Smartkarma

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    • SmartkarmaSmartkarma
      ·05-23

      Broad-Based Growth Fuels Impressive Beat; Guide Conservative

      ⬆ $elf Beauty Inc(ELF)$ - Reiterate Strong Buy on multiple drivers of growth.ELF’s F4Q surpassed even our well above-consensus expectations, with EPS $0.53 vs our $0.41E... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/broad-based-growth-fuels-impressive-beat-guide-conservative?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On elf Beauty Inc (ELF):- https://www.smartkarma.com/entities/elf-beauty-inc?utm_source=tiger_community
      2.87万评论
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      Broad-Based Growth Fuels Impressive Beat; Guide Conservative
    • SmartkarmaSmartkarma
      ·05-23

      Full Truck Alliance Q124 Results: Strong Financials Match Recent Strong Share Performance - HOLD

      ⬆ $Full Truck Alliance (YMM)$ - Full Truck Alliance posted great Q1 numbers: revenue growth accelerated, margins expanded, and mix improved. But its shares have rallied and the stock is no longer so cheap; we're downgrading to HOLD. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/full-truck-alliance-q124-results-strong-financials-match-recent-strong-share-performance-hold?utm_source=tiger_community By Daniel Hellberg, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/daniel-hellberg?utm_source=tiger_community On Full Truck Alliance (YMM):- https://www.smartkarma.com/entities/full-truck-alliance-co-ltd?utm_source=tiger_community
      2.90万评论
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      Full Truck Alliance Q124 Results: Strong Financials Match Recent Strong Share Performance - HOLD
    • SmartkarmaSmartkarma
      ·05-23

      F1Q25 Report: Solid Momentum Drives Higher Top-Line Outlook

      ⬆ $Snowflake (SNOW)$ - We maintain our Outperform rating following a F1Q25 top-line beat, with a higher FY2025 product revenue outlook. Although management’s tone... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/f1q25-report-solid-momentum-drives-higher-top-line-outlook?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Snowflake (SNOW):- https://www.smartkarma.com/entities/snowflake-inc?utm_source=tiger_community
      2.86万评论
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      F1Q25 Report: Solid Momentum Drives Higher Top-Line Outlook
    • SmartkarmaSmartkarma
      ·05-23

      Simplify Mbs Etf (MTBA) - Tuesday, Feb 20, 2024

      ⬆ $Simplify MBS ETF(MTBA)$ - Benefits of implementing these mechanisms in managing capital effectively and supporting a more stable emotional investment experience Continue reading on Smartkarma:- https://www.smartkarma.com/insights/simplify-mbs-etf-mtba-tuesday-feb-20-2024?utm_source=tiger_community By Value Investors Club, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/value-investors-club?utm_source=tiger_community On Simplify MBS ETF (MTBA):- https://www.smartkarma.com/entities/simplify-mbs-etf?utm_source=tiger_community
      2.87万评论
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      Simplify Mbs Etf (MTBA) - Tuesday, Feb 20, 2024
    • SmartkarmaSmartkarma
      ·05-23

      Kuaishou (1024 HK) - Bullish on Earnings Upside

      ⬆ $Kuaishou Technology(01024)$ - We expect such margin surprise with a HK$16bn new share repurchase program should help its rerating. We reiterate our confidence on KS’s resilient growth and earnings upside Continue reading on Smartkarma:- https://www.smartkarma.com/insights/kuaishou-1024-hk-bullish-on-earnings-upside?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Kuaishou Technology (01024):- https://www.smartkarma.com/entities/kuaishou-technology?utm_source=tiger_community
      2.87万评论
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      Kuaishou (1024 HK) - Bullish on Earnings Upside
    • SmartkarmaSmartkarma
      ·05-23

      PDD Holdings (PDD US) - Increased Monetization Drove a Strong Beat on Results

      ⬆ $PDD Holdings(PDD)$ - The results echoed our view that PDD still has room to drive a further increase in monetization rate, and we see its overseas expansion on track to support PDD’s long-term revenue Continue reading on Smartkarma:- https://www.smartkarma.com/insights/pdd-holdings-pdd-us-increased-monetization-drove-a-strong-beat-on-results?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On PDD Holdings (PDD):- https://www.smartkarma.com/entities/pdd-holdings-inc?utm_source=tiger_community
      2.87万评论
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      PDD Holdings (PDD US) - Increased Monetization Drove a Strong Beat on Results
    • SmartkarmaSmartkarma
      ·05-23

      Tuya, Inc. - 1Q24 Earnings Strong

      ⬆ $Tuya Inc(TUYA)$ - Tuya reported a strong 1Q24, with revenue of $61.7 million, up 30% Y/Y (consensus was for ~15% Y/Y growth). Gross margin continued to grow, up 360 bps Y/Y to 47.8% (a company record) Continue reading on Smartkarma:- https://www.smartkarma.com/insights/tuya-inc-1q24-earnings-strong?utm_source=tiger_community By Water Tower Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/water-tower-research?utm_source=tiger_community On Tuya Inc (TUYA):- https://www.smartkarma.com/entities/tuya-inc?utm_source=tiger_community
      2.87万评论
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      Tuya, Inc. - 1Q24 Earnings Strong
    • SmartkarmaSmartkarma
      ·05-23

      Updating Estimates Following Management Call and Weaker Consumer Trends

      ⬆ $Walgreens Boots Alliance(WBA)$ - We are reiterating our Market Perform rating on WBA and updating our estimates for current retail trends, and also providing an update following... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/updating-estimates-following-management-call-and-weaker-consumer-trends?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Walgreens Boots Alliance (WBA):- https://www.smartkarma.com/entities/walgreens-boots-alliance-inc?utm_source=tiger_community
      2.88万评论
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      Updating Estimates Following Management Call and Weaker Consumer Trends
    • SmartkarmaSmartkarma
      ·05-23

      Singapore Telecommunications - FY24 results: Slight miss but a dividend surprise

      ⬆ $Singtel(Z74.SI)$ - Outlook: Encouraging growth and dividend outlook Core: Revenue softness but better cost control FY25 EBIT is expected to grow at a high-single to... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/singapore-telecommunications-fy24-results-slight-miss-but-a-dividend-surprise?utm_source=tiger_community By Maybank Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/maybank-research?utm_source=tiger_community On Singtel (Z74.SI):- https://www.smartkarma.com/entities/singapore-telecommunications?utm_source=tiger_community
      2.84万评论
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      Singapore Telecommunications - FY24 results: Slight miss but a dividend surprise
    • SmartkarmaSmartkarma
      ·05-23

      QNRX: Protocol Modifications Potentially Accelerate, Expand QRX003 Approvals

      ⬆ $Quoin Pharmaceuticals (QNRX)$ - Between cash on hand and a recent arrangement for an equity line of credit for up to $8M, management believes that through its measures, it has... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/qnrx-protocol-modifications-potentially-accelerate-expand-qrx003-approvals?utm_source=tiger_community By Zacks Small Cap Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/zacks-small-cap-research?utm_source=tiger_community On Quoin Pharmaceuticals (QNRX):- https://www.smartkarma.com/entities/quoin-pharmaceuticals-ltd?utm_source=tiger_community
      2.86万评论
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      QNRX: Protocol Modifications Potentially Accelerate, Expand QRX003 Approvals
     
     
     
     

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