Total shipments in the second quarter of 2020 were $45 million, versus $33 million in the second quarter of 2019 and $12 million in the first quarter of 2020. Total shipments included deliveries for revenue in the quarter, and deliveries of systems awaiting customer acceptance for potential revenue in future quarters.同比增加了36%的backlog收入。Two new China-Based Customers
avatarAceLin
2019-03-20
$老虎证券(TIGR)$ 恭喜老虎,恭喜天华
avatarAceLin
2019-05-22
$Sea Ltd(SE)$ 今年一年的任务还是持续做增长

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